Parth Vani
Financial Planner
MBA
PFP®
I go beyond building investment plans, I build personalized financial plans
Phone
Office Location
Connect
I have been working in the financial services industry since 2015, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals.
I hold a Master's degree in business administration from Vancouver Island University.
I also hold the Personal Financial Planner PFP®, offered by CSI.
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.
In my role, I focus on four key areas:
1. Building net worth – Identifying investment solutions that align to my clients' evolving needs.
2. 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.
3. Protect what matters – Leveraging the expertise of TD specialists, I help integrate strategies to protect what matters to my clients.
4. Leave a legacy – Helping my clients to build a plan to effectively transfer their wealth.
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
PFP®
Languages
English
Hindi
Gujarati
Frequently asked questions
What does a financial planner do?
What to expect at my first meeting?
What are the steps in financial planning?
How much money do I need to work with a TD Wealth Financial Planner?
Disciplined process
Your Financial Planning Experience
1.Initial Discovery
2.Your Financial Plan
3.Welcome to TD Wealth Financial Planning
4.On Going Proactive Service
5.Regular Review Meetings
6.Our TD Specialists
Your Financial Planning Experience
Initial Discovery
Our discovery process focuses on understanding your priorities and goals in order to better support them.
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.
Welcome to TD Wealth Financial Planning
Next, we put that plan into action. This phase involves an official onboarding as well as any account transfers required to begin implementing your plan.
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.
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.
Our TD Specialists
When you need more, we’ll connect you to the right TD specialists who can help meet your diverse needs.
Important Tax Information for 2026
Tax Free Savings Account (TFSA)
- 2026 TFSA contributions can now be made. The annual TFSA contribution limit for 2026 is $7,000 and you can carry forward unused contribution room from previous years.
Registered Retirement Savings Plan (RRSP)
- Your RRSP contribution limit for the 2025 tax year can be found on your Canada Revenue Agency Notice of Assessment for 2024.
- The deadline for contributions to be in the 2025 tax year is 11:59 p.m. on March 2, 2026. The RRSP contribution limit for 2026, subject to any adjustments, is $33,810.
Registered Education Savings Plan (RESP)
- The lifetime maximum RESP contribution limit is $50,000 for each beneficiary.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Money Mismatch: 4 ideas to manage your money and your relationship
Article
Money Mismatch: 4 ideas to manage your money and your relationship
More than half of Canadians surveyed say they would break up over a partner's spending habits. Here's why some planning and flexibility can be the foundation of a great money partnership.
3 questions snowbirds should ask before taking flight
Article
3 questions snowbirds should ask before taking flight
The annual migration may look a little different for Canadian snowbirds this year. Whether you're still planning or already packing, here are three items to double-check before heading abroad for an extended period.
2026 resolutions: 4 things you can do now to improve your fiscal fitness
Article
2026 resolutions: 4 things you can do now to improve your fiscal fitness
Starting the new year on the right foot, financially, may be easier than you think. Are you ready to strengthen your wealth building muscle? Here are four ways to get your money doing some of the heavy lifting.