Sahil Budhiraja

Sahil Budhiraja

Senior Financial Planner

CFP®

Working together to achieve the financial goals that matter to you most

Phone

Office

(905) 793-4946

Office Location

60 Peel Centre Dr Unit 103 Brampton, ON L6T4G8. map

See Additional Office Locations

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

CFP®

Languages

English

Hindi

Punjabi

Disciplined process

Your Financial Planning Experience

1.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.

2.Initial Discovery

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

3.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.

4.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.

5.Our TD Specialists

When you need more, we’ll connect you to the right TD specialists who can help meet your diverse needs.

6.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.

Your Financial Planning Experience

1. 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.

2. Initial Discovery

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

3. 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.

4. 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.

5. Our TD Specialists

When you need more, we’ll connect you to the right TD specialists who can help meet your diverse needs.

6. 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.

Your Unique Goals

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

TDAM: Tax & Retirement Planning Guide

At TD Asset Management Inc. (TDAM), we understand the importance of tax planning to investors. There are many tax-efficient investment vehicles available to Canadians to help maximize after-tax income and grow their investment portfolios.

TDAM: WAAC Perspectives

The TD Wealth Asset Allocation Committee (WAAC) is composed of a diverse group of highly experienced investment professionals across TD Asset Management Inc. and TD Wealth. The WAAC meets monthly to evaluate return expectations for key asset classes including equities, fixed income and real assets, based on insights from the highly accomplished investment teams at TDAM.

Market Perspectives: Trump, Tariffs & Trade

The TD Wealth Asset Allocation Committee provides its latest views on asset classes, where investing opportunities may arise, and future scenarios for global economies and interest rates.

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