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About Hilary
Hilary joined TD in May 2000, starting out as an Investment Representative with TD Direct Investing (formerly, TD Waterhouse Discount Brokerage) before moving to TD Wealth Financial Planning in 2003 as a Financial Planner. In 2021, Hilary joined TD Wealth Private Investment Advice as a Senior Investment Advisor to assist affluent individuals and families to achieve their lifetime goals by creating customized investment portfolios that help preserve and create wealth.
Hilary's goal is to create long term meaningful relationships with his clients, and be with them every step of the way. Hilary currently holds the Certified Financial Planner (CFP®), Fellow of Canadian Securities Institute (FCSI®), and Chartered Investment Manager (CIM®) designations.
In his spare time Hilary enjoy playing soccer and is also a hockey fan. He hopes to witness the Oilers win another Stanley Cup one day!
Hilary is happily married to his wife Cathy and have two energetic kids, Chloe and Hadrian, who keep them moving at all times.
Discovering and planning for what truly matters to you
Hilary provides comprehensive wealth and investment management solutions to a select group of personal and institutional clients. At TD Wealth Private Investment Advice Hilary collaborates with other TD specialists who have extensive experience working with high-net-worth and ultra-high-net-worth Canadian families and understand their distinct needs, to provide the comprehensive range of expertise that you may need.
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement Planning
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
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