Pantea Ghooparanloo
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Senior Financial Planner
MBA
F.Pl.
Building your financial future – together
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I have been working in the financial services industry since 2001, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals.
I hold an MBA degree in financial services from University of Quebec in Montreal, UQAM.
I also hold the Financial Planning (F.Pl.) designation offered by the Quebec Institute of Financial Planning.
As a Financial Planner, I work closely with my clients to help them develop a financial plan that balances life today with their goals for the future. 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 addition to investment advice, I can also connect my clients with the right TD specialists to help them address a range of financial goals.
I am passionate and committed to helping my clients feel more confident in their financial future.
I look forward to working with you.
Certificates
MBA
F.Pl.
Our Tailored Approach
My name is Pantea Ghooparanloo, and I am a Senior Financial Planner with TD Wealth Financial Planning.
I look at the big picture, where you're at and where you want to be, and then design a financial plan to help get you there.
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TD Wealth Financial Planning
Your priorities are important to us. We can work together towards your goals, and can help with:
Healthcare Practitioners
As you develop your career as a physician or dentist, beginning with medical or dental school, through your residency and specialization training—on to being part of your own practice and retirement, TD is here to help with professional financial services for every step of your professional journey.
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.
We See The Whole You
Helping achieve what truly matters to you and your family.
Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.
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