496 Edinburgh Rd, Guelph, ON N1G4Z1
963 Paisley Rd,
Guelph,
ON N1K1X6
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Marx Thao
Senior Financial Planner
- B.Comm.
- CFP®
- QAFP™
Together, we will develop a personalized financial plan that will help you achieve your goals
496 Edinburgh Rd Guelph, ON N1G4Z1Map
As a Financial Planner with 13 years of financial service experience, I am passionately committed to providing my clients a fully integrated financial plan that balances living life today with setting goals for tomorrow.
I hold a Bachelor of Commerce degree in Management Economics in Industry Finance with Honours from the University of Guelph. I also hold the CFP® - Certified Financial Planner® designation offered by FP Canada.
To help meet my clients' evolving needs, I work together with a team of specialists in investment management, estate planning, tax, credit and insurance.
I look forward to working with you to help achieve your personal financial goals.
ADDITIONAL CONTACT
Available at 1 other location(s)
LANGUAGES
English, Hmong
Additional Information
Polly – Moving forward with the right financial plan
Empowering Polly to achieve financial success
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
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Nick & Justina – Business owners teaming up with TD Wealth
Putting finances into perspective
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
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Making up for lost time with a sound retirement plan
Steve and Lee-Ann know that the path to retirement has many twists and turns. They found that having the right TD Wealth advisor to help answer their questions, even the ones they didn't know to ask, can help uncover new possibilities. Find out how personalized retirement planning helped this couple retire earlier and make up for lost time.
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Creating a Legacy
When Tim and Patty were faced with a life-altering event, their TD Wealth advisor helped them through the deeply personal aspects of legacy planning. Hear, in Tim's words, how their TD Wealth advisor took the time to understand their vision and helped establish a legacy in Patty's honour that will inspire students for years to come.
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Financial Planning Associate
Your goals are what matter to us, not how much you make.
You deserve better than 5 minute meetings and plans that don't reflect your goals. At TD Wealth, we believe that the most important element in your financial plan is you. That's why we actually take the time to get to know who you truly are and your priorities before we review your numbers.
Wealth Considerations
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
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