Make every step count. Contact me to learn how you can earn up to $1850.¹

Share your financial goals with us and we can help you build a personalized financial plan to start achieving them.

¹Conditions Apply. Offer ends January 31, 2025.

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Phone

Office

(905) 565-7115

Office Location

96 Clementine Dr Brampton, ON L6Y0L8. map

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With over 15 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals.

My commitment to continuous education, as well as completion of required qualifications, has earned me the Certified Financial Planner (CFP®) designation conferred by FP Canada.

I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.

Certificates

PFP®

CFP®

QAFP™

TD Wealth Financial Planning

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

Tax Planning

Work with us to assess and recommend strategies that can help to reduce your tax burden, and:

Reduce your taxable income during your lifetime or upon passing away
Explore income splitting strategies
Take advantage of tax deductions and credits available to you

Retirement Planning

We can offer strategies to help you become retirement-ready by discussing questions like:

How much income is needed for the retirement you aspire to?
How can you save enough to fund your retirement?
How can you reduce taxes during retirement?
When should you start taking your government benefits?

Estate Planning

Estate planning helps ensure your wishes are carried out and is an effective way to benefit your heirs.

Ensure you have an up-to-date Will and Power of Attorney
Consider using executor services like a corporate executor or Power of Attorney for Property
Transfer your wealth and help avoid any unintended consequences

Our Steps To Preparing A Plan Uniquely Yours

Discover what truly matters to you. We can offer planning and advice that can grow and evolve with you.

Develop Your Financial Plan

Put Your Plan Into Action

Communicate on Your Terms

Get Access to TD Expertise

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.

Helping achieve what truly matters to you and your family.

Our wealth solutions focus on four key areas in order to ensure you receive a personalized financial plan you can feel confident in.

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.

TD Wealth Financial Planning

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

Planning for every life stage

As we've all come to realize over the past year, life is full of uncertainty. That's why it's so important to plan for every life stage now, even the unexpected.

To help with that, I've included an article that you may find useful. If you'd like to discuss any of the topics raised in further detail, I'd be more than happy to schedule some time for us to chat.

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.

WIO: Monthly Perspectives

Every year around this time, the Wealth Investment Office reaches out to TD’s “Three Chiefs” when it comes to the financial world: Chief Economist Beata Caranci, Chief Wealth Strategist Brad Simpson, and Chief Investment Officer David Sykes. Together, they offer an invaluable pool of insights that help to frame the economy, the markets and where we go from here as investors.

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

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.

Make every step count. Contact me to learn how you can earn up to $1850.¹

¹Conditions Apply. Offer ends January 31, 2025.