Bev Kumar

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 focuses on 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 understanding what your priorities are in life and helps create a financial plan that can identify any gaps and show your wealth trajectory incorporating all your needs to fully grasp and visualize the big picture. This helps in understanding that money itself isn't the end goal, but instead is a tool to serve the life you are creating and want to lead.
 
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 has over 25yrs experience in Wealth Management services and has held the Certified Financial Planner (CFP®) designation since 2008.