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Jocelyn Willoughby

Investment Advisor

Working together to help you achieve what truly matters to you

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The financial industry can be an emotional roller coaster, and with so many options, it is hard to know who to rely on to help guide you through all your choices.  As an experienced Investment Advisor, my passion is helping motivated individuals in Orangeville, Newmarket, Aurora and Bradford prepare their long-term and personalized financial plans that will help them navigate through their options, while helping to ensure they reach their goals.

With my 20 years of financial industry experience, and a team of specialists available at my fingertips, I am able to help ensure that you receive high quality, realistic advice for the many areas your financial life, not just the investments.  I specialize in identifying "tax smart" investment and retirement income strategies that will help to make sure you can have enough money to live a comfortable retirement.  I am able to provide a wide variety of 3rd party financial solutions to create a truly personalized portfolio, depending on what is right for you!

 Some topics that we will address, with the help of TD Specialists:

  • Retirement Planning
  • Balancing Investment Risk and Returns
    Estate Planning
  • Investment Management 
  • Business Succession Planning
  • Tax Strategies
  • Charitable Giving
  • Education Funding
...and more!

My team and I operate our practice based on providing our clients with superior customer service. We work with you to assemble a personalized financial plan that is designed to help you meet your unique needs and goals over the long-term.

I am available to meet with you at your convenience, including weekend and evening appointments. Contact me today and start planning for your future.

 Jocelyn Willoughby, BBA, CFP® 
TD Wealth Private Investment Advice
Investment Advisor and Certified Retirement Specialist
"Because You Deserve More Than Just Investment Advice "


Willoughby 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: (888) 290-6886
Fax: (519) 941-4128
Branch Office: (866) 641-2717
Branch Fax: (905) 456-1949

Quarterly Newsletter

Please find below my most recent newsletter.  If you would like further information on anything discussed within, please contact me.

2022 Winter Newsletter

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.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

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. retail sales slump: An economic warning sign?

U.S. retail sales slowed in December as consumers grappled with the Omicron variant, high inflation, and supply-chain problems. Anthony Okolie speaks with Maria Solovieva, Economist, TD Bank, about the potential impact of weaker sales on U.S. economic growth in 2022.

One small step: The case for micro-resolutions

Change is hard. And resolutions can be quickly forgotten. Fortunately, scientists suggest smaller subgoals can be more achievable and have a big impact on our lives and finances. Here are some bite-sized resolutions almost anyone can keep.

TD Economics

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

Monthly Perspectives - June 2021

With vaccination rates rising and case counts falling, investors can finally see a clearing up ahead — the proverbial light at the end of the tunnel.

Omicron: New threat to public health and economic recovery

The WHO is warning the new Omicron COVID-19 variant poses a ‘very high’ global risk. Anthony Okolie speaks with Tarik Aeta, Healthcare Analyst, TD Asset Management, about what that means for the global fight against the pandemic.

Ask MoneyTalk: Is there a flexible way to make a charitable giving plan?

Every day, images of humans in need fill the news cycle, from refugees and displaced citizens to victims of racial and gender inequality. With donation requests coming in from organizations and even friends on your Facebook feed, how can you find an efficient way to manage it all? Jo-Anne Ryan, Vice President of Philanthropic Advisory Services at TD Wealth and the Executive Director of the Private Giving Foundation, joins Kim Parlee to discuss donor-advised funds and some ways you can donate now and decide later.

Do you know someone who would benefit from my services?