Marianne Bailey

Your Goals, Our Priorities

Wealth Considerations

Tabs Menu: to navigate this menu, press tab and use the left & right arrow keys to change tabs. Press tab to go into the content. Shift-tab to return to the tabs.

A financial plan for every aspiration

Start by connecting with a TD Wealth financial planner and you could get up to $5,0001

1Conditions Apply. Limited time offer.

Get Started
Marianne Bailey

Senior Financial Planner

CFP®

BBA

Building your financial future – together

Contact me

Phone

Office

(778) 292-7934

Office Location

2411 160th St Unit 40 Surrey, BC V3S0C8. map

At TD Wealth Financial Planning, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, personalized wealth advice you deserve. We work with a wide range of clients whose needs and desires vary greatly, and we understand that one size doesn't fit all. From investing in your children's future, to planning for your own retirement or leaving a legacy, we are here to help you every step of the way.

 

Your priorities, our expertise

 

We start with an understanding of who you are, your values and your vision of success. This means reviewing the financial decisions you've made over the years, the goals you've set for yourself in the years to come, and the ways in which these reflect what is important in your life. We then use a comprehensive Discovery Process to develop a personalized financial plan tailored to your goals - one that can adapt as your needs and circumstances evolve over time.

As a Financial Planner with over 10 years of financial services experience, I am passionately committed to providing my clients a fully integrated financial plan that balances living life today with setting goals for tomorrow. 

To help meet my clients' evolving needs, I work together with a team of specialists in investment management, estate planning, tax, credit and insurance.

Connect with me today to learn more about how I can help you and your family reach your personal and financial goals.

Certificates

CFP®

BBA

TD Wealth Financial Planning

Your priorities are important to us. We can work together towards your goals, and can help with:

WIO: Quarterly Market Review: Q2 2025

Market commentary on the latest quarter focusing on Canadian and U.S. fixed income, and Canadian, U.S and international equities.

Stepping into retirement: Preparing for the big transition

The transition from a successful career to this stage in life isn’t always easy.

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.

TD Wealth Financial Planning

Your priorities are important to us. We can work together towards your goals, and can help with:

Monthly Perspectives: August 2025 | Red Light, Green Light

The auto industry is a microcosm for Canada when it comes to concerns over the impact of tariffs. For investors, this is where things get tricky. Tariffs for the auto industry are a big negative for the Canadian economy and jobs. As always, the key to surviving — and thriving — is having a well-diversified, contemporary investment portfolio built around a thoughtful wealth plan, backed by institutional-grade research, and managed by professionals employing active strategies.

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.

Our Steps To Preparing A Plan Uniquely Yours

Discover what truly matters to you. We can offer planning and advice that can grow and evolve with you.

What We Do

We start by engaging in a balanced discovery conversation. This process harnesses the cutting-edge field of behavioural finance, so that we can better understand your Wealth Personality; what influences your wealth decisions and what matters most to you.

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, you will work with me and a core team of TD specialists with expertise in everything from investment, estate and trust planning and philanthropy, to business succession and tax planning.

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.

Important Tax Information for 2026

Tax Free Savings Account (TFSA)

  • 2026 TFSA contributions can now be made. The annual TFSA contribution limit for 2026 is $7,000 and you can carry forward unused contribution room from previous years.

Registered Retirement Savings Plan (RRSP)

  • Your RRSP contribution limit for the 2025 tax year can be found on your Canada Revenue Agency Notice of Assessment for 2024.
  • The deadline for contributions to be in the 2025 tax year is 11:59 p.m. on March 2, 2026. The RRSP contribution limit for 2026, subject to any adjustments, is $33,810.

Registered Education Savings Plan (RESP)

  • The lifetime maximum RESP contribution limit is $50,000 for each beneficiary.

Trending Articles

Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.

Article

Money Mismatch: 4 ideas to manage your money and your relationship

More than half of Canadians surveyed say they would break up over a partner's spending habits. Here's why some planning and flexibility can be the foundation of a great money partnership.

Article

Article

2026 resolutions: 4 things you can do now to improve your fiscal fitness

Starting the new year on the right foot, financially, may be easier than you think. Are you ready to strengthen your wealth building muscle? Here are four ways to get your money doing some of the heavy lifting.

Article

Article

3 questions snowbirds should ask before taking flight

The annual migration may look a little different for Canadian snowbirds this year. Whether you're still planning or already packing, here are three items to double-check before heading abroad for an extended period.

Article

Lynn – The Gift of Planning

Protecting what matters

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.

Janique – A Coach by Your Side

Turning setbacks into opportunities

When it comes to facing setbacks, it can be difficult to navigate it alone. Financial advice can help you feel confident in building your future.

For Janique, whether in sports or finance, she found it important to have a coach she could trust and obtain guidance from. Janique's story is an example of how financial advice from TD Wealth allowed her to turn a setback into a success story.

Connect with me to learn more about finding trust and getting back on track by building a personalized financial plan.