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Jeffrey Holk

Investment AdvisorCertified Retirement Specialist

"Tailored solutions in tune with your needs and the needs of those you care about"

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It’s instructive watching children engaged in competitive play. Strategic, goal-driven, collaborative and intense, they are an inspiration to us all.

Clear objectives. Long-term planning. Disciplined execution. Sustained effort. These are a few of the principles I practice. They work.

In investing there is often a gap between promise and performance. If that’s been your experience, I can offer a compelling alternative.

LeanIn Wealth Management

Our team is fully committed to understanding your vision and values, and providing what you need to help you feel confident and in control when it comes to your complete wealth picture. When you work with us, you'll receive:

  • The opportunity to participate in a proprietary Discovery process that uses behavioural finance theory and the 5 Factor Personality Model
  • Goals-based planning that ensures your wealth plan reflects your individual vision of success and evolves as you do
  • Competitive and easy-to-understand fee structure
  • Ongoing touchpoints to help you through the transitions in life
  • Exclusive access to insightful articles and videos

Committed to helping you achieve your vision of success

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We know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you make your vision a reality.

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You've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will structure your investment portfolio to help reduce tax exposure and keep income available as and when you need it.

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Life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.

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You are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of your wealth.

Our disciplined wealth approach best serves entrepreneurs and affluent individuals and families that have accumulated in excess of $500,000 of investable assets personally or within their business.

Our unique approach to understanding you

The innovative discovery tool we use uses The 5 Factor Personality Model to identify your main personality traits which can impact your financial and investing decisions. It will take you through some behaviour questions so you can better know yourself and how you really make decisions.

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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.

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LeanIn Wealth Management

Our team is committed to empowering women with the right information and advice so they can feel confident when making decisions that affect their financial picture and life goals.

Today only 31 per cent of Canadian women have a financial plan and, moreover, many women are not confident about their financial literacy, despite the fact that they influence close to $1.3 trillion in the economy*. Even after becoming established in life and career, women may face some tough issues, personally and financially:

  • How do I balance home and work?
  • How to be single and still live the dream?
  • How can I rebuild my wealth after a seperation?
  • How do I cope with all this stress?

We are here to help you - each step of the way. To learn more, check out our Finances and the Single Woman series:
Ready to Take on the World
Unleash Your Super Powers

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*Population by sex and age group, 2016, Statistics Canada, Nov. 2, 2016, accessed September 28, 2016, statcan.gc.ca/tables-tableaux/sum-som/l01/cst01/demo10a-eng.htm. Population by marital status and sex, 2016, Statistics Canada, Nov. 2, 2016, accessed April 24, 2016, statcan. gc.ca/tables-tableaux/sum-som/l01/cst01/famil01-eng.htm.

LeanIn 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

Fax: (905) 528-6897
Branch Office: (905) 528-4220
Branch Fax: (905) 528-6897

LANGUAGES

English

EDUCATION

McMaster University

Getting to know the full picture

Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.

    Upcoming Events

    Join us at any of our upcoming events and seminars to learn more about investment and wealth planning.

    LeanIn Wealth Management

    Time: 11/14/2018 6:30 PM - 8:30 PM
    Location:    Ontario  Maps & Directions
    Speaker: Jeffrey Holk
    More Info:  When You Know Better...You Do Better
    Your Invitation to a Will and Estate Planning Presentation

    Presented by LeanIn Wealth Management

    Guest Speaker: Orlando Consoli - MBA, LL.B, TEP, Tax and Estate Planner. 

    Wednesday November 14th 2018 - Melrose United Church - 86 Homewood Ave. Hamilton, ON 

    • Do you know how your estate is taxed on death?
    • What does passing on your wealth mean to you?
    • Do you feel you and or your family is prepared financially if you were to pass away prematurely?
    • Probate fees - traps and planning strategies
    • Executors - duties, challenges and new rules
    This presentation could benefit those with a minimum investment portfolio of $500,000

    Please RSVP by November 12th to deborah.gutzmore@td.com / T 905-528-7277
    RSVP for this event

    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.

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    You have questions, I have answers. Let's have a quick chat.

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