Mirhad Balic
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Office Location
I believe wealth should be simplified, that life can be complex enough that you should not be spending time worrying about whether you are on track to achieve your financial goals. Instead you should have a dedicated professional to help you plan for success.
My commitment to my clients is that I will always put my clients first and help ensure your investments are suitable allowing you to spend time with your loved ones. We take the time to understand your family needs before considering any solutions or recommendations for your family.
We strive to choose best-in-class investments and ensure our clients are on track with achieving their goals. We can connect you with a team of TD and external specialists who can assist you in estate planning strategies, tax management, insurance solutions, business succession and charitable giving strategies.
Our fee-based practice ensures that our recommendations are based on our best, ethically aligned solutions for your unique situation. We believe this puts us firmly on the same side of the table as the families we care for. My practice is run like a family office, leveraging TD's vast resources and strong customer-centric brand.
I hold a B.A. in Economics from the University of Manitoba as well as numerous investment certificates and designations.
Take the next step. Mirhad offers a complementary second opinion. Get in touch!
Certificates
B .Econ
B.A.
Languages
English
Bosnian
Croatian
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
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
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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