Mark Woodland, Financial Planner,Sutton, ON

Phone

Office

Office Location

20865 Dalton Rd Sutton, ON L0E1R0. map

As a Financial Planner, I work closely with my clients to help them develop a financial plan that balances life today with their goals for the future. I take the time to understand, not just their current financial circumstances, but also the objectives and motivations integral to it. Whether you are planning for retirement or starting a new business, I am here to help guide you every step of the way. In addition to investment advice, I can also connect my clients with the right TD specialists to help them address a range of financial goals.

In my role, I focus on four key areas:

Build net worth - Identifying investment solutions that align to my clients’ evolving needs.
Implement tax-efficient strategies - Working with my clients to help create and structure their accounts to help reduce tax exposure while keeping income available for when it’s needed.
Protect what matters - Leveraging the expertise of TD specialists, I help integrate strategies to protect what matters to my clients.
Leave a legacy - Helping my clients to build a plan to effectively transfer their wealth.

With over 25 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 has earned me a Bachelor's degree in Arts. I also hold the Certified Financial Planner (CFP®) designation conferred by FP Canada.

Phone

Toll Free

(844) 792-7378

Certificates

CFP®

TD Wealth Financial Planning

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

Retirement Planning

We can offer strategies to help you become retirement-ready by discussing questions like:

How much income is needed for the retirement you aspire to?
How can you save enough to fund your retirement?
How can you reduce taxes during retirement?
When should you start taking your government benefits?

Estate Planning

Estate planning helps ensure your wishes are carried out and is an effective way to benefit your heirs.

Ensure you have an up-to-date Will and Power of Attorney
Consider using executor services like a corporate executor or Power of Attorney for Property
Transfer your wealth and help avoid any unintended consequences

WAAC Perspectives

A monthly update of the outlook from WAAC including the strategic and dynamic asset-class weights by investor profile as determined by the Wealth Investment Policy Committee.

TD Wealth Financial Planning

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

Your Unique Goals

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

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