Marcus Goh
Senior Financial Planner
CFP®
I look forward to being with you every step of the way to help you achieve your personal financial goals
Phone
Office Location
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 a Bachelors degree in Commerce from York University.
I also hold the Certified Financial Planner (CFP) designation offered by the Financial Planning Standards Council.
I look forward to working with you.
Certificates
CFP®
Languages
English
Education
CFP®
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:
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.
Investment Management
I will design a personalized financial plan based on your risk tolerance and smart tax-saving strategies.
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.
The goals and dreams you and your family share for your work and career, well-being, home, lifestyle and legacy.
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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Cottage succession: How to pass on a legacy and not potential complications
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Health-care costs?
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Health-care costs?
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