Lori Disotell

Lori Disotell

Senior Financial Planner

CIM®

CFP®

I go beyond building investment plans, I build personalized financial plans

Contact Me

Phone

Office

(613) 592-9652

Office Location

600 Terry Fox Dr Suite 104 Kanata, ON K2L4B6. map

With over 20 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® designation conferred by the Financial Planning Standards Council.

I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.

Certificates

CIM®

CFP®

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Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.

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Planning for every life stage

As we've all come to realize over the past year, life is full of uncertainty. That's why it's so important to plan for every life stage now, even the unexpected.

To help with that, I've included an article that you may find useful. 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 chat.

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.

Wealth advice worthy of your years of dedication

You've dedicated years to your profession. Now, let us help give you the same level of experienced wealth advice you deserve in your retirement.

Why TD Wealth?

  • Sophisticated, personalized wealth advice
  • A progressive and coordinated approach
  • Focused on you and your unique needs

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.Initial Discovery

2.Your Financial Plan

3.Welcome to TD Wealth Financial Planning

4.Regular Review Meetings

Your Financial Planning Experience

1.

Initial Discovery

Our discovery process focuses on understanding your priorities and goals in order to better support them.

2.

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.

3.

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.

4.

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.

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Estate planning misconceptions: Why a Will may not be enough

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