Cydney Hope
Associate Portfolio Manager
Senior Investment Advisor
B. Econ
CIM®
Your vision of success will be central to how we will work together
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I see the whole you
As an Investment Advisor, I believe my profession is remarkably simple. I listen to my clients, discover their wants and needs and deliver tailored wealth management strategies designed to help achieve them.So often I meet with families who were recommended a one-size-fits-all solution that left them feeling unsure whether it was suitable or just convenient.
For this reason, my client journey begins with getting to know you. What are your goals? What do you value most in life? What do you want your legacy to be? What education can I provide that will help you understand your financial position?
Wealth management is more than products. It's about creating a roadmap to help you achieve your vision of success.
Our Philosophy
Too often we think about wealth like physics (with rules and laws) and not enough like psychology (with emotions and nuance). The true value of wealth is its ability to improve your quality of life.That's why I believe in plans, not products. Success can't be understood with just a set of numbers. Success is when your wealth plan and investment strategies reduce uncertainty and bring comfort.
Our Value to You
Our approach is built around your life's priorities. As your Investment Advisor, I will work with you to identify your priorities, understand your values and create a unique strategy that helps ensure your wealth is protected and growing. My team is dedicated to monitoring your progress and adjusting to life events as they happen. We work with you, earning your trust and support through consistent, dedicated and specialized service. Our process is designed to deliver a wealth management experience that fits the needs and expectations of each individual client.
Ready to experience wealth management as it should be?
Certificates
B. Econ
CIM®
Education
Bachelor of Arts, Major in Economics from The University of Calgary
Your Unique Goals
Our Services
Our Journey Starts With...
Initial Discovery
Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.
Personal Wealth Strategy Meeting
Once we understand your unique situation, we can help you develop a personalized wealth plan.
Welcome to TD Wealth Private Investment Advice
Next, we put that plan into action by constructing a portfolio that complements it. This phase involves account opening and any transfers required to begin implementing your plan.
On going proactive service
We will stay in touch to ensure you're comfortable and informed on our strategies.
Regular review meeting
To ensure your wealth plan evolves as you do, we'll regularly review your priorities with you, helping you stay on track with your goals.
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
Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.
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.
You've worked hard to build your net worth and we understand how important it is to protect what you've built for generations to come. To help you navigate the myriad challenges of preserving wealth across multiple generations, we can create a plan that is tailored to your specific needs and values.
We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.
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.
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