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Jamie has been working within the Investment Industry for the past 21 years and advising families and business owners for the past 16 of those years. As a licensed Investment Advisor he specializes in Retirement and Investment planning that will provide a roadmap for clients and their families as they move through the many stages of life.
Jamie works with TD Wealth Private Investment Advice and also TD Wealth Insurance Services, where he is both an Investment Advisor and a Life Insurance Advisor. Jamie's main goal is to provide comfort for Families, so they know there is someone looking out for their financial wellbeing day in and day out. Jamie holds the Certified Financial Planner (CFP®) designation and continues to endeavor to stay on top of the ever changing industry, by taking various continuing education courses.
Jamie uses a broad range of comprehensive Investment and Retirement planning tools that allows him to develop customized Investment and Retirement plans to suit each family individually. Having a broad cross section of clients allows him to bring a lot of perspective to his planning and he is able to truly individualize his products and planning for his clients.
When Jamie isn't working for his clients, he enjoys spending time with his wife, son and daughter. He still continents to play hockey and is also heavily involved in volunteering with his sons hockey and baseball teams.
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.
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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Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Market Commentary
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.
advisors.td.com/jamie.may
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New real estate changes for 2023: what they might mean for you
If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.
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The 2022 MoneyTalk tax checklist
While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.
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