Hickey and Svalina Family Wealth Management, Investment Advisor,Sudbury, ON

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You have meaningful goals and we can help you reach them. Each person's needs are truly unique and our goal is to offer you the relevant, customized wealth advice you deserve - and we can only do that by getting to the heart of what matters most to you. That's why we take a unique approach to understanding you, your family and your values. We want to discover everything about you, all the things in your life which make up your financial DNA.

The innovative discovery tool we use will take you through some behaviour questions so you can better know yourself and how you really make decisions. And when it's all done, a diagnostic using behavioural finance theory will take all that information and tell us how you often behave, how we can work best with you and what the next steps are in creating your strategy - prioritized by what matters to you. A wealth strategy which manages the important things like your retirement, your kid's education, your family cottage - not just your money.

Armed with a deep understanding of your priorities and values, we'll build a team of specialists centred around you. And, as your needs evolve, your wealth strategy will evolve with you. We take our relationship with you seriously – that means we'll be in touch with you on an ongoing basis so we can provide you with the information you need for a successful financial future. And when you need advice, we'll be there with a breadth of knowledge and expertise, along with the personalized attention you deserve.

We want all of our clients to live their best life in retirement – that's why we develop a tailored, comprehensive roadmap to help get you there. And making the shift to retirement is a big change that can feel overwhelming so we we make sure we are here for you every step of the way. Whether you're preparing to retire or ready to enjoy your retirement, we're here ready for you with the solutions you need. Check out some of our Retire Ready resources below or reach out to find out more.

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Survivor Guide to Retirement
Making Marriage Happier in Retirement
Bounce Back from the Retirement Blues
Retirement is Coming - How much will you spend?
Your U.S. Retirement Plan - Bringing it home
Dream Big in Retirement
Tax & Retirement Planning Guide
Top 10 Mistakes in a Will
Downsizing in Retirement
Extra Costs of Snowbirding

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Hickey And Svalina Family Wealth Management 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.

A local to the Sudbury region, John understands no two people are the same—each carries unique goals and challenges. He develops long-term relationships with clients and their families to help them achieve their vision for their future. In the end, he wants his clients to feel secure and confident that their wealth is working for them, their families and their legacy.

While his clients are always top-of-mind, John balances his professional and family life by enjoying time with his wife Tina and two children, Johnny and Anna. He is an MBA and Commerce graduate and obtained the designation of Chartered Investment Manager (CIM®), and Fellow of the Canadian Securities Institute (FCSI®) designations.

John is proud to be part of the HickeySvalina Wealth Management Group. A team of qualified, dedicated and experienced professionals. This dynamic team brings over 130 years of combined advisory and investment industry experience. The group specializes in serving the needs of business owners, professionals, retirees and widows.

Dedicated to you and your needs

John believes in building wealth strategies tailored to you and those that matter most to you. He will work with you to ensure your wealth plan evolves as you do. He is dedicated to providing you with sophisticated solutions that will help you navigate the complex world.

Discovery goes beyond the financial picture

Getting to know what truly matters to you is his top priority. He will take you through a unique discovery process that uses behavioural finance theory to uncover the values behind your personal vision of success and go beyond the financial picture and understand your wealth personality. The discussion will include:

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Hickey and Svalina Family Wealth Management 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.

I provide focused attention to the daily management of your accounts. My meticulous attention to detail is what we believe contributes to providing you with a legendary experience.

I have over 10 years of experience within the financial industry, previous to this I worked in the legal and accounting fields for fifteen years. I bring with me a great deal of administrative knowledge and experience and hold credentials from the Canadian Securities Institute and am a licensed as an Investment representative.

Outside the office, I love working out at the gym, travelling, spending time with family and friends, hiking and practically all outdoor activities.

I provide dedicated support in the daily management of your accounts and serve as your contact for administrative, product and process support.

I bring more than 40 years of financial industry experience to the team and continue to build on my understanding of retail banking to elevate the overall experience of our clients. I hold credentials from the Canadian Securities Institute – including the Professional Financial Planner Course and am fully licensed as a Client Service Associate.

My husband Bill and I have two children named Nicholas and Alyssa. Outside of the office, my hobbies include golfing and gardening.

I provide focused attention to the daily management of your accounts. Experienced, dedicated, and knowledgeable, I serve as a primary contact for any of your enquiries from administrative to product and process support.

I brings with me over 10 years of experience within the financial industry, where I've held various roles within TD Canada Trust's retail sector and continue to strive to deliver a legendary client experience each and every day.

I manage a team of Client Service Associates and branch support members while contributing to the ongoing improvement of your experience.

I joined the team in October of 2017 where I transitioned from TD Canada Trust's retail sector. I bring over 30 years of financial industry experience to TD Wealth and have obtained the Canadian Securities Course as well as the Conduct and Practices Handbook Course.

My husband and I have two daughters Kaitlyn and Julia. In my spare time I enjoy spending time with my family, watching sports and walking my German Shephard – Gerro.

Hickey and Svalina Family Wealth Management

Hickey And Svalina Family Wealth Management 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.

ADDITIONAL CONTACT

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