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Bev Kumar, Senior Investment Advisor at TD Wealth Private Investment Advice, works to serve both individuals and families to help simplify the financial landscape by focusing on what matters most, guiding individuals to connect with their purpose and goals. Once Bev understands you and your goals better, she then presents a tailored investment solution. Bev's passion lies in not only building her clients' net worth over time but more importantly building their financial confidence.
Bev's approach is different. She takes a holistic approach as she helps you organize your finances, to bring to the forefront any blind spots, so decisions aren't made in isolation. She achieves this by architecting with you, a detailed financial plan, that helps you to visualize the big picture, and understand that money itself isn't the end goal, but instead is a tool to serve the life you are creating and want to lead. It's this level of service and dedication to creating this beautiful financial harmony that will give you a sense of being taken care of.
In addition, depending on your personal situation, Bev can leverage the expertise of a team of TD specialists in areas of Tax & Estate planning, Business Succession, Insurance, High Net Worth Strategies and Philanthropic services to help ensure all your wealth needs are covered.
Bev is a 25-year veteran in financial services, with international experience having worked almost half a decade in the UK. She has held the Certified Financial Planner (CFP) designation since 2008, keeping her knowledge current and relevant by completing 25+ hours of professional education annually to keep abreast of new developments to better assist her clients.
Although Bev was born in Canada, the youngest of four siblings, she spent her early childhood growing up in the tropical islands of Fiji, where her parents owned and operated several businesses. When Bev was around age 7, her family moved and settled in Vancouver BC. Always the entrepreneur her father started new businesses in Canada. Having grown up in the family's various businesses (retail store, restaurant, manufacturing plant, etc.…) Bev developed a strong work ethic and a collaborative hands-on approach to business and finance. She learnt early on that to achieve success one must work together towards the big picture, she embodies this life lesson even today, as she fondly refers to her clients as "my financial family'. Bev lives with her husband, two children, and their Mal-Shi "Lil' Tank", where she equally imparts her discipline, not always to their liking, but always to their benefit.
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 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.
John Nicolls
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
Jo-Anne Ryan
Vice President, Philanthropic Advisory Services
If you're looking for a way to plan your giving more effectively and create a lasting legacy to support the charities that matter most to you, our philanthropic services provide access to the Private Giving Foundation, the first donor-advised fund program launched by a financial institution in Canada. Our TD specialist will work one-on-one with you and your family to incorporate philanthropy into your overall estate and wealth plans, and help you create a legacy that is meaningful to you.
Angelique Poutissou
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner..
Don Woods
Executive Trust Officer
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.
Market Commentary
Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.
advisors.td.com/bev.kumar
U.S. economy: Signs of resilience help to ease recession worries
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New real estate changes for 2023: what they might mean for you
If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.
TD Economics
The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
Monthly Perspectives: Institution Evolution
If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.
Bank of Canada hikes rates, signals more to come in fight against inflation
The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.
The 2022 MoneyTalk tax checklist
While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.
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