Jocelyn Willoughby
Phone
Office Location
Jocelyn started her career in financial services in 1998, and joined TD Wealth Private Investment Advice in 2011. As a Senior Investment Advisor, Jocelyn holds the Certified Financial Planner and Chartered Investment Manager designations, as well as the Certificate in Retirement Strategy. Her passion is to help people in Orangeville, Newmarket, Bradford, Aurora and Barrie optimize their finances and plan for the future. Together, with her team at Willoughby Wealth Management, Jocelyn is dedicated to providing truly personalized service.
In the community, Jocelyn works with local charities and lives an active lifestyle in Ontario's beautiful outdoors with her Mini Labradoodle, Truffles.
Willoughby Wealth Management is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Phone
Fax
(519) 941-4128
Certificates
CFP®
CIM®
BBA
Bring your financial future to life
We understand that your future is about more than your money. That’s why we ask a lot of questions and listen carefully to your answers. We’re here to talk when you have concerns, and we will have candid and honest conversations about your progress. We work closely with you to help connect the puzzle pieces of your financial life, so they fit seamlessly together.
Committed to you
By balancing a strategic combination of day-to-day responsibilities with big-picture planning, we take care of the details so you can focus on living your life.