Kate Spivakov
Investment Advisor
BA (Hons)
CIM®
Working together to help you achieve what truly matters to you
Office Location
Kate Spivakov is an Investment Advisor on the Maple Hill Wealth Management team. Kate started her career in the finance industry in 2009 and joined TD Wealth in 2013. She is dedicated to understanding individual clients' goals and priorities and working with them to create personalized wealth plans. Kate strives to help clients feel confident about their financial future with her attention to detail and ability to assess complex situations. She aims to assist them with their unique circumstances and to provide exceptional service and an enjoyable wealth experience.
She is a graduate of York University in Toronto and holds the Chartered Investment Manager (CIM®) designation. Some of Kate's volunteer work has included being a member of the Board of Directors at the Parent Resource Centre in her community, as well as various other volunteer initiatives such as TD Tree Days and office fundraisers. She enjoys photography, hiking, yoga, and traveling with her husband and two daughters.
Certificates
BA (Hons)
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
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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.
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Cottage succession: How to pass on a legacy and not potential complications
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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.