LeanIn Wealth ManagementOur 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.
In investing, there is often a gap between promise and performance. If that has been your experience, I can offer a compelling alternative. Clear objectives. Long-term planning. Disciplined execution. Sustained effort. These are a few of the principles I practice. They work. The difference is I practice these principles with a focus on wealth goals and retirement planning (which is really life planning, isn't it?) for women. The female investor is vastly under-served in traditional financial strategies - my quest is to change that.
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
*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.
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Transfer of Wealth
Will and Estate Planning
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.