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Jennifer Tretina-Nelson

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 helps minimize your stress and 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 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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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.

Geopolitical risks, OPEC cuts buoy oil prices. Will trade war antics spoil the party?

Despite easing trade tensions, OPEC cuts and rising geopolitical tension, oil, gold and copper prices are being weighed down by fears of slowing economic growth. Bart Melek, head, global commodity strategy,TD Securities weighs in.

Best Practices When Selling Your Healthcare Practice

Jeff Halpern, Business Succession Advisor, TD Wealth, talks to Kim Parlee about best practices when you sell your healthcare practice.

TD Economics

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

Monthly Perspectives - Game Changer

Well, it finally happened. James Holzhauer, the professional gambler from Las Vegas who had been blowing away the competition on Jeopardy!, finally lost a game.

Current Perspectives

Trumps, Tariffs and Trade Wars.

Ask Money Talk - One big family plan

Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

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