What does a financial planner do?
What are the steps in financial planning?
What to expect at my first meeting?
Put Your Plan Into Action
Senior Financial Planner
CFP®
PFP®
I go beyond building investment plans, I build personalized financial plans
Phone
Office Location
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:
Certificates
CFP®
PFP®
Our discovery process focuses on understanding your priorities and goals in order to better support them.
Once we get to know you, we will work with you to develop a personalized financial plan to help you achieve your goals.
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.
We’ll stay in touch with you, keeping you up to date on what matters and we’ll do so in a way that makes sense for you.
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.
When you need more, we’ll connect you to the right TD specialists who can help meet your diverse needs.
Our discovery process focuses on understanding your priorities and goals in order to better support them.
Once we get to know you, we will work with you to develop a personalized financial plan to help you achieve your goals.
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.
We’ll stay in touch with you, keeping you up to date on what matters and we’ll do so in a way that makes sense for you.
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.
When you need more, we’ll connect you to the right TD specialists who can help meet your diverse needs.
With TD Asset Management Inc. (TDAM), there’s a lot that goes into creating portfolios.
The TDAM team of multi-disciplinary Portfolio Managers have an average of 22 year’s experience.
Customer focused solutions for different types of individuals, organizations, and communities.
Risk management is at the core of everything TDAM does.
TDAM has been first to market with innovative solutions, adapting to shifts in market conditions.
Start by connecting with a TD Wealth financial planner and you could get up to $5,0001
1Conditions Apply. Limited time offer.
(780) 448-8937
2022 Sherwood Drive
Sherwood Park, AB T8A3H9
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