Alison Kitts, Investment Advisor,Windsor, ON

Phone

Office

Office Location

156 Ouellette Ave., Suite 300 Windsor, ON N9A 1A4. map

With over 20 years experience in the financial industry, Alison understands the unique challenges faced by many women as they envision retirement. Whether single, married, widowed or divorced – women are balancing many priorities such as family and friends, personal wellness and the responsibilities of being a caregiver.

As a Certified Retirement Specialist, Alison educates clients on the importance of assessing their current financial situation and identifying their goals and objectives. This personal information then forms the basis of their comprehensive wealth plan. With regular monitoring and a great client-advisor relationship, Alison's clients have peace of mind regarding their financial journeys. .

To ensure all aspects of her client's life are protected, Alison works closely with her colleagues in Trust and Estate Services and discusses the importance of maintaining up to date Wills and Powers of Attorneys as well as ensuring clients are properly protecting their family and lives through appropriate insurance offerings.

Alison is passionate about advocating for Women in Investing. Not only is she on TD's Women in Leadership team, she also hosts regular seminars for Women and Wealth. Empowering women to Own Their Futures – giving them confidence in the decision making that many women will find themselves facing over the different stages of life.

Alison also understands the growing desire people have to want to feel good about the investment choices they are making. In addition to a sound wealth plan, they also want their social and environmental issues supported. Alison, like you, is concerned about issues such as the environment, human rights and other concerning global topics. She can help incorporate your personal philosophy of being socially and environmentally responsible into the investment decision making.

Contact Alison today if you would like to learn more about how you can make your investment portfolio match your values and still keep you on path for your ideal retirement dream.

Phone

Toll Free

(800) 287-1898

Branch Phone

(519) 253-2299

Branch Fax

(519) 253-2281

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

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

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.

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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Women and Investing
Retirees / Pre-retirees
Multi-Generational Family
Entrepreneurs / Business Owners

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

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.

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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