Susan Desroches

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.

Start Here
Susan Desroches

Senior Financial Planner

B.Comm.

CFP®

I look forward to being with you every step of the way to help you achieve your personal financial goals

Contact me

Phone

Office

(705) 549-9825

Office Location

2 Poyntz Street Unit 117 Penetanguishene, ON L9M1M2. map

With over 31 of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals. My commitment to continuous education has earned me the CERTIFIED FINANCIAL PLANNER™ designation conferred by FP Canada as well as the FCSI® issued by the Canadian Securities Institute and the PFP® issued by the Canadian Securities Institute.

Phone

Toll Free

(866) 939-9931

Certificates

B.Comm.

CFP®


Financial success starts with a plan.

I'm a Senior Financial Planner with TD Wealth Financial Planning. Financial planning serves as a roadmap for your financial future, helping you navigate life's uncertainties. 
Connect with Me

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.

Accumulating wealth

We've spoken about your goals for the future, and how we can work together to develop innovative wealth strategies.

To keep you up to date on key financial considerations, I've included content for your viewing. If you'd like to discuss any of those topics in further detail, I'd be 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.

We See The Whole You

We work together to determine your Wealth PersonalityTM profile, discover your priorities, and develop a financial plan that's specifically tailored to your goals. Once you have a plan in place, you can feel confident knowing you've defined how you want your income and assets to work for you, now and in the future.
Discover Your Priorities

Helping achieve what truly matters to you and your family.

Our wealth solutions focus on four key areas in order to ensure you receive a personalized financial plan you can feel confident in.

Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.

Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.

Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.

Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.