Miguel Velazquez

Miguel Velazquez

Financial Planner

CFA

CFP®

QAFP™

Building your financial future – together

Phone

Office

(613) 837-8316

Office Location

4422 Innes Road Orleans, ON K4A3W3. map

See Additional Office Locations

As a planner with TD Wealth Financial Planning, I am passionately committed to providing my clients a fully integrated financial plan that balances living life today with setting goals for tomorrow. 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 my role, I focus on four key areas:

  • Build net worth – Identifying investment solutions that align to my clients’ evolving needs.
  • 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.
  • Protect what matters – Leveraging the expertise of TD specialists, I help integrate strategies to protect what matters to my clients.
  • Leave a legacy – Helping my clients to build a plan to effectively transfer their wealth.

Certificates

CFA

CFP®

QAFP™

Languages

English

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Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.