Jennifer Paddick, Financial Planner,Guelph, ON

Phone

Office

Office Location

496 Edinburgh Rd S Guelph, ON N1G4Z1. map

I have been working in the financial services industry since 1999. Prior to taking on the role of Financial Planner, I was a Financial Advisor in the Guelph and Cambridge areas. During the last 11 years, I have focused exclusively on Financial Planning and fostering strong client relationships.

I hold a Bachelor of Arts Honours degree in Anthropology and Sociology from Trent University and I have also completed the requirements for the Certified Financial Planner (CFP®) designation conferred by the Financial Planning Standards Council.

I look forwarding to working with you to help you achieve your personal financial goals.

Phone

Toll Free

(866) 356-3111

Certificates

CFP®

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TD Wealth Financial Planning

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Planning for every life stage

As we've all come to realize over the past year, life is full of uncertainty. That's why it's so important to plan for every life stage now, even the unexpected.

To help with that, I've included an article that you may find useful. If you'd like to discuss any of the topics raised in further detail, I'd be more than happy to schedule some time for us to chat.

Accumulating wealth

We've spoken about your goals for the future, and how we can work together to develop innovative wealth strategies.

To keep you up to date on key financial considerations, I've included content for your viewing. If you'd like to discuss any of those topics in further detail, I'd be happy to schedule some time for us to chat.

Stepping into retirement: Preparing for the big transition

The transition from a successful career to this stage in life isn’t always easy.

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Discover Your Priorities

Helping achieve what truly matters to you and your family.

Our wealth solutions focus on four key areas in order to ensure you receive a personalized financial plan you can feel confident in.

Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.

Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.

Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.

Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.