Mangala Singh
Make every step count. Contact me to learn how you can earn up to $1850.1
Share your financial goals with us and we can help you build a personalized financial plan to start achieving them.1Conditions Apply. Offer ends March 3, 2025.
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Senior Financial Planner
MBA
CIM®
CFP®
I go beyond building investment plans, I build personalized financial plans
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I have been working in the financial services industry since 2015 with a focus on fostering strong client relationships and helping customers achieve their personal financial goals.I hold a postgraduate degree in business administration (MBA) from the Brock University. I also hold the Certified Financial Planner (CFP) designation conferred by the Financial Planning Standards Council and the Chartered Investment Manager (CIM) designation from the Canadian Securities Institute. I look forward to working with you.
Certificates
MBA
CIM®
CFP®
Languages
French
English
Urdu
Hindi
Frequently asked questions
What does a financial planner do?
What to expect at my first meeting?
What are the steps in financial planning?
Your Unique Goals
Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.
TD Wealth Financial Planning
Your priorities are important to us. We can work together towards your goals, and can help with:
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.
Self-employed? Manage your finances like a boss.
Being self-employed comes with perks. But it also comes with responsibilities. Here are a few financial considerations you should be aware of.
Stepping into retirement: Preparing for the big transition
The transition from a successful career to this stage in life isn’t always easy.
Working together every step of the way
Running a business and planning for the future can seem daunting, but it doesn't have to be. We will:
- Work with you to understand your priorities.
- Create a wealth plan that considers your financial picture.
- Schedule regular check-ins to track progress.
- Work with other TD specialists including, TD Small Business Banking and TD Commercial Banking, to help support your needs.
- Offer ongoing support to help you move forward confidently.
Creating a wealth plan to help meet your long- and short-term goals
That's how I can help—by working with you one-on-one to create a personalized wealth plan that's lock-step with your life events and needs.
Working together, I can also help you:
- Discover your Wealth Personality™ to determine what drives your decisions
- Identify and prioritize your short- and long-term goals
- Find the confidence to take charge of your financial future through advice and planning
Lynn – The Gift of Planning
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.
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