Shrikant Tripathi, Financial Planner,Scarborough, ON

Phone

Office

Office Location

1571 Sandhurst Circle Scarborough, ON M1V1V2. map

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

MBA

B.Comm.

Languages

English

Hindi

Urdu

Gujarati

Punjabi

Wealth-building Strategies for now and the years ahead

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.

Monthly Perspectives: Monthly Perspectives: March 2025 | A Bigger Boat

Relentless suspense. The fear of the unknown. The shark attacks themselves. As the tension increased, so did the stakes. They're on the fishing vessel, and suddenly, this massive great white surfaces, leading Chief Brody to inform the shark hunter with the now famous line: “You’re gonna need a bigger boat.” That’s the idea that inspired this month’s Perspectives. The best way to safely and profitably navigate the ocean while protecting against predators is a well-managed, diversified portfolio.

A Behavioural Perspective On Risk

Watch Lisa Brenneman, Head of Behavioural Finance at TD Wealth & Laura Goodyear, Research Associate at BEAR, as they discuss the findings from TD Wealth's latest research that examines the behavioural and psychological factors that may impact a person's willingness to take financial and investment risk.

What We Do

We start by engaging in a balanced discovery conversation. We engage in a collaborative consultation to fully understand your financial needs, priorities and goals. Family, business and experience are all considered. With a deep understanding of your priorities, a lead advisor connects you with a core team of TD specialists with expertise in everything from investment, estate and trust planning and philanthropy, to business succession and tax planning.

Through our discovery process we’ll connect you to the right relationship manager, who based on your specific needs, will build a team of specialists around you to help achieve your vision of success.

At TD Wealth, we believe in taking the time to discover what truly matters to you. You’ll have access to a team of TD specialists, who will get to know what’s important to you before getting to your numbers. It’s private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

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.

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.

What does a financial planner do?

Tax Planning

Retirement Planning

Family Trusts

Who might consider this? Families who are sharing wealth and complex tax issues.

The tax benefits of a trust are the abilities to distribute wealth to family members and to lower the overall tax exposure of the family. A trust, which is regarded as a taxpayer for Canadian income tax purposes, is a legal relationship between the person who sets up the trust (the settlor), the person who manages the assets in the trust (the trustee) and the individuals who benefit directly — the beneficiaries of the assets. It can be used to mitigate taxes around the transfer of property, estate planning or preserve assets for minors.

Estate Planning

Steve & Lee-Ann – Creating a personalized plan to retire early

Making up for lost time with a sound retirement plan

Steve and Lee-Ann know that the path to retirement has many twists and turns. They found that having the right TD Wealth advisor to help answer their questions, even the ones they didn't know to ask, can help uncover new possibilities. Find out how personalized retirement planning helped this couple retire earlier and make up for lost time.

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.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.