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Mackie Sidhu Wealth Management
We work with individuals, families and organizations with considerable investable assets and wide-ranging, often complex financial needs.
As our clients’ needs change and evolve over time, so do the services and solutions we offer. Managing considerable wealth can be complicated. We will utilize a distinct Discovery Process to help get to the heart of what matters-the hopes, dreams and goals of you and your family-to shape and to help build your personal wealth strategy and help you achieve your personal vision of success. Once your strategy has taken shape, we will likely build a handpicked advisory team of TD specialists to help put your plan into action and monitor its success.
Whether you're building your business, shifting into retirement or planning your legacy, we'll work with you throughout your journey.
We look forward to working with you and your family.
Mackie Sidhu 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.
The distinct discovery process we use will take you through some behaviour questions and how you really make decisions. And when it's all done, a diagnostic using behavioural finance will take all that information, how we can work best with you and what the next steps are in creating your wealth 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 work with a core team of specialists to help you achieve your goals. 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're redefining private wealth management.
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
I have been with TD Wealth Private Investment Advice since 2011. My career with TD Wealth started as an intern while I was in high school and continued through out university. I have developed a passion for the financial industry and strive for excellence when it comes to clients and their individual needs.
I attended Providence College to pursue Division 1 collegiate athletics, playing Field Hockey and graduated with a degree in Marketing & Finance.
I grew up in Delta and now currently reside in Vancouver. In my spare time I enjoy coaching youth sports, skiing and looking for the next place to travel to.
I have been with TD Wealth Private Investment Advice since 2020. My career with TD Wealth started summer 2020 with the Mackie-Sidhu Wealth Management team.
I have lived in Calgary for the past 4 years while attending the University of Calgary. I graduated with a Bachelor of Art's with a degree in Communication and Media studies. I grew up in Delta, with my parents, two sisters and our dog Hobbs.
In my spare time I enjoy photography, spending time at my family's cabin at Green Lake which is in the Cariboo region, and getting out and exploring more of our beautiful province.
I am committed to creating and maintaining client relationships while ensuring that their financial experience is handled with care and excellence.
Retirement planning is an ongoing process that helps provide financial peace of mind in 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.
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.
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.
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.
Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.
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