Kevin Dunn
Senior Investment Advisor
PFP®
FCSI®
Your vision of success will be central to how we will work together
Phone
Office Location
You have worked hard in your career or in your business and providing value is something you have prided yourself on. As you look at the road ahead, you may have a lot of questions with respect to your wealth plan and your financial goals may at times be less clear than you want. I look to provide you not only clarity but the comfort of knowing your goals and hopes are well in hand. We pride ourselves in delivering Value. We start by getting to know you and what is truly important to you will guide our work together. Understanding how you make decisions and what you Value will guide the plan and keep your best interests at the forefront of all we do. Your plan and investments are routinely reviewed, updated, analyzed and adjusted to reflect the ongoing changes that life can bring allowing us to proactively manage the complexity that your situation has. Making the complex simple is a driving force.
Our process is well established and flexible in areas that ensure your unique situation can be not only understood but incorporated into your plan. Your hard work is not only about pride it is about being able to offer your family the advantages that come with it, your plan needs to reflect that. Whether it is cottage life, a busy business or planning for your Grandkids' future we understand the importance of it all and strive to proactively manage the challenges both known and unknown along the way.
Phone
Fax
(905) 665-7783
Certificates
PFP®
FCSI®
We See The Whole You
Helping achieve what truly matters to you and your family.
Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.
Tailored Solutions
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
Wealth-building Strategies for now and the years ahead
Investment Management
Diversify your investments and grow your net worth to help optimize cash flow, maximize returns, and invest tax-efficiently.
Tax Planning
We can create a personalized wealth strategy to help improve your tax efficiency and keep income available as you need it.
Business Succession Planning
A business succession plan is a strategy for passing control or ownership of your business to someone else.
The Planning Process
Analyzing your individual financial situation is not a one-time exercise. As you grow and experience life changes, your needs evolve at the same time. That is why your wealth plan needs to grow along with you.
Our unique discovery process uncovers the values behind your personal vision of success.
Understanding & Confirmation
We take the time to listen to your story - making note of what matters most to you.
We summarize our understanding of your financial priorities and needs to make sure you're in agreement.
Determine & Present Solutions
We will guide you through several strategy sessions - each designed to dive into the details of a specific priority.
We rely on the depth of each planning session to help ensure our proposed solutions align what you have with what you want to do.
Implementation & Ongoing Review
We do the heavy lifting - liaising with your other professional advisors to help ensure seamless execution in each area of your financial plan.
We monitor the progress of your strategy and adjust it to keep pace with any changes in your life.
Steve & Lee-Ann – Creating a personalized plan to retire early
Steve and Lee-Ann know that the path to retirement has many twists and turns. They found that having the right TD Wealth advisor to help answer their questions, even the ones they didn't know to ask, can help uncover new possibilities. Find out how personalized retirement planning helped this couple retire earlier and make up for lost time.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Tailored Solutions
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
Market Commentary
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