John Fletcher
Senior Investment Advisor
CIM®
Helping You Protect, Grow, and Transition Your Wealth
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My commitment is simple: to help you achieve your financial goals with the right solutions, delivered through exceptional service.
I work closely with each client to develop personalized wealth and retirement strategies—tailored plans that evolve with your life and priorities. The foundation of my approach is a trusted relationship built on transparency, consistent communication, and a deep understanding of your unique circumstances.
By collaborating with your accountant, lawyer, and our in-house specialists at TD Bank Group, we offer a fully integrated approach. Our services span investment management, estate and trust planning, wealth protection and insurance, and charitable giving strategies.
Our TD specialists include:
- High Net Worth Planners
- Private Bankers
- Estate & Trust Advisors
- Insurance Specialists
Our goal is to bring you confidence and clarity, so you can focus more on the people and pursuits that matter most.
Let’s start a conversation about your personal wealth strategy and how we can help you build a secure, lasting legacy for you and your family.
Certificates
CIM®
Your Goals, Our Priorities
We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.
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
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.
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.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Estate planning misconceptions: Why a Will may not be enough
Article
Estate planning misconceptions: Why a Will may not be enough
Estate planning is often thought of as simply having a Will in place for the end of life. But Mindi Banach, Tax and Estate Planner at TD Wealth, says an estate plan can do much more: it can help create a plan for your loved ones and clarify the legacy you want to leave behind. She also shared what to consider when getting started.
Cottage succession: How to pass on a legacy and not potential complications
Article
Cottage succession: How to pass on a legacy and not potential complications
A cottage can be a meaningful legacy, but passing it on raises key questions around ownership and logistics. Nicole Ewing, Principal, Wealth Planning Office, TD Wealth says early conversations on taxes, usage and shared responsibilities are important along with understanding fair market value, adjusted cost base and family intentions.
Health-care costs?
Article
Health-care costs?
You planned for retirement. Did you also plan for health-care costs? Some health-care expenses may not be covered in retirement. Here’s how to think about those costs before they affect your plan.