Cydney Hope, Investment Advisor,Calgary, AB

Phone

Office

Office Location

#130, 200 Quarry Park Boulevard SE Calgary, AB T2C 5E3. map

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?

Education

Bachelor of Arts, Major in Economics from The University of Calgary

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.

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

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Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning

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

Empowering Polly to achieve financial success

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

Putting finances into perspective

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

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

Women and Investing

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.

Retirees / Pre-retirees

Multi-Generational Family

Entrepreneurs / Business Owners

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.

Let's Connect

I see the whole you

Our Philosophy

Our Value to You

Ready to experience wealth management as it should be?

Your Unique Goals

Our Services

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.