Jennifer Paddick

A financial plan for every aspiration

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Jennifer Paddick

Senior Financial Planner

CFP®

Working together to achieve the financial goals that matter to you most

Phone

Office

(519) 763-2875

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®

Frequently asked questions

Get answers to your financial planning questions.

Your Unique Goals

Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.

TD Wealth Financial Planning

Your priorities are important to us. We can work together towards your goals, and can help with:

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.

TDAM: Tax & Retirement Planning Guide

At TD Asset Management Inc. (TDAM), we understand the importance of tax planning to investors. There are many tax-efficient investment vehicles available to Canadians to help maximize after-tax income and grow their investment portfolios.

Stepping into retirement: Preparing for the big transition

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

Important Tax Information for 2026

Tax Free Savings Account (TFSA)

  • 2026 TFSA contributions can now be made. The annual TFSA contribution limit for 2026 is $7,000 and you can carry forward unused contribution room from previous years.

Registered Retirement Savings Plan (RRSP)

  • Your RRSP contribution limit for the 2025 tax year can be found on your Canada Revenue Agency Notice of Assessment for 2024.
  • The deadline for contributions to be in the 2025 tax year is 11:59 p.m. on March 2, 2026. The RRSP contribution limit for 2026, subject to any adjustments, is $33,810.

Registered Education Savings Plan (RESP)

  • The lifetime maximum RESP contribution limit is $50,000 for each beneficiary.

Creating a wealth plan to help meet your long- and short-term goals

Did you know that 71% of women want to get more involved with their finances, and 58% want more help to get started?

That's how I can help—by working with you one-on-one to create a personalized wealth plan that's lock-step with your life events and needs.

Working together, I can also help you:

  • Identify and prioritize your short- and long-term goals
  • Find the confidence to take charge of your financial future through advice and planning

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.

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