Tariq Farag

Tariq Farag

Associate Planner

Building your financial future – together

Contact Me

Phone

Office

(519) 383-5283

Office Location

1920 Dundas Street London, ON N5V3P1. 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.

Languages

English

French

TD Wealth Financial Planning

Your priorities are important to us. We can work together towards your goals, and can help with:

Retirement Planning

Whether planning for an earlier retirement or enriching your retirement goals, I will work with you to help make it possible.

Tax Planning

I will share strategies to help reduce your taxable income by taking advantage of tax deductions and credits.

Estate Planning

With a plan in place, you can decide the fate of your assets and help ensure your wishes are carried out.

What To Expect From TD Wealth Financial Planning

As a TD Wealth Financial Planning client, we will help develop a deep understanding of you and the needs, goals and priorities you have for yourself and your family. With that deep understanding, We will work with you to develop your personalized financial plan. And that’s just the beginning of our journey. Over time, we will be there to help guide you as your life evolves, celebrating milestones, helping you manage the unexpected and updating your plan as your circumstances change.

Frequently asked questions

Get answers to your financial planning questions.
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