Nelson Bispo
Senior Financial Planner
CFP®
Building your financial future – together
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I have been working in the financial services industry since 2000, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals. I hold a Bachelor of Commerce degree in Finance from the University of Alberta. I also hold the CERTIFIED FINANCIAL PLANNER™ certification offered by the Financial Planning Standards Council. I look forward to working with you.
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CFP®
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Your Unique Goals
Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.
Interesting articles to explore
TDAM: Tax & Retirement Planning Guide
At TD Asset Management Inc. (TDAM), we understand the importance of tax planning to investors. There are many tax-efficient investment vehicles available to Canadians to help maximize after-tax income and grow their investment portfolios.
Stepping into retirement: Preparing for the big transition
The transition from a successful career to this stage in life isn’t always easy.
Multi-Generational Family
You've worked hard to build your net worth and we understand how important it is to protect what you've built for generations to come. To help you navigate the myriad challenges of preserving wealth across multiple generations, we can create a plan that is tailored to your specific needs and values.
Working together every step of the way
Running a business and planning for the future can seem daunting, but it doesn't have to be. We will:
- Work with you to understand your priorities.
- Create a wealth plan that considers your financial picture.
- Schedule regular check-ins to track progress.
- Work with other TD specialists including, TD Small Business Banking and TD Commercial Banking, to help support your needs.
- Offer ongoing support to help you move forward confidently.
The goals and dreams you and your family share for your work and career, well-being, home, lifestyle and legacy.
Lynn – The Gift of Planning
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.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Estate planning basics
Article
Estate planning basics
An estate plan can help ensure your wishes are fulfilled if you become incapacitated and when you pass away. Here’s what you should know about building one.
Buying a home on your own: Ideas for a challenging market
Article
Buying a home on your own: Ideas for a challenging market
Despite ongoing affordability issues, almost half of first-time homebuyers say they want to apply for a mortgage on their own. If you're one of them, here are a few ideas to help you get started.
Mark Carney leads Liberals to victory: Now what?
Article
Mark Carney leads Liberals to victory: Now what?
Mark Carney and his Liberal Party have won a fourth term in Canada’s federal election. The new Carney-led government will take the helm amid ongoing political and economic uncertainty. MoneyTalks’ Kim Parlee speaks with Frank McKenna, Deputy Chair, Wholesale Banking at TD Bank Group and Beata Caranci, Chief Economist with TD, about the election results, relations with the U.S., and the road ahead for Canada’s economy.