Kale Gulliver

Kale Gulliver

Financial Planner

CFP®

Building your financial future – together

Phone

Office

(613) 782-6865

Office Location

1200 St Laurent Blvd Ottawa, ON K1K3B8. map

As a planner with TD Wealth Financial Planning, I am passionately committed to providing my clients a fully integrated financial plan that balances living life today with setting goals for tomorrow. I take the time to understand, not just their current financial circumstances, but also the objectives and motivations integral to it. Whether you are planning for retirement or starting a new business, I am here to help guide you every step of the way.

In my role, I focus on four key areas:

  • Build net worth – Identifying investment solutions that align to my clients’ evolving needs.
  • Implement tax-efficient strategies – Working with my clients to help create and structure their accounts to help reduce tax exposure while keeping income available for when it’s needed.
  • Protect what matters – Leveraging the expertise of TD specialists, I help integrate strategies to protect what matters to my clients.
  • Leave a legacy – Helping my clients to build a plan to effectively transfer their wealth.

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.

Interesting articles to explore

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.

Passing on your wealth

Review 9 practical steps to start making your estate plan.

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.

Lynn – The Gift of Planning

Protecting what matters

When experiencing a difficult situation and looking for financial security, finding the right advisor can be a critical step toward making it easier. TD Wealth helped Lynn’s dad make sure everything was in place for when he was gone.

Lynn believes in the value of planning, as her father worked with TD Wealth to prepare his finances and plan for the future of his daughter, making a very difficult life experience easier.

Contact me today to find out how I can help you feel reassured in your financial future.

Janique – A Coach by Your Side

Turning setbacks into opportunities

When it comes to facing setbacks, it can be difficult to navigate it alone. Financial advice can help you feel confident in building your future.

For Janique, whether in sports or finance, she found it important to have a coach she could trust and obtain guidance from. Janique's story is an example of how financial advice from TD Wealth allowed her to turn a setback into a success story.

Connect with me to learn more about finding trust and getting back on track by building a personalized financial plan.

Trending Articles

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Year to date, the prices of gold and oil have been moving in very different directions. As the precious metal hits new highs, crude has been languishing as it faces concerns about oversupply and soft demand. Andriy Yastreb, Vice President, Director and Portfolio Manager with TD Asset Management, gives his outlook for commodity-related equities as these trends play out.

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Passing the family business to the next generation comes with unique challenges. A family trust could help you manage the tax process as well as allow owners to maintain some control.

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Dollar based investing: The power of partial shares

Partial shares let you invest with any amount — which can make it easier to build a diversified portfolio, whether you have a little to invest or a lot.