Melissa Brooks, Financial Planner,Chatham, ON

Contact me to learn how you could be eligible to get $500¹

Refocus on your financial goals this summer and we can help you build a personalized financial plan to start achieving them.
_{¹Conditions Apply. Offer ends August 29, 2025.}

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Phone

Office

(519) 354-4485

Office Location

345 St Clair St Chatham, ON N7L3J8. map

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.

Phone

Toll Free

(833) 418-0562

Certificates

CFP®

Our Tailored Approach

My name is Melissa Brooks, and I am a Senior Financial Planner with TD Wealth Financial Planning.

I look at the big picture, where you're at and where you want to be, and then design a financial plan to help get you there.

Let's Connect

Frequently asked questions

Get answers to your financial planning questions.

What does a financial planner do?

What to expect at my first meeting?

What are the steps in financial planning?

Step 1: Define your financial goals and when you want to achieve them.

Step 2: Gauge your financial position by knowing your income, expenses, and debts.

Step 3: Explore investment opportunities that align with your risk tolerance and the length of time you plan to hold the investment.

Step 4: Create a financial plan with timelines to achieve your goals.

Step 5: Review and adjust your plan as your goals evolve.

How much money do I need to work with a TD Wealth Financial Planner?

TD Wealth Financial Planning

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

Tax Planning

Work with us to assess and recommend strategies that can help to reduce your tax burden, and:

Reduce your taxable income during your lifetime or upon passing away
Explore income splitting strategies
Take advantage of tax deductions and credits available to you

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

Success Begins With Understanding

A financial plan is an in-depth document with many individual parts. By gaining an understanding of your needs, we help to ensure that your plan reflects your current financial situation and defines your goals, the timelines for targeting them and the steps you need to take to get there.

Your hopes and expectations are at the heart of your financial plan.

That’s why at TD Wealth Financial Planning we take the time to discover and appreciate your needs, and include them in any discussion of your goals, so that together we may set a course for the future that you envision for yourself and your family.

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.

Our Steps To Preparing A Plan Uniquely Yours

Discover what truly matters to you. We can offer planning and advice that can grow and evolve with you.

Develop Your Financial Plan

Put Your Plan Into Action

Communicate on Your Terms

Get Access to TD Expertise

Lynn – The Gift of Planning

Protecting what matters

When experiencing a difficult situation and looking for financial security, finding the right advisor can be a critical step toward making it easier. TD Wealth helped Lynn’s dad make sure everything was in place for when he was gone.

Lynn believes in the value of planning, as her father worked with TD Wealth to prepare his finances and plan for the future of his daughter, making a very difficult life experience easier.

Contact me today to find out how I can help you feel reassured in your financial future.

Janique – A Coach by Your Side

Turning setbacks into opportunities

When it comes to facing setbacks, it can be difficult to navigate it alone. Financial advice can help you feel confident in building your future.

For Janique, whether in sports or finance, she found it important to have a coach she could trust and obtain guidance from. Janique's story is an example of how financial advice from TD Wealth allowed her to turn a setback into a success story.

Connect with me to learn more about finding trust and getting back on track by building a personalized financial plan.

Your Unique Goals

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