Health - Hope - Wealth - Tax Strategies - Retirement Visioning - Your Future and your Success
Given today's investment uncertainties, including the implications of world trade disruption, global political challenges, currency volatility, corporation scandals and limited investment growth opportunities, you may feel that you might not be able to reach your financial dreams and goals.
This is why putting a customized wealth plan based on your needs is critical to your family's future. As your Investment Advisor with more than a decade of investment, wealth and TD Wealth Private Banking experience, combined with my prior career as a successful public-company Chief Financial Officer and international finance executive - my team and I have the knowledge, skill, experience, talent and drive to help you accomplish your vision of success. Creating Your Customized Wealth Plan
- We will work with you to create a tailor-made investment portfolio and strategy that is designed to help you reach your financial and retirement goals
. We will listen carefully to your needs and financial goals to develop a plan for your family's future.My team will meet with you a minimum of three times per year, as follows:
1) Review and update your investment portfolio and re-balance your investments, based on current market changes and to reflect your concerns with market risk and your family situation.
2) Situational review of your customized wealth plan to reflect your daily needs including, estate planning, educational planning for your children or grandchildren, charitable giving planning, detailed reviews of your family and business wills and power of attorney documents and provide annual updates of your retirement and health planning needs and goals. Some of the services mentioned here are provided by TD specialists
3) In collaboration with TD specialists, year-end tax situation and planning review. As a former tax professional and CPA, I have a deep understanding of the decisions that can help you achieve better after-tax value for your entire wealth position and net worth. We can also help you protect your net-worth by analyzing your life, disability, critical illness and other insurance needs with a help of TD specialists.
If you are looking for experienced advice, that understands what questions to ask to help you build your future, please call today - failure to plan is planning to fail
and my clients appreciate my role in helping them develop a strategy to stay on course.
Thank you, Kriss Bush