Skip to main content

Melissa Brooks

Senior Financial Planner

  • CFP®

Working together to achieve the financial goals that matter to you most

Contact me
Profile Image

Melissa Brooks

Call AdvisorE-mail AdvisorRequest Appointment

I have been working in the financial services industry since 2002, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals. I hold a Bachelor of Science degree in Life Sciences from McMaster University, as well as the CERTIFIED FINANCIAL PLANNER™ certification conferred by the Financial Planning Standards Council. I am also a Certified Retirement Specialist. I look forward to working with you.

Financial Planning Associate

Justin Bradley

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

Retirement Planning

Tax Management

Education Funding

Business Succession Planning

Charitable Giving

Passing on Your Wealth

Investment Strategies

Protecting Your Assets

Planning for Major Purchases

Banking and Credit Management

Retirement Planning

Retirement planning is an ongoing process that helps provide financial peace of mind in the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

Request appointment

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

What the latest U.S. retail trends say about the economic reopening

There are signs the U.S. consumer is becoming more optimistic, even as COVID-19 concerns linger. Anthony Okolie speaks with Anita Bruinsma, Consumer Discretionary Analyst, TD Asset Management, about what the latest trends tell us about the economic reopening.

Link

Day trading, taxes and the CRA: What you should know

Many people found the time in the past year to trade stocks more frequently at home. Unfortunately, day traders may face a bigger tax bill if they meet certain CRA criteria. Kim Parlee speaks with Georgia Swan, a Tax and Estate Planner with TD Wealth, about what investors should be wary of.

Link

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Link

Monthly Perspectives | 2020, We Hardly Knew Ye

Investors, eager for the spell of 2020 to be lifted, are now turning to a collection of annual outlooks to get a sense of when that's going to happen. Meanwhile, in our little corner of the world, we do our best here to discourage overreliance on such forecasts and instead focus on what we know for sure: how to make decisions when uncertain things occur.

Link

Global financial markets react to COVID-19

The volatility of financial markets in the past week is a great example of one of the hardest things to understand when investing: the difference between risk and uncertainty.

Link

Bracing for a debt tsunami: Ottawa navigates the pandemic-spending tide

Canada’s fiscal response to the COVID-19 pandemic has gone a long way in reducing the economic fallout. But it comes with a massive price tag. Anthony Okolie speaks with Omar Abdelrahman, Economist, TD Bank Group, about what we can expect in the upcoming 2021-22 Federal Budget.

Link

Do you know someone who would benefit from my services?