Nertila Pajaj, Financial Planner,Toronto, ON

Phone

Office

Office Location

3569 Lake Shore Blvd W Toronto, ON M8W0A7. 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

B.A

CFSA

Languages

English

Italian

Albanian

Frequently asked questions

Get answers to your financial planning questions.

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What does a financial planner do?
What to expect at my first meeting?
What are the steps in financial planning?

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.

Let's Connect

TD Wealth Financial Planning

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

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.

Accumulating wealth

We've spoken about your goals for the future, and how we can work together to develop innovative wealth strategies.

To keep you up to date on key financial considerations, I've included content for your viewing. If you'd like to discuss any of those topics in further detail, I'd be happy to schedule some time for us to chat.

TD Wealth Financial Planning

We can work together to set your goals, build a financial plan, help prepare you for certain unexpected events, and update your plan so it evolves as you do.

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

Developing a retirement plan
Budgeting for major purchases
Planning for the unexpected

The goals and dreams you and your family share for your work and career, well-being, home, lifestyle and legacy.

Over time, you may find that your needs and goals change. TD Wealth Financial Planning has the expertise to help you stay on track. As we continue to meet with you, we’ll introduce new strategies to adapt your financial plan to those changes. We look forward to developing a relationship with you in order to understand your goals and aspirations and design a plan that continues to meet your current needs and future goals.

Our Steps To Preparing A Plan Uniquely Yours

Discover what truly matters to you. We can offer planning and advice that can grow and evolve with you.

What are the steps in financial planning?

Step 1: Define your financial goals and when you want to achieve them.

Step 2: Gauge your financial position by knowing your income, expenses, and debts.

Step 3: Explore investment opportunities that align with your risk tolerance and the length of time you plan to hold the investment.

Step 4: Create a financial plan with timelines to achieve your goals.

Step 5: Review and adjust your plan as your goals evolve.

Get Access to TD Expertise

Steve & Lee-Ann – Creating a personalized plan to retire early

Making up for lost time with a sound retirement plan

Steve and Lee-Ann know that the path to retirement has many twists and turns. They found that having the right TD Wealth advisor to help answer their questions, even the ones they didn't know to ask, can help uncover new possibilities. Find out how personalized retirement planning helped this couple retire earlier and make up for lost time.

Frequently asked questions

Your unique goals