Marianne Bailey

Your Goals, Our Priorities

Wealth Considerations

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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 | Standing in a Bucket | June 2025

The One Big Beautiful Bill Act is a big piece of legislation, and it includes many proposed tax measures in the U.S. that impact non-citizens and non-residents. This includes a new Section 899, increasing federal income tax and withholding tax rates on U.S.-sourced income earned by Canadian corporations and individuals. Let’s expect the best but plan for the worst. At the end of the day, the best way to manage risk is to ensure you have the right plan in place and stay diversified.

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 2025

Tax Free Savings Account (TFSA)
  • 2025 TFSA contributions can now be made. The annual TFSA contribution limit for 2025 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 2024 tax year can be found on your Canada Revenue Agency Notice of Assessment for 2023.
  • The deadline for 2024 tax year contributions is 11:59 p.m. on March 3rd, 2025.
Registered Education Savings Plan (RESP)
  • The lifetime maximum RESP contribution limit is $50,000 for each beneficiary.
  • The deadline for 2025 RESP contributions is 11:59 p.m. on December 31st, 2025.

Trending Articles

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

Article

A tale of two commodities: Why gold could rally while oil’s outlook remains weak

Year to date, the prices of gold and oil have been moving in very different directions. As the precious metal hits new highs, crude has been languishing as it faces concerns about oversupply and soft demand. Andriy Yastreb, Vice President, Director and Portfolio Manager with TD Asset Management, gives his outlook for commodity-related equities as these trends play out.

Article

Article

How a family trust can benefit a family business

Passing the family business to the next generation comes with unique challenges. A family trust could help you manage the tax process as well as allow owners to maintain some control.

Article

Article

Dollar based investing: The power of partial shares

Partial shares let you invest with any amount — which can make it easier to build a diversified portfolio, whether you have a little to invest or a lot.

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.