Bev Kumar Wealth Advisory Group
Financial Clarity for a Confident Future
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With over 25 years in the Wealth Management industry, Bev is dedicated to helping individuals, professionals, business owners and families navigate wealth management with confidence.
Bev joined TD Wealth in 2007 and as a Senior Investment Advisor at TD Private Investment Advice, she specializes in tailor-made investment strategies to support strong portfolio growth, focus on capital preservation, help plan for tax efficient cashflow to support retirement income and review effective estate planning strategies. Bev believes true financial success is about more than just numbers - it is about developing the mindset to support sustainable growth and building the right team of advisors around you to help you elevate and actualize your plans. It's about aligning wealth with purpose. She simplifies complex financial decisions and provides clear, custom-built solutions to help clients feel secure about their financial future.
Bev's Area of Expertise:
- Investment Management & Tax Strategies - Designing customized portfolios for growth and preservation and creating tax efficient retirement income strategies while always focusing on tax minimization.
- Wealth & Estate Planning - Ensuring financial security across generations through strategic solutions.
- Corporate Asset Management - Helping professionals and business owners optimize corporate tax reserves, keeping them invested for growth and review effective strategies to access corporate wealth tax efficiently.
- Women Investors - Empowering women through financial education, sound investment and financial planning.
- Behavioral Coaching - Guiding clients to stay disciplined through market shifts.
Bev holds a Diploma of Technology in Financial Management from the British Columbia Institute of Technology (BCIT), specializing in Corporate Finance & Financial Planning. Bev also earned her Certified Financial Planner (CFP®) designation in 2008 and stays current through ongoing professional education. Her strong foundation in financial analysis, investment strategies, and wealth management principles enables her to deliver individually crafted financial solutions. Bev is also a Life Insurance Advisor with TD Wealth Insurance Services. Her expertise extends internationally from her tenure as a Financial Advisor in the UK, one of the world's most regulated financial markets where she also earned a certificate in Financial Advice (CeFA).
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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
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
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
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.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Tailored Solutions
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.
Trending Articles
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