Meet The Team
Senior Investment Advisor
CFP®
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.
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Additional TD Specialists
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Trust Officer
Trust Officer
Your experienced Trust Officer will provide a full-range of Estate and Trust services including supporting you with Will and Power of Attorney for property (POA) planning needs, when you are interested in appointing a Professional Corporate Executor or Attorney. We will also explain how we can assist you if you are acting in these roles. Our team is focused on building a long lasting relationship with you and your family in order to assist in the management of your financial and estate plans throughout the accumulation, preservation and transition periods. You are the architect of your legacy - we can help with the blueprint.
Estate Planning Advisor
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.
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
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Tax and Estate Planner
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.
