Michele Denholm, Financial Planner, Hamilton, ON | TD Wealth

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TD Wealth COVID 19 Update

(905) 574-5133Telephone number
781 Mohawk Rd West Hamilton, ON L9C7B7Map

I have been working in the financial services industry since 1986. I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals. My commitment to continuous education, as well as completion of required qualifications, has earned me the CERTIFIED FINANCIAL PLANNER (CFP)™ certification conferred by the Financial Planning Standards Council. I am also a Certified Retirement Specialist.

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:

1.     Build net worth – Identifying investment solutions that align to my clients' evolving needs.

2.     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.

3.     Protect what matters – Leveraging the expertise of TD specialists, I help integrate strategies to protect what matters to my clients.

4.     Leave a legacy – Helping my clients to build a plan to effectively transfer their wealth.

I am passionate and committed to helping my clients feel more confident in their financial future.

I look forward to working with you.

ADDITIONAL CONTACT

Fax: (905) 574-5428

Additional Information

Financial Planning Associate

Kateryna Mitrokhina

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

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Investment Strategies

An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.

Diversification is Never Out of Style!

Investor or Trader? Your Taxes May Differ

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Time in the Market…not Timing the Markets

Return of Capital

Covered Call Options and their Tax Treatment

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