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Jennifer Tretina-Nelson

Senior Investment Advisor

  • FMA

Working together to help you achieve what truly matters to you

Better together

At Strategic Wealth Management, our goal is to bring clarity to your future and help make your current life easier. That’s why we’ve pioneered a uniquely collaborative approach to wealth management. By harnessing each of our individual strengths, we are able to deliver customized, comprehensive care that can help to maximize your results.

Wealth is complicated. We’re not.

Our rules-based investment process is engineered to avoid common investment mistakes by eliminating emotional bias and conflicts of interest.

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Connect the pieces of your financial puzzle

Working closely with TD specialists and liaising with your trusted advisors (lawyers, accountants, family members, etc.), we will coordinate a wealth strategy that encompasses your various needs.

  • Retirement income planning strategy
  • Wealth protection and insurance strategy
  • Investment strategies, covering active and passive management and private equity
  • Optimal tax planning, considering the use of personal or family trusts
  • Liquidity forecasting and cash management planning
  • Custom credit facilities to take advantage of opportunities to help grow and diversify wealth
  • Wealth transfer strategies
  • Efficient business succession planning strategy
  • Private foundation creation* and management, or other philanthropic initiatives
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*The services of the Private Giving Foundation, an independent, non-profit charitable corporation, are offered in co- operation with TD Wealth.

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Strategic 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

Toll Free: (855) 596-3253
Fax: (613) 968-7274
Branch Office: (613) 968-3839
Branch Fax: (613) 968-7274

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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Additional TD Specialists

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.

U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

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.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

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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