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

Certain services listed above are offered in collaboration with TD specialists

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.

Goals based planning

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

For our full service overview brochure, please click here.

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.

Let’s Talk

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

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.

Spring Newsletter 2023

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.