1. Welcome to TD Wealth Financial Planning
Next, we put that plan into action. This phase involves an official onboarding as well as any account transfers required to begin implementing your plan.
Krystle Ho
Krystle Ho
Senior Financial Planner
CIM®
CFP®
Working together to achieve the financial goals that matter to you most
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I have been working in the financial services industry since 2010 with a focus on fostering strong client relationships and helping customers achieve their personal financial goals.
I hold an Honours Bachelor of Arts from York University. I also hold the CERTIFIED FINANCIAL PLANNER® certification offered by the Financial Planning Standards Council as well as the Chartered Investment Manager (CIM®) designation offered by the Canadian Securities Institute.
I look forward to working with you.
Certificates
CIM®
CFP®
Languages
English
Education
B.A. (Hons)
Community Involvement
Brave TO, Scarborough and Rouge Hospital
Hi, I'm Krystle Ho and I'm a Senior Financial Planner with TD Wealth Financial Planning.
I believe that financial success begins with a solid plan. Let's build a strong financial future and turn your goals into reality.
Get in touch today to start your journey toward financial success.
Frequently asked questions
Get answers to your financial planning questions.
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What does a financial planner do?
What to expect at my first meeting?
What are the steps in financial planning?
What We Do
We start by engaging in a balanced discovery conversation. We engage in a collaborative consultation to fully understand your financial needs, priorities and goals. Family, business and experience are all considered. With a deep understanding of your priorities, a lead advisor connects you with a core team of TD specialists with expertise in everything from investment, estate and trust planning and philanthropy, to business succession and tax planning.
Through our discovery process we’ll connect you to the right relationship manager, who based on your specific needs, will build a team of specialists around you to help achieve your vision of success.
At TD Wealth, we believe in taking the time to discover what truly matters to you. You’ll have access to a team of TD specialists, who will get to know what’s important to you before getting to your numbers. It’s private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
Through our discovery process we’ll connect you to the right relationship manager, who based on your specific needs, will build a team of specialists around you to help achieve your vision of success.
At TD Wealth, we believe in taking the time to discover what truly matters to you. You’ll have access to a team of TD specialists, who will get to know what’s important to you before getting to your numbers. It’s private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
The goals and dreams you and your family share for your work and career, well-being, home, lifestyle and legacy.
Over time, you may find that your needs and goals change. TD Wealth Financial Planning has the expertise to help you stay on track. As we continue to meet with you, we’ll introduce new strategies to adapt your financial plan to those changes. We look forward to developing a relationship with you in order to understand your goals and aspirations and design a plan that continues to meet your current needs and future goals.
Disciplined process
Your Financial Planning Experience
1.Welcome to TD Wealth Financial Planning
Next, we put that plan into action. This phase involves an official onboarding as well as any account transfers required to begin implementing your plan.
2.Initial Discovery
Our discovery process focuses on understanding your priorities and goals in order to better support them.
3.Your Financial Plan
Once we get to know you, we will work with you to develop a personalized financial plan to help you achieve your goals.
4.Our TD Specialists
When you need more, we’ll connect you to the right TD specialists who can help meet your diverse needs.
5.Ongoing Proactive Service
We’ll stay in touch with you, keeping you up to date on what matters and we’ll do so in a way that makes sense for you.
6.Regular Review Meetings
To ensure your financial plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.
Your Financial Planning Experience
2. Initial Discovery
Our discovery process focuses on understanding your priorities and goals in order to better support them.
3. Your Financial Plan
Once we get to know you, we will work with you to develop a personalized financial plan to help you achieve your goals.
4. Our TD Specialists
When you need more, we’ll connect you to the right TD specialists who can help meet your diverse needs.
5. Ongoing Proactive Service
We’ll stay in touch with you, keeping you up to date on what matters and we’ll do so in a way that makes sense for you.
6. Regular Review Meetings
To ensure your financial plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.
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.
Executing tax-efficient plans
It's never too early nor too late to start thinking about tax efficiency.
To ensure that you're up to date on timely tax-related considerations, I've included an article for your viewing. 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 speak.
Your Unique Goals
Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.
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