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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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Lindsay Palmer

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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.   

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.

Meet The Team

Michelle Doucette

Client Service Associate


Wealth Considerations

Investment Strategies

Banking and Credit Management

Retirement Planning

Tax Management

Passing on Your Wealth

Protecting Your Assets

Education Funding

Business Succession Planning

Charitable Giving

Planning for Major Purchases

Investment Strategies

An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

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Additional TD Specialists

Suzanne CogginsHigh Net Worth Planner

Chris McKeeTrust Officer

Michael JoseyEstate Planning Advisor

Jo-Anne RyanVice President, Philanthropic Advisory Services


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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.

9 Things You Didn't Know About Retirement

Here are important financial, health and social facts about retirement to get you planning for the next adventure in your life.

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As the global vaccine rollout picks up, is the path to recovery near?

As countries race to vaccinate their populations, new COVID-19 variants and vaccine supply concerns are undermining efforts to tackle the pandemic. Anthony Okolie speaks with Tarik Aeta, Healthcare Analyst, TD Asset Management, about where countries stand in their vaccination efforts.

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Day trading, taxes and the CRA: What you should know

Many people found the time in the past year to trade stocks more frequently at home. Unfortunately, day traders may face a bigger tax bill if they meet certain CRA criteria. Kim Parlee speaks with Georgia Swan, a Tax and Estate Planner with TD Wealth, about what investors should be wary of.

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TD Economics

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

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Monthly Perspectives | 2020, We Hardly Knew Ye

Investors, eager for the spell of 2020 to be lifted, are now turning to a collection of annual outlooks to get a sense of when that's going to happen. Meanwhile, in our little corner of the world, we do our best here to discourage overreliance on such forecasts and instead focus on what we know for sure: how to make decisions when uncertain things occur.

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Bracing for a debt tsunami: Ottawa navigates the pandemic-spending tide

Canada’s fiscal response to the COVID-19 pandemic has gone a long way in reducing the economic fallout. But it comes with a massive price tag. Anthony Okolie speaks with Omar Abdelrahman, Economist, TD Bank Group, about what we can expect in the upcoming 2021-22 Federal Budget.

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