Parm Gill
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Having immigrated to Canada from England with my parents, I saw firsthand the amount of time and effort my parents invested and the sacrifice they faced to support our family. These are lessons I instill in my own kids to this day, and is the cornerstone as to why I am so passionate about helping my hardworking clients achieve their life goals.
Showing a natural inclination towards analyzing numbers and providing solutions, I take a true interest in understanding and building personalized financial plans for pre-retirees and retirees. Creating a blueprint aimed at seeing my clients through retirement and with the goal of allowing them to live their ideal lifestyle is just as fulfilling to me.
My process begins with a thorough discovery meeting, where I get to know you and what is most important to you. With sincerity, I will provide an upfront, realistic assessment of your goals, based on your scenario. Grounded in your goals, your personal financial plan will be created and presented to you in a following meeting. Only with your agreement, will your plan be implemented. We will then discuss next steps.
I genuinely care for the well-being of my clients. I do my best to take the stress out of deciding where to invest and I am here to be the main point of contact for my clients' financial health.
Certificates
CFP®
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
Incorporation
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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Money Talk
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Gearing up for 2024: Tax and rule changes coming in the new year
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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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Federal Budget 2023: What you need to know
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Federal Budget 2023: What you need to know
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TD Economics
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TD Economics
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Monthly Perspectives: The Perfect Gift
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Michael Craig on key investing themes to watch in 2024
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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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