Presiah Harsh, Financial Planner,Orleans, ON

Phone

Office

Office Location

2325 St Joseph Blvd Orleans, ON K1C1E7. map

I have been working in the financial services industry since 2017, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals.

I hold the Qualified Associate Financial Planner (QAFP™) designation offered by the Financial Planning Standards Council.

I look forward to working with you.

Certificates

CFP®

QAFP™

Languages

English

Education

QAFP™

Frequently asked questions

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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:

TDAM: Tax & Retirement Planning Guide

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Passing on your wealth

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Success Begins With Understanding

A financial plan is an in-depth document with many individual parts. By gaining an understanding of your needs, we help to ensure that your plan reflects your current financial situation and defines your goals, the timelines for targeting them and the steps you need to take to get there.

Your hopes and expectations are at the heart of your financial plan.

That’s why at TD Wealth Financial Planning we take the time to discover and appreciate your needs, and include them in any discussion of your goals, so that together we may set a course for the future that you envision for yourself and your family.

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.

Research and Insights From The Wealth Investment Office

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WIO: Portfolio Strategy Quarterly | Q2 2026 -Amid Forces

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Our Steps To Preparing A Plan Uniquely Yours

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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.

Janique – A Coach by Your Side

Turning setbacks into opportunities

When it comes to facing setbacks, it can be difficult to navigate it alone. Financial advice can help you feel confident in building your future.

For Janique, whether in sports or finance, she found it important to have a coach she could trust and obtain guidance from. Janique's story is an example of how financial advice from TD Wealth allowed her to turn a setback into a success story.

Connect with me to learn more about finding trust and getting back on track by building a personalized financial plan.

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

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