Wassen Mahdi

A financial plan for every aspiration

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Wassen Mahdi

Senior Financial Planner

FMA

CFP®

QAFP™

Building your financial future – together

Phone

Office

(905) 875-2116

Office Location

496 Edinburgh Rd Guelph, ON N1G4Z1. map

I have been working in the financial services industry since 2005, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals. I hold a diploma in Business Administration-Financial Planning from Conestoga College. I also hold the Financial Management Advisor (FMA) designation offered by the CSI. I look forward to working with you.

Phone

Toll Free

(833) 875-2116

Certificates

FMA

CFP®

QAFP™

Frequently asked questions

Get answers to your financial planning questions.

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:

Executing tax-efficient plans

It's never too early nor too late to start thinking about tax efficiency.

To ensure that 
you're up to date on timely tax-related considerations, I've included an article for your viewing. 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 speak.

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.

Stepping into retirement: Preparing for the big transition

The transition from a successful career to this stage in life isn’t always easy.

Important Tax Information for 2026

Tax Free Savings Account (TFSA)

  • 2026 TFSA contributions can now be made. The annual TFSA contribution limit for 2026 is $7,000 and you can carry forward unused contribution room from previous years.

Registered Retirement Savings Plan (RRSP)

  • Your RRSP contribution limit for the 2025 tax year can be found on your Canada Revenue Agency Notice of Assessment for 2024.
  • The deadline for contributions to be in the 2025 tax year is 11:59 p.m. on March 2, 2026. The RRSP contribution limit for 2026, subject to any adjustments, is $33,810.

Registered Education Savings Plan (RESP)

  • The lifetime maximum RESP contribution limit is $50,000 for each beneficiary.

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.

Lynn – The Gift of Planning

Protecting what matters

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.

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.

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