Mark Woodland

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.