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Jocelyn Willoughby

Senior Investment Advisor

  • 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.
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More than investment advice

More than investment advice 2000wide_2x.pngCertain services listed above are offered in collaboration with TD specialists

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Tax-smart strategies

At Willoughby Wealth management, we specialize in developing custom-made tax-smart strategies to help enhance and protect your wealth. We manage your investments and your retirement income carefully, with tax mitigation top of mind.

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Maximizing your potential

Our goal is to help you maximize your wealth potential, while minimizing your exposure to risk. In practice this means dedicated tax-smart planning, a strategic approach to product fees and a laser focus on your progress at each stage. We are not limited to TD investment products and can access a wide range of offerings to find those best suited to your needs. We’re here to help you make the most of your wealth – and we do it with purpose, precision and personal support.

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Goals based planning

Our wealth solutions focus on four key areas of personal wealth.

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For our full service overview brochure, please click here.

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Meet Jocelyn

Jocelyn started her career in financial services in 1998, and joined TD Wealth Private Investment Advice in 2011. : As a Senior Investment Advisor, Jocelyn holds the Certified Financial Planner and Chartered Investment Manager designations, as well as the Certificate in Retirement Strategy.  Her passion is to help people in Orangeville, Newmarket, Bradford, Aurora and Barrie optimize their finances and plan for the future. Together, with her team at Willoughby Wealth Management, Jocelyn is dedicated to providing truly personalized service. 

In the community, Jocelyn works with local charities and lives an active lifestyle in Ontario's beautiful outdoors with her Mini Labradoodle, Truffles.

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Let’s Talk

Call or email us today to set up a meeting. We're available to meet at your convenience, including virtual appointments.

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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.

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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.


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.

Finding safety in the luxury goods sector

Inflation continues to stay elevated, but higher prices may not be hurting retail sales across the board, says Ben Gossack, portfolio manager, TD Asset Management.  Kim Parlee talks with Ben about how luxury brands and retailers may actually benefit from higher prices.

Return of the Overspender

The holidays are a time for family and joy, but they're also a time when many Canadians tend to rack up credit card bills. This year, high inflation and a possible recession threaten to squeeze our wallets. Here are some tips to help you enjoy the holidays without blowing the budget.

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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