1. Welcome to TD Wealth Private Investment Advice
Next, we put that plan into action by constructing a portfolio that complements it. This phase involves an official onboarding and any account transfers required.
Shari Teal
Shari Teal
Senior Investment Advisor
CFP®
FCSI®
CIM®
Working together to help you achieve what truly matters to you
Phone
Office Location
As a Senior Investment Advisor, my mandate is to help you preserve and grow your wealth through tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. I will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals.
Certificates
CFP®
FCSI®
CIM®
Disciplined process
Your Wealth Management Experience
1.Welcome to TD Wealth Private Investment Advice
Next, we put that plan into action by constructing a portfolio that complements it. This phase involves an official onboarding and any account transfers required.
2.Personal Wealth Strategy Meeting
Once we understand your unique situation, we can help you develop a personalized wealth plan.
3.Regular Review Meetings
To ensure your wealth plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.
4.Meet your Team
Whenever your needs require specialized support, we will build a team of TD specialists who can help
5.On Going Proactive Service
Your Investment Advisor will stay in touch with you, keeping you up to date on what matters to you.
6.Initial Discovery
Our discovery process focuses on understanding your priorities and goals in order to better support them.
Your Wealth Management Experience
2. Personal Wealth Strategy Meeting
Once we understand your unique situation, we can help you develop a personalized wealth plan.
3. Regular Review Meetings
To ensure your wealth plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.
4. Meet your Team
Whenever your needs require specialized support, we will build a team of TD specialists who can help
5. On Going Proactive Service
Your Investment Advisor will stay in touch with you, keeping you up to date on what matters to you.
6. Initial Discovery
Our discovery process focuses on understanding your priorities and goals in order to better support them.
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 Solutions
Our solutions can help people meet their unique needs and make them feel more confident in their financial future.
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Tax Planning
Portfolio Management
Transfer of Wealth
Will and Estate Planning
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.