Nancy Lauzon
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Certificates
FMA
CFP®
LLQP
Helping achieve what truly matters to you and your family.
Our wealth solutions focus on four key areas in order to ensure you receive a personalized wealth plan you can feel confident in.
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.
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
Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.
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Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
Women and Investing
Your Unique Goals
Our integrated approach is built on years of experience. We work closely with you to identify your unique goals and lifestyle needs before creating a comprehensive detailed wealth strategy designed to help you achieve your short- and long-term goals as they evolve over time. TD Wealth’s discovery process harnesses the cutting-edge field of behavioural finance, which we use to understand your wealth personality and what influences your wealth decisions – including your financial blind spots.
Janique – A Coach by Your Side
Turning setbacks into opportunities
When it comes to facing setbacks, it can be difficult to navigate it alone. Financial advice can help you feel confident in building your future.
For Janique, whether in sports or finance, she found it important to have a coach she could trust and obtain guidance from. Janique's story is an example of how financial advice from TD Wealth allowed her to turn a setback into a success story.
Connect with me to learn more about finding trust and getting back on track by building a personalized financial plan.
When it comes to facing setbacks, it can be difficult to navigate it alone. Financial advice can help you feel confident in building your future.
For Janique, whether in sports or finance, she found it important to have a coach she could trust and obtain guidance from. Janique's story is an example of how financial advice from TD Wealth allowed her to turn a setback into a success story.
Connect with me to learn more about finding trust and getting back on track by building a personalized financial plan.
Tailored Solutions
Our solutions can help people meet their unique needs and make them feel more confident in their financial future.
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.
Market Commentary
Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.
Gearing up for 2024: Tax and rule changes coming in the new year
Article
Gearing up for 2024: Tax and rule changes coming in the new year
As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
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Money Talk
Article
Money Talk
Cut out the noise.
Hear what matters.
Watch our top story now
TD Economics
Article
TD Economics
The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
Monthly Perspectives: The Perfect Gift
PDF
Monthly Perspectives: The Perfect Gift
Read the latest from our Wealth Investment Office
Michael Craig on key investing themes to watch in 2024
Article
Michael Craig on key investing themes to watch in 2024
As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
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Federal Budget 2024: How proposed new taxes and spending could impact the economy
Article
Federal Budget 2024: How proposed new taxes and spending could impact the economy
The federal government has released its 2024 budget with a focus on new taxes, increased spending and housing affordability. Derek Burleton, Vice President and Deputy Chief Economist at TD, speaks with Greg Bonnell about the economic implications.
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