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As an Assistant Branch Manager at TD Wealth, along with the Vancouver management team, I lead a diverse and inclusive team of Investment Advisors and Portfolio Managers in the Vancouver Downtown core, as well as North and West Vancouver and Coquitlam markets.
With over 70 Portfolio Managers and Investment Advisors and over 60 support staff, our team represents the largest team of wealth advice-providing professionals nationally at TD Wealth. Our investment philosophy is based on our Four Pillars approach to wealth management:
Building net worth
Implementing tax-efficient strategies
Protecting what matters
Leaving a legacy
At TD Wealth, we have a deep discovery process that embraces behavioural finance with one goal - help our clients discover and achieve what truly matters to them.
If you too are passionate about this industry and want to grow your practice, let's discuss a career at TD Wealth Private Investment Advice or TD Wealth Private Investment Counsel. We are looking for a few outstanding Teams to join our office.
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement Planning
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
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.
advisors.td.com/laeya.ghaemi
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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.
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Laeya.Ghaemi@td.com
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