Retirement Planning
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.
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.
TD Wealth Financial Planning
Your priorities are important to us. We can work together towards your goals, and can help with:
Tabs Menu: to navigate this menu, press tab and use the left & right arrow keys to change tabs. Press tab to go into the content. Shift-tab to return to the tabs.
Transfer of Wealth
Will and Estate Planning
Retirees / Pre-retirees
Achieve what truly matters to you
We offer wealth and investment management solutions to a select group of clients. Our specialists have extensive experience working with high-net-worth and ultra-high-net-worth Canadian individuals and families and we understand their distinct needs. We also understand that one size doesn't fit all, and that personalizing your wealth strategy involves taking the time to really get to know you and your vision for the future.
Individual Pension Plans
Who might consider this? Executives with high incomes and small business owners.
High income earners may find at some point in their career that Registered Retirement Savings Plans (RRSPs) may leave too much wealth exposed to tax. An alternative solution is an Individual Pension Plan (IPP), a registered and defined benefit pension plan that a company can structure for their executives. A small business owner may also benefit from an IPP although to qualify they must pay themselves a salary.
An IPP can create more contribution room over and above RRSPs, and contribution room can significantly rise from there until age 65.
High income earners may find at some point in their career that Registered Retirement Savings Plans (RRSPs) may leave too much wealth exposed to tax. An alternative solution is an Individual Pension Plan (IPP), a registered and defined benefit pension plan that a company can structure for their executives. A small business owner may also benefit from an IPP although to qualify they must pay themselves a salary.
An IPP can create more contribution room over and above RRSPs, and contribution room can significantly rise from there until age 65.
Your Unique Goals
Our integrated approach is built on years of experience. We work closely with you to identify your unique goals and lifestyle needs before creating a comprehensive detailed wealth strategy designed to help you achieve your short- and long-term goals as they evolve over time.
