TD Wealth Financial Planning

About

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.