Retirement Planning

Janique – A Coach by Your Side

Turning setbacks into opportunities

When it comes to facing setbacks, it can be difficult to navigate it alone. Financial advice can help you feel confident in building your future.

For Janique, whether in sports or finance, she found it important to have a coach she could trust and obtain guidance from. Janique's story is an example of how financial advice from TD Wealth allowed her to turn a setback into a success story.

Connect with me to learn more about finding trust and getting back on track by building a personalized financial plan.

Our Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Transfer of wealth

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.
We understand that it may be a complicated process. That’s why we’re here to help. In collaboration with TD estate and trust specialists, we can work with you to develop a customized, multi-faceted strategy to help you protect your family’s wealth as you prepare for the future. We can assist with formalizing your business succession strategy and identifying strategies to help minimize future estate taxes.

Will and Estate Planning

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.
TD Wealth specialists work with your family and, when required, tax and legal advisors, to answer questions about:

  • Wills, trusts, and estates
  • Executor and trustee services
  • Strategies to balance your priorities and charitable goals

Retires/Pre-retirees

When you think about your retirement, what do you see for yourself? Do you see yourself traveling the world? Relaxing in nature up at your family cottage? Volunteering for a charity or organization you hold dear? Whatever your vision for retirement may be, we can help you plan for it.

Your Unique Goals

Our integrated approach is built on years of experience. We work closely with you to identify your unique goals and lifestyle needs before creating a comprehensive detailed wealth strategy designed to help you achieve your short- and long-term goals as they evolve over time. TD Wealth’s discovery process harnesses the cutting-edge field of behavioural finance, which we use to understand your wealth personality and what influences your wealth decisions – including your financial blind spots.
Let's Connect

Retirement Planning

During the discovery process, we will discuss strategies to help you become retirement-ready by discussing questions like:
  • How much income is needed for the retirement you aspire to?
  • How can you save enough to fund your retirement?
  • How can you improve tax efficiency during retirement?
  • When should you start taking your government benefits?