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Joanna Zrein

Financial Planner

  • QAFP™

Together, we will develop a personalized financial plan that will help you achieve your goals

At TD Wealth Financial Planning, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, personalized wealth advice you deserve. We work with a wide range of clients whose needs and desires vary greatly, and we understand that one size doesn't fit all. From investing in your children's future, to planning for your own retirement or leaving a legacy, we are here to help you every step of the way.

 

Your priorities, our expertise

 

We start with an understanding of who you are, your values and your vision of success. This means reviewing the financial decisions you've made over the years, the goals you've set for yourself in the years to come, and the ways in which these reflect what is important in your life.  We then use our proprietary Discovery Process, based on behavioral finance principles, to uncover your Wealth PersonalityTM profile. We then leverage this to deliver a personalized financial plan that fits your financial goals and can evolve with you as your needs change over time.

 

As a Financial Planner with over 15 years of financial services experience, I am passionately committed to providing my clients a fully integrated financial plan that balances living life today with setting goals for tomorrow. I hold a QAFP™ offered by FP Canada.

 

To help meet my clients' evolving needs, I work together with a team of specialists in investment management, estate planning, tax, credit and insurance.

 

Connect with me today to learn more about how I can help you and your family reach your personal and financial goals.

ADDITIONAL CONTACT

Fax: (403) 204-3666

Available at 1 other location(s)

LANGUAGES

English

EDUCATION

FPSC Level 1® Certification in Financial Planning

Additional Information

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Your goals are what matter to us, not how much you make.

You deserve better than 5 minute meetings and plans that don't reflect your goals. At TD Wealth, we believe that the most important element in your financial plan is you. That's why we actually take the time to get to know who you truly are and your priorities before we review your numbers.

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