Dina Williams
Senior Investment Advisor
BA
CFP®
Our discovery and wealth management approach is driven by what matters most to you
Phone
Office Location
Dina has 29 years of experience in the Investment industry providing financial advice and Wealth management with seven years prior experience in accounting.
Dina has been an Investment Advisor with TD Wealth Private Investment Advice since 2006. Prior to 2006, she was a Private Wealth Consultant managing high-net-worth clients at a leading investment firm for 12 years. Her career in the Investment industry started working on the institutional trading floor of a leading Brokerage firm.
In 1999, Dina was awarded by the Financial Planner Standards Council of Canada the highly regarded Certified Financial Planning Designation (CFP). Dina also has a degree in Economics from York University, which provides the fundamentals and building blocks for providing investment advice in complex world economies. My methodology is client, family and business focused where I have developed strong relationships over the years. I specialize in investment management, retirement and estate planning strategies, business succession planning strategies, and tax management strategies.
I will work with you and your family over the years to help accumulate preserve and transition your wealth. A customized strategy is implemented for each client, which is based on their unique circumstances. A regular follow- through strategy is employed and the plan will be reviewed on a regular basis.- My belief is the key to lifetime financial health and happiness- through the years- is a holistic style wealth management plan- that focuses on all aspects of a client's financial well-being.
Phone
Fax
(905) 815-2324
Certificates
BA
CFP®
Quarterly Newsletter: Summer 2023
To My Clients:
A fair degree of uncertainty continues to cloud the markets. In times like these, it may be helpful to recall this advice: Don’t let the merits of a good investment be overridden by the macro outlook. In some cases, the outlook may not unfold as expected: for 18 months now, many economists have been calling for an “imminent” recession. Most of us are investing for the years to come, and not for today. As your advisor, I continue to position portfolios to meet these future objectives. I hope that the summer months bring many leisurely pursuits. As always, please call if I can be of assistance.
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
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
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.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Tailored Solutions
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.
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