Tim Sullivan
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Imagine a future where your financial success fuels not just your present comfort, but also a lasting legacy for generations to come. I believe it starts with an Investment Advisor who sees beyond investments, understanding the very fabric of your aspirations and the life you've worked so diligently to build.
As an Investment Advisor holding the Certified Financial Planner designation and with over 20 years of experience, I've witnessed firsthand the profound impact strategic financial planning can have on families. It's about much more than numbers; it’s about preserving your values, securing your family's future, and ensuring a seamless transition of your wealth.
I offer tailored strategies designed for your unique goals. This encompasses comprehensive wealth management, sophisticated tax mitigation, and multi-generational planning to help you achieve your vision and build a legacy that endures. I pride myself on honesty, transparency, and straightforward communication, guiding you with precision every step of the way.
Away from the office, I actively support my community by coaching in the Nepean Wildcats girls hockey association, while also serving on the Board of Directors as President at the Rideau View Golf Club. I am invested in community connection, which informs the care I deliver to you.
Ultimately, your financial well-being is deeply connected to your overall legacy. I'm committed to helping you achieve both. Let's talk about your vision and craft a plan to make it a lasting reality. Let’s build your future, together.
Certificates
B.Comm. (Hons)
CFP®
Languages
English

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
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.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
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