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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.

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.

Fed holds on rates, but says economy making progress despite pandemic fears

The U.S. Fed keeps its key interest rate near zero and signals it's still business as usual for its massive bond-buying program. Anthony Okolie speaks with James Marple, Senior Economist, TD Bank, about the Fed’s outlook.

Ask MoneyTalk: Will I be taxed on my inheritance?

Getting an inheritance from a loved one may be bittersweet but it may be awkward if a tax bill comes attached. Kim Parlee talks to Georgia Swan, a Tax and Estate Planner with TD Wealth, about some options around inheritances and why the CRA may wish to claw some funds back.

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.

The Risks We Take

Who we are and how we behave can have a big impact on the financial and investing risks we take. Here are a few details from the most recent TD Wealth Behavioural Finance Industry Report, 2021 - A Behavioural Perspective on Risk (the “study”). Consider these findings the next time you talk to your advisor.

Build back better: Ottawa tables multi-billion dollar budget

Ottawa released a federal budget aimed at leading the country through the COVID-19 crisis and to a post-pandemic economic recovery. Kim Parlee speaks with James Marple,  Senior Economist, TD Bank, about the government’s plans to build the economy back.

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