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Lindsay Palmer

Investment Advisor

  • B.Comm. (Hons)
  • CFP®

Committed to understanding your needs and helping you achieve your vision of success

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At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That’s why I take the time to understand you, your family and your values. Whether your needs are straightforward or complex, I am dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. I will stay in tune with your needs and help ensure you’re on track to achieve the future you envision for yourself.

As an Investment Advisor who holds a Certified Financial Planner Designation, my mandate is to help you preserve and grow your wealth through tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of my business. I will deliver proactive and personal advice, working closely with you to make key decisions about your wealth that are in line with your goals.

A recent study conducted by FP Canada supports that people who engage in comprehensive financial planning feel that they:

  • Have improved their ability to save
  • Are more confident that they are prepared to deal with the “bumps” in life
  • Have a stronger sense of financial and emotional well-being
  • Are on track to meet their retirement goals
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When I’m not engaging with clients, I enjoy time with my partner, John. I like to stay active and enjoy the outdoors through soccer and running. I believe strongly in giving back to our community and continue to be actively-involved in a wide range of charitable and community organizations.

Palmer 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. 

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ADDITIONAL CONTACT

Toll Free: 1(800) 341-7778
Branch Office: (506) 646-1120
Branch Fax: (506) 646-1127

LANGUAGES

English

EDUCATION

Carleton University

Helping you achieve your vision of success

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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.

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