Striving to give 100% all the time, Candice is a real go getter. She wants each and every client interaction to be meaningful, unique and personalized. She believes that creating value starts from the first interaction.
As a member of the Green Wealth Advisory Team with close to 20 years of wealth management experience behind her, you can be confident that Candice has your wealth needs at the forefront. Her expertise includes: proactive client contact; connection, creating, maintaining and updating your personal roadmap as your wealth needs evolve, and then selecting the proper investments designed to help meet your objectives. She is armed with several designations: Certified Financial Planner (CFP®), Chartered Investment Manager and she is licensed as a Life Insurance Advisor with TD Wealth Insurance Services.
A competitive, self-starter, Candice is usually found being active. Her husband and three children own a cabin in Northern Saskatchewan and are often boating, hiking, biking, snow shoeing, canoeing, fishing (or basically, any verb ending in "ing"). She also plays basketball and soccer. This is Candice's way of "relaxing."
Your Goals, Our Priorities
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
Transfer of Wealth
Will and Estate Planning
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.
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.