Jeffrey Holk
Jeffrey Holk
Investment Advisor
Tailored solutions in tune with your needs and the needs of those you care about
Phone
Office Location
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.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.
Phone
Fax
(905) 528-6897
Languages
English
Education
McMaster University
Your Goals, Our Priorities
We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
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
Our Services
Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.
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Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
What We Do
What to expect when working with us
Initial Discovery
Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
Polly – Moving forward with the right financial plan
Empowering Polly to achieve financial success
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.
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
Putting finances into perspective
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.
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.
Tailored Solutions
Our solutions can help people meet their unique needs and make them feel more confident in their financial future.
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.
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.
Money Talk
Article
Money Talk
Cut out the noise.
Hear what matters.
Watch our top story now
Gearing up for 2024: Tax and rule changes coming in the new year
Article
Gearing up for 2024: Tax and rule changes coming in the new year
As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
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Federal Budget 2023: What you need to know
Article
Federal Budget 2023: What you need to know
Ottawa released its 2023 federal budget aimed at building on Canada's green energy transition while addressing cost-of-living concerns. Greg Bonnell speaks with Derek Burleton, Deputy Chief Economist at TD, about the government's effort to balance spending demand with fiscal restraint.
TD Economics
Article
TD Economics
The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
Monthly Perspectives: The Perfect Gift
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Monthly Perspectives: The Perfect Gift
Read the latest from our Wealth Investment Office
Michael Craig on key investing themes to watch in 2024
Article
Michael Craig on key investing themes to watch in 2024
As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
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