Matthew Mendonca

Matthew Mendonca

Senior Financial Planner

B.Comm.

CFP�

FCSI�

I look forward to being with you every step of the way to help you achieve your personal financial goals

Contact Me

Phone

Office

(905) 568-3121

Office Location

3005 Mavis Rd Mississauga, ON L5C1T7. map

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I have been working in the financial services industry since 2010, with a focus on fostering strong client relationships and helping clients achieve their personal financial goals.

I hold a Bachelor of Commerce degree specialized in Finance from the University of Toronto. I also hold the Certified Financial Planner (CFP®) designation offered by the Financial Planning Standards Council.

I look forward to working with you.

Certificates

B.Comm.

CFP�

FCSI�

Languages

English

Portuguese

Education

B.Comm. - University of Toronto

Frequently asked questions

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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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Disciplined process

Your Financial Planning Experience

1.Initial Discovery

2.Your Financial Plan

3.Welcome to TD Wealth Financial Planning

4.Regular Review Meetings

Your Financial Planning Experience

1.

Initial Discovery

Our discovery process focuses on understanding your priorities and goals in order to better support them.

2.

Your Financial Plan

Once we get to know you, we will work with you to develop a personalized financial plan to help you achieve your goals.

3.

Welcome to TD Wealth Financial Planning

Next, we put that plan into action. This phase involves an official onboarding as well as any account transfers required to begin implementing your plan.

4.

Regular Review Meetings

To ensure your financial plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.

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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.

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.

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

Start your medical or dental career off in the right direction

It's never too early to start planning for your financial future, even as a student. Contact me so we can talk about what you can do now to get started.
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  • Develop a debt management strategy
  • Provide ongoing advice
Contact Us

The goals and dreams you and your family share for your work and career, well-being, home, lifestyle and legacy.

Over time, you may find that your needs and goals change. TD Wealth Financial Planning has the expertise to help you stay on track. As we continue to meet with you, we’ll introduce new strategies to adapt your financial plan to those changes. We look forward to developing a relationship with you in order to understand your goals and aspirations and design a plan that continues to meet your current needs and future goals.

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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Health-care costs?

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