Nick Hoobanoff

Nick Hoobanoff

Financial Planner

BMgt

Building your financial future – together

Contact me

Phone

Office

(403) 524-4658

Office Location

2033 Mayor Magrath Drive S Lethbridge, AB T1K2S2. 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

BMgt

Frequently asked questions

Get answers to your financial planning questions.
Tabs Menu: to navigate this menu, press tab and use the left & right arrow keys to change tabs. Press tab to go into the content. Shift-tab to return to the tabs.

Your Unique Goals

Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.

Let's Connect

TD Wealth Financial Planning

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

Things to consider if you are expecting an inheritance

Getting an inheritance? Don't be caught off guard. Find out how you can prepare for it.

The retirement homestretch: A 5-year checklist

This checklist may help alleviate some of your retirement worries.

Retirees / Pre-Retirees

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.

We See The Whole You

We work together to determine your Wealth PersonalityTM profile, discover your priorities, and develop a financial plan that's specifically tailored to your goals. Once you have a plan in place, you can feel confident knowing you've defined how you want your income and assets to work for you, now and in the future.
Discover Your Priorities

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.

Lynn – The Gift of Planning

Protecting what matters

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.

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.

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.On Going 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.

4.Initial Discovery

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

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.

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. On Going 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.

4. Initial Discovery

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

Trending Articles

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

Article

A tale of two commodities: Why gold could rally while oil’s outlook remains weak

Year to date, the prices of gold and oil have been moving in very different directions. As the precious metal hits new highs, crude has been languishing as it faces concerns about oversupply and soft demand. Andriy Yastreb, Vice President, Director and Portfolio Manager with TD Asset Management, gives his outlook for commodity-related equities as these trends play out.

Article

Article

How a family trust can benefit a family business

Passing the family business to the next generation comes with unique challenges. A family trust could help you manage the tax process as well as allow owners to maintain some control.

Article

Article

Dollar based investing: The power of partial shares

Partial shares let you invest with any amount — which can make it easier to build a diversified portfolio, whether you have a little to invest or a lot.

Article