Skip to main content

Kathryn McNeil

Senior Investment Advisor

  • CIM®
  • B Comm.
  • CFP®

Wealth management that evolves as your needs, priorities and circumstances change over time

Wealth management advice & financial planning based on your unique goals

As an Investment Advisor of the Legacy Wealth Advisory Group at TD Wealth Private Investment Advice, my team and I deliver a personalized comprehensive wealth plan for affluent individuals, business owners, and their families based on each household’s unique situation. With the customized financial plan, we believe our clients will be able to focus on other areas of their personal lives with greater security. 

GOAL & COMMITMENT

My focus is to provide valuable advice to individuals and their families and help them maneuver through their financial stages of life with comfort. My team and I are committed to delivering exceptional wealth management service to our clients with integrity, accountability, honesty, and professionalism

We commit ourselves to ensure the financial planning and wealth management process is comfortable, as well the communication is consistent and clear to clients as we work together to overcome financial barriers and achieve financial goals.

We also aim to help our clients minimize taxes to relieve tax burdens, structure estates in a tax-efficient manner, and help prepare our clients for their life's ups and downs that don't match the market.

EXPERTISE

Working with individuals and their families for over 14 years, whether it be their children's education, business investment or providing them with retirement, estate, or tax planning strategies, my expertise has helped uncovered many hidden needs and identify opportunities to help maximize and preserve wealth.


Services1.jpg

Additionally, I work closely with my clients' accountants, lawyers, and bankers to help ensure my clients and their families receive professional advice on areas that are important to them. I will engage TD specialists to provide their expertise on estate, tax, trust, philanthropy, and insurance matters to help create solutions where needed.



CLICK HERE FOR:

Legacy Wealth Advisory Group is 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

Branch Office: (403) 299-8600
Branch Fax: (403) 299-7984

Preparing for the Retirement You Want

Retirement Calculator Banner_ENG.JPG

Dream Big in Retirement Button_ENG.JPG  Survivor Guide to Retirement Button_ENG.JPG  Retirement is Coming _ How much will you spend Button_ENG.JPG

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.

U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

New real estate changes for 2023: what they might mean for you

If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.

TD Economics

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

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.

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.

The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

Do you know someone who would benefit from my services?