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 great client-advisor relationships, Alison's helps clients along 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.