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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

Please find below my most recent, and all previous newsletters.  If you would like further information on anything discussed within them, please contact me.

2020 Summer Newsletter
2020 April - COVID Special Newsletter
2020 Spring Newsletter
2020 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.

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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.

What the U.S. retail sales recovery says about corporate earnings

U.S. retail sales have managed to bounce back from the pandemic-driven recession of 2020 faster than they did during the 2008 recession. Anthony Okolie speaks with Damian Fernandes, Portfolio Manager, TD Asset Management, about what that means for corporate earnings.

How might your personality affect your investments?

Find out about how your own investing personality may be driving some of your best and worst investing decisions.

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.

UN’s dire warning on climate change. What are the implications for investors?

A landmark U.N. report delivers its starkest warning yet on climate change, calling it a “code red for humanity”. Anthony Okolie talks with Priti Shokeen, Head of ESG Research and Engagement, TD Asset Management, about the opportunities and risks for investors.

Ask MoneyTalk: How can I protect myself when lending money to my kids?

Many moms and dads lend their children money for their first homes. But parents may actually cause harm to their own financial picture if they fail to plan the loan carefully. Kim Parlee talks to Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, about how you can protect yourself and avoid family rifts.
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