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
- Investment Management
- Business Succession Planning
- Tax Strategies
- Charitable Giving
- Education Funding
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.