Skip to main content

Jocelyn Willoughby

Associate Portfolio Manager

  • CFP®
  • CIM®
  • BBA
Contact me

Jocelyn Willoughby

Call AdvisorE-mail AdvisorRequest Appointment


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.
Quote 01 2000wide_2x.png

Commited to you 2000wide_2x.pngGold-line-2000wide_2x.png


More than investment advice

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

Gold-line-2000wide_2x.png

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.

Customized tax management 2000wide_2x.png
Gold-line-2000wide_2x.png


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.

Gold-line-2000wide_2x.png
Quote 02 2000wide_2x.png
Gold-line-2000wide_2x.png


Goals based planning

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

Goals-2000wide_2x.png

For our full service overview brochure, please click here.

Gold-line-2000wide_2x.png


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.

Meet Jocelyn_2x.png
Gold-line-2000wide_2x.png


Let’s Talk

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

Email button_2x.png


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.

Gold-line-2000wide_2x.png

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.

Meet The Team

Amanda Harris

Client Service Associate


Wealth Considerations

Investment Strategies

Banking and Credit Management

Retirement Planning

Protecting Your Assets

Tax Management

Passing on Your Wealth

Education Funding

Business Succession Planning

Planning for Major Purchases

Charitable Giving

Investment Strategies

An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.

REQUEST AN APPOINTMENT

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

Request appointment

Additional TD Specialists

Georgia SwanTax and Estate Planner

Berni ButlerEstate Planning Advisor

Kevin ButlerBusiness Succession Advisor

Samantha HillTrust Officer

Jo-Anne RyanVice President, Philanthropic Advisory Services


show more

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.

Money Talk

Cut out the noise.
Hear what matters.
Watch our top story now

Link

Federal Budget 2023: What you need to know

Ottawa released its 2023 federal budget aimed at building on Canada's green energy transition while addressing cost-of-living concerns. Greg Bonnell speaks with Derek Burleton, Deputy Chief Economist at TD, about the government's effort to balance spending demand with fiscal restraint.

Link

Want to become your own boss? Here’s a self-employment starter kit

After spending several years building your career and experience, you may feel the urge to finally strike out on your own and become your own boss. To ensure you're prepared for the transition to self-employment, Pierre Letourneau, Business Succession Advisor, TD Wealth, joins Kim Parlee to discuss what to keep in mind when it comes to money management, taxes and saving for retirement.

Link

TD Economics

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

Link

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.

PDF Download

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.

Link

Do you know someone who would benefit from my services?