Natalia Bakumenko

Your Goals, Our Priorities

TD Wealth Financial Planning

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

Senior Financial Planner

CFP®

PFP®

I go beyond building investment plans, I build personalized financial plans

Contact Me

Phone

Office

(780) 448-8937

Office Location

2022 Sherwood Drive Sherwood Park, AB T8A3H9. map

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

CFP®

PFP®

Disciplined process

Your Financial Planning Experience

1.Initial Discovery

Our discovery process focuses on understanding your priorities and goals in order to better support them.

2.Your Financial Plan

Once we get to know you, we will work with you to develop a personalized financial plan to help you achieve your goals.

3.Welcome to TD Wealth Financial Planning

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.

4.Ongoing Proactive Service

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.

5.Regular Review Meetings

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.

6.Our TD Specialists

When you need more, we’ll connect you to the right TD specialists who can help meet your diverse needs.

Your Financial Planning Experience

1. Initial Discovery

Our discovery process focuses on understanding your priorities and goals in order to better support them.

2. Your Financial Plan

Once we get to know you, we will work with you to develop a personalized financial plan to help you achieve your goals.

3. Welcome to TD Wealth Financial Planning

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.

4. Ongoing Proactive Service

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.

5. Regular Review Meetings

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.

6. Our TD Specialists

When you need more, we’ll connect you to the right TD specialists who can help meet your diverse needs.

Wealth Considerations

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Constructing Your Portfolio

With TD Asset Management Inc. (TDAM), there’s a lot that goes into creating portfolios.

History and Depth of Experience

The TDAM team of multi-disciplinary Portfolio Managers have an average of 22 year’s experience.

TDAM Manages your Money as if it Were their Own

Customer focused solutions for different types of individuals, organizations, and communities.

A Leader in Risk Management

Risk management is at the core of everything TDAM does.

Forward Thinking

TDAM has been first to market with innovative solutions, adapting to shifts in market conditions.

Trending Articles

Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.

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Estate planning misconceptions: Why a Will may not be enough

Estate planning is often thought of as simply having a Will in place for the end of life. But Mindi Banach, Tax and Estate Planner at TD Wealth, says an estate plan can do much more: it can help create a plan for your loved ones and clarify the legacy you want to leave behind. She also shared what to consider when getting started.

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Cottage succession: How to pass on a legacy and not potential complications

A cottage can be a meaningful legacy, but passing it on raises key questions around ownership and logistics. Nicole Ewing, Principal, Wealth Planning Office, TD Wealth says early conversations on taxes, usage and shared responsibilities are important along with understanding fair market value, adjusted cost base and family intentions.

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Health-care costs?

You planned for retirement. Did you also plan for health-care costs? Some health-care expenses may not be covered in retirement. Here’s how to think about those costs before they affect your plan.

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