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Kate Puri

Senior Financial Planner

  • FMA
  • CFP®

Building your financial future – together

A financial plan is your road map to success. To be as effective as possible, your plan has to be personalized to your needs and flexible enough to change with you throughout the stages of your life. At the heart of TD Waterhouse Financial Planning is the opportunity to establish a relationship with a Financial Planner dedicated to designing a plan that’s right for you. Working together, we will develop a plan that encompasses all aspects of your financial situation to help you achieve your goals.

ADDITIONAL CONTACT

Fax: (905) 335-6373

Available at 1 other location(s)

Additional Information

Financial Planning Associate

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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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

China slump and Brexit bumps

China's economy continues to slow. What are the investment implications? And with Brexit uncertainty hanging over the U.K., what do investors need to know? Bruce Cooper,  CEO and CIO, TD Asset Management.discusses.

The LGBTQ2+ road to family-building

For LGBTQ2+ people planning on having a child of their own, fertility bills often start arriving far earlier than the baby. Knowing what awaits you in clinics and lawyers’ offices — and what the costs may be — can help prepare you for a road to baby-making that is rarely straightforward.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives - Game Changer

Well, it finally happened. James Holzhauer, the professional gambler from Las Vegas who had been blowing away the competition on Jeopardy!, finally lost a game.

Monthly Perspectives Oct 2018

This publication puts the latest, top-of-mind issues into perspective.

Major Canadian Tax Deadlines and Dates

Important dates for you to know for 2018 tax year.

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