Alison Kitts
Investment Advisor
Tailored solutions in tune with your needs and the needs of those you care about
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With over 20 years experience in the financial industry, Alison understands the unique challenges faced by many women as they envision retirement. Whether single, married, widowed or divorced – women are balancing many priorities such as family and friends, personal wellness and the responsibilities of being a caregiver.
As a Certified Retirement Specialist, Alison educates clients on the importance of assessing their current financial situation and identifying their goals and objectives. This personal information then forms the basis of their comprehensive wealth plan. With regular monitoring and a great client-advisor relationship, Alison's clients have peace of mind regarding their financial journeys. .
To ensure all aspects of her client's life are protected, Alison works closely with her colleagues in Trust and Estate Services and discusses the importance of maintaining up to date Wills and Powers of Attorneys as well as ensuring clients are properly protecting their family and lives through appropriate insurance offerings.
Alison is passionate about advocating for Women in Investing. Not only is she on TD's Women in Leadership team, she also hosts regular seminars for Women and Wealth. Empowering women to Own Their Futures – giving them confidence in the decision making that many women will find themselves facing over the different stages of life.
Alison also understands the growing desire people have to want to feel good about the investment choices they are making. In addition to a sound wealth plan, they also want their social and environmental issues supported. Alison, like you, is concerned about issues such as the environment, human rights and other concerning global topics. She can help incorporate your personal philosophy of being socially and environmentally responsible into the investment decision making.
Contact Alison today if you would like to learn more about how you can make your investment portfolio match your values and still keep you on path for your ideal retirement dream.
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Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
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.
Our Services
Women and Investing
Retirees / Pre-retirees
Multi-Generational Family
Entrepreneurs / Business Owners
What We Do
What to expect when working with us
Initial Discovery
Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. 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. 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.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
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