Skip to main content

Jocelyn Willoughby

Investment AdvisorCertified Retirement Specialist

Working together to help you achieve what truly matters to you

WilloughbyWM.jpg
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 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.

2018 Fall Newsletter
2018 Summer Newsletter
2018 Spring Newsletter
2018 Winter Newsletter
2017 Fall Newsletter
2019 Winter Newsletter
2019 Spring 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.

Surprise jobs rebound raises hopes of quicker economic recovery

Anthony Okolie recaps the news of the day including the latest COVID-19 updates, followed by a conversation with James Orlando, Senior Economist, TD Bank, about the positive employment data in May, and what that could mean for the economic recovery.

Parents’ guide to the pandemic

It's going to be a long, weird summer. Here are some things you can do to make the best of it.

TD Economics

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

Monthly Perspectives | Courage

Does your mind rule your emotions, or do your emotions rule your mind? 

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

Do you know someone who would benefit from my services?