Debbie Hudson, Investment Advisor,Alliston, ON

Phone

Office

Office Location

18 Victoria Street East PO Box 906 Alliston, ON L9R 1W1. map

Debbie Hudson believes she has distinguished herself as an advisor with a gift for making people feel comfortable and empowered financially. She is truly committed to putting her clients first in every possible aspect. Debbie’s credentials include the Chartered Investment Manager (CIM®) and Certified Financial Planner (CFP®) designations and completion of the Certified Divorce Financial Analyst Course with the Institute for Divorce Financial Analysts.

The Hudson Team is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

Phone

Toll Free

(888) 317-7526

Fax

(705) 435-2553

Branch Phone

(705) 435-1865

Branch Fax

(705) 435-2553

Certificates

CIM®

CFP®

Languages

English

Helping achieve what truly matters to you and your family.

Our wealth solutions focus on four key areas in order to ensure you receive a personalized wealth plan you can feel confident in.

Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.

Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.

Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.

Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.

What We Do

What to expect when working with us

Investment Planning

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

We draw on the expertise of a variety of TD investment professionals and risk management specialists who provide our team with economic and market research. This research helps us not only manage your portfolio, but also identify the opportunities that lie in market shifts as they occur.

At TD Wealth, you will have access to diversified and risk-balanced investment choices that aim to take intelligent advantage of market opportunities.

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

Multi-Generational Family

Retirement Planning

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.

Estimating what you will need during retirement will involve a blend of personal reflection and number-crunching. If you’re between five to ten years away from retirement, now is the time to sit down with us and review your planning. We can help you estimate your spending and withdrawal patterns over the span of your retirement as well as facilitate your switch from asset accumulation to asset utilization, if applicable. It’s important to look at constructing a flexible, tax-efficient cash flow to pay your fixed expenses, while having a clear sense of your discretionary spending.

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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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Helping achieve what truly matters to you and your family.