Financial Planner
BA
Building your financial future – together
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As a Financial Planner with over 15 years of experience in the financial services industry, I look at the big picture—where you are now and where you want to be, and then create a comprehensive strategy to help you achieve your short- and long-term goals.
I hold a Bachelor's degree in Economics from Brock University and my commitment to continuous education, as well as completion of required qualifications, has earned me the Certified Financial Planner (CFP®) designation conferred by FP Canada.
Financial planning serves as a roadmap for your financial future, helping you navigate life's uncertainties and make informed decisions. Whether you're planning for a major purchase, growing your wealth, implementing tax efficient strategies, or planning your estate, I will work with you – engaging TD specialists when necessary – to develop a personalized plan.
With regular updates and adjustments as your needs change, I can help ensure your financial plan stays aligned with your priorities.
Discover how TD Wealth Financial Planning can help you achieve your goals. Let's build your financial future together.
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What does a financial planner do?
What to expect at my first meeting?
What are the steps in financial planning?
Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.
We are honoured to serve a diverse group of clients. Below are some segments of clients we serve.
When it comes to financial planning, there is no one-size-fits-all solution. That’s why we get to know you as an individual. We want to understand what matters most to you, as well as the questions that keep you up at night, like:
With a complete understanding of what you want to achieve, your Financial Planner will work with you to develop a financial plan — your roadmap to achieving your goals — identifying and recommending solutions, strategies and products.
Depending on your situation, your financial planner may also bring in other TD specialists to help with unique aspects of your plan.
Working together is essential to the success of your relationship with your financial planner. That’s why your Financial Planner will take the time to review each recommendation for your plan, to make sure you’re both on the same page. Together, you can move forward confidently.
Once you’ve confirmed the approach, you will receive a comprehensive, personalized financial plan as well as help in building a diversified portfolio made up primarily of TD funds designed to meet your goals by spreading risk, reducing volatility and enhancing the potential for solid long-term returns.
Over time, your life will change, and your goals and priorities may shift. Regular one-on-ones give you the opportunity to get answers to any questions you have, helping you feel confident about meeting your financial goals and dealing with life’s financial challenges.
Your Financial Planner will track and manage your progress over time. Revisited every year, your financial plan acts as a valuable benchmark, showing where you are on your path to your goals. When necessary, your Financial Planner will speak to you about changes to your plan to help keep you on track.
Your priorities are important to us. We can work together towards your goals, and can help with:
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.
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.
The transition from a successful career to this stage in life isn’t always easy.
Tax Free Savings Account (TFSA)
Registered Retirement Savings Plan (RRSP)
Registered Education Savings Plan (RESP)
We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
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.
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.
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