Sarah Stewart
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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Senior Financial Planner
CFP®
Building your financial future – together
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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:
- 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.
Helping you achieve the financial future of your dreams As a financial planner with over 25+ years of financial services experience, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals.
I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.
Certificates
CFP®
Frequently asked questions
What does a financial planner do?
What to expect at my first meeting?
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
4 steps to your financial roadmap for life
Our four-step process helps keep your financial plan aligned with your goals and circumstances as they change over time.
Your Financial Planning Experience
1.Initial Discovery
2.Your Financial Plan
3.Welcome to TD Wealth Financial Planning
4.Regular Review Meetings
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.
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.
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.
Stepping into retirement: Preparing for the big transition
The transition from a successful career to this stage in life isn’t always easy.
Passing on your wealth
Review 9 practical steps to start making your estate plan.
We See The Whole You
Creating a wealth plan to help meet your long- and short-term goals
That's how I can help—by working with you one-on-one to create a personalized wealth plan that's lock-step with your life events and needs.
Working together, I can also help you:
- Discover your Wealth Personality™ to determine what drives your decisions
- Identify and prioritize your short- and long-term goals
- Find the confidence to take charge of your financial future through advice and planning