1. Initial Discovery
Our discovery process focuses on understanding your priorities and goals in order to better support them.
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At TD Wealth Financial Planning, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, personalized wealth advice you deserve. We work with a wide range of clients whose needs and desires vary greatly, and we understand that one size doesn't fit all. From investing in your children's future, to planning for your own retirement or leaving a legacy, we are here to help you every step of the way.
Your priorities, our expertise
We start with an understanding of who you are, your values and your vision of success. This means reviewing the financial decisions you've made over the years, the goals you've set for yourself in the years to come, and the ways in which these reflect what is important in your life. We then use our proprietary Discovery Process, based on behavioral finance principles, to uncover your Wealth PersonalityTM profile. We then leverage this to deliver a personalized financial plan that fits your financial goals and can evolve with you as your needs change over time.
As a Financial Planner with over 8 years of financial services experience, I am passionately committed to providing my clients a fully integrated financial plan that balances living life today with setting goals for tomorrow. I hold a MBA degree in Business Management. I also hold the Certified Financial Planner (CFP®) designation offered by FP Canada.
To help meet my clients' evolving needs, I work together with a team of specialists in investment management, estate planning, tax, credit, and insurance.
Connect with me today to learn more about how I can help you and your family reach your personal and financial goals.
Certificates
CFP®
MBA
What does a financial planner do?
What to expect at my first meeting?
What are the steps in financial planning?
Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.
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.
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.
The transition from a successful career to this stage in life isn’t always easy.
Our discovery process focuses on understanding your priorities and goals in order to better support them.
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.
Once we get to know you, we will work with you to develop a personalized financial plan to help you achieve your goals.
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.
Our discovery process focuses on understanding your priorities and goals in order to better support them.
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.
Once we get to know you, we will work with you to develop a personalized financial plan to help you achieve your goals.
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.
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