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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.
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement Planning
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
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Your Trust Officer with TD Private Trust provides a full range of Estate and Trust services that includes supporting you with your Will and Power of Attorney for property (POA) planning needs where The Canada Trust Company will act as your executor or attorney, and assisting you when you act as attorney or executor for a family member or friend. Your Trust Officer focuses on building long lasting relationships with you and your loved ones by providing continuity during the implementation of your financial and estate plan. From planning through administration, your Trust Officer supports you in creating a lasting legacy.
Phil Ball
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Market Commentary
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