Jocelyn Willoughby
Jocelyn Willoughby
Associate Portfolio Manager
Senior Investment Advisor
CFP®
CIM®
BBA
This is a long-term relationship, and we treat it as one.
Phone
Office Location
More than Investment Advice
At Willoughby Wealth Management, we believe there is a difference between buying individual investments and running an investment portfolio. Our investment process is based on identifying high quality investments that work together to help you maximize your wealth potential, while minimizing your exposure to risk.
Phone
Fax
(519) 941-4128
Certificates
CFP®
CIM®
BBA
Bring your financial future to life
At Willoughby Wealth Management, we view our relationship with you as a long-term commitment — one built on trust, transparency and shared goals for your future.We understand that your future is about more than your money. That’s why we ask a lot of questions and listen carefully to your answers. We’re here to talk when you have concerns, and we will have candid and honest conversations about your progress. We work closely with you to help connect the puzzle pieces of your financial life, so they fit seamlessly together.
About Jocelyn
Jocelyn Willoughby is an Associate Portfolio Manager and a Senior Investment Advisor with TD Wealth Private Investment Advice. Jocelyn started her career in financial services in 1998 and joined TD Wealth Private Investment Advice in 2011. She holds the Certified Financial Planner® designation and a Certificate in Retirement Strategy, and is a Life Insurance Advisor with TD Wealth Insurance Services. In collaboration with TD Specialists, Jocelyn offers personalized wealth management strategies that go well beyond the investment portfolio. She is dedicated to providing high-quality, clear and realistic advice that spans the many areas of her clients’ financial lives. Jocelyn believes in the importance of balancing risk with returns. She specializes in creating long-term, tax-smart investment and retirement income strategies. With honest and consistent communication, Jocelyn ensures clients are well-informed and actively involved in their financial decisions. She is committed to helping clients with long-term planning and day-to-day decisions related to tax efficiency, estate planning strategies, investment and insurance strategies, retirement income planning and much more.
Jocelyn is involved in her community and gives back through work with local charities. She leads an active lifestyle, spending time enjoying Ontario’s beautiful outdoors with her Mini Labradoodle, Truffles.