Varun Bhagwat
Senior Financial Planner
MBA
CFP®
Building your financial future – together
Phone
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I have been working in the financial services industry since 2008, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals.
I hold a Master of Business Administration (MBA) degree in Finance from McMaster University.
I look forward to working with you.
Certificates
MBA
CFP®
Frequently asked questions
What does a financial planner do?
What to expect at my first meeting?
What are the steps in financial planning?
Your Unique Goals
Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.
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.
Your Goals Are Our Priority
- Can enhance your confidence in your ability to achieve your goals
- Takes into consideration what is most important to you
- Maximizes savings through investment and tax strategies
Helping achieve what truly matters to you and your family.
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.
Lynn – The Gift of Planning
When experiencing a difficult situation and looking for financial security, finding the right advisor can be a critical step toward making it easier. TD Wealth helped Lynn’s dad make sure everything was in place for when he was gone.
Lynn believes in the value of planning, as her father worked with TD Wealth to prepare his finances and plan for the future of his daughter, making a very difficult life experience easier.
Contact me today to find out how I can help you feel reassured in your financial future.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
8 not-so-secret ideas to help you grow your RRSP
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8 not-so-secret ideas to help you grow your RRSP
Contributing to a Registered Retirement Savings Plan might be the easy part: Incorporating your RRSP wealth into your larger financial plan may be complex. Here are 8 intricate situations and some ideas that you should know about.
Parliament on pause: What’s happening with taxes now?
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Parliament on pause: What’s happening with taxes now?
Parliament has been prorogued until March 24, 2025, sending a number of previously announced tax proposals into limbo. Nicole Ewing, Principal, Wealth Planning Office, TD Wealth, shares some insights to better understand how the shutdown of Parliament could impact Canadians’ financial planning.
Michael Craig on market implications of Trump’s tariff announcements
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Michael Craig on market implications of Trump’s tariff announcements
Markets have been roiled after U.S. President Donald Trump followed through in announcing tariffs against Canada, Mexico and China. Michael Craig, Managing Director and Head of Asset Allocation and Derivatives with TD Asset Management, speaks with MoneyTalk’s Kim Parlee about the potential implications and what to expect from global markets.