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When Tim and Patty were faced with a life-altering event, their TD Wealth advisor helped them through the deeply personal aspects of legacy planning. Find out how personalized retirement planning helped this couple retire earlier and make up for lost time. They found that having the right TD Wealth advisor to help answer their questions, even the ones they didn't know to ask, can help uncover new possibilities. Steve and Lee-Ann know that the path to retirement has many twists and turns. Making up for lost time with a sound retirement plan Find out how the right financial advice helped give them a brighter view of life. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan.

As parents, they worry about how potential challenges with the business could impact their family’s future. Nick & Justina – Business owners teaming up with TD WealthĪs small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty.

When Polly moved to Canada, she was determined to build a great life for her family. Polly – Moving forward with the right financial planĮmpowering Polly to achieve financial success Leave a legacy – Helping my clients to build a plan to effectively transfer their wealth.Protect what matters – Leveraging the expertise of TD specialists, I help integrate strategies to protect what matters to my clients.

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.

Build net worth – Identifying investment solutions that align to my clients’ evolving needs.

Whether you are planning for retirement or starting a new business, I am here to help guide you every step of the way. I take the time to understand, not just their current financial circumstances, but also the objectives and motivations integral to it. 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.