1. 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.
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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:
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What does a financial planner do?
Retirement Planning
What to expect at my first meeting?
Seamless Onboarding
Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.
Your priorities are important to us. We can work together towards your goals, and can help with:
Getting an inheritance? Don't be caught off guard. Find out how you can prepare for it.
This checklist may help alleviate some of your retirement worries.
When you think about your retirement, what do you see for yourself? Do you see yourself traveling the world? Relaxing in nature up at your family cottage? Volunteering for a charity or organization you hold dear? Whatever your vision for retirement may be, we can help you plan for it.
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.
Once we get to know you, we will work with you to develop a personalized financial plan to help you achieve your goals.
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.
Our discovery process focuses on understanding your priorities and goals in order to better support them.
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.
Once we get to know you, we will work with you to develop a personalized financial plan to help you achieve your goals.
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.
Our discovery process focuses on understanding your priorities and goals in order to better support them.
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