Justin Santos
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Share your financial goals with us and we can help you build a personalized financial plan to start achieving them.1Conditions Apply. Offer ends January 31, 2025.
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Senior Financial Planner
B.Comm.
FMA
CFP®
Working together to achieve the financial goals that matter to you most
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Office Location
With over 25 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals. My commitment to continuous education, as well as completion of required qualifications, has earned me the Certified Financial Planner (CFP®) and the Financial Management Advisor (FMA) designations conferred by the Financial Planning Standards Council and the Canadian Securities Institute respectively. I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.
Certificates
B.Comm.
FMA
CFP®
Education
University of Alberta
Financial success starts with a plan.
I'm a Senior Financial Planner with TD Wealth Financial Planning. Financial planning serves as a roadmap for your financial future, helping you navigate life's uncertainties.
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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. Read more here.
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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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.
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Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Can I transfer funds tax-free from my RRIF to a TFSA?
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Can I transfer funds tax-free from my RRIF to a TFSA?
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TD Cowen: Three stocks that could benefit from a Canadian soft landing
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TD Cowen: Three stocks that could benefit from a Canadian soft landing
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Trump’s potential longer-term impact on the financial world
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Trump’s potential longer-term impact on the financial world
Donald Trump’s presidency may have wide-ranging impacts on the economy and markets. MoneyTalk’s Greg Bonnell discusses with David Sykes, Chief Investment Office, TD Asset Management and TD Chief Economist Beata Caranci.