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Louise is one of three advisors on the Bayswater Group*.
Louise's passion for client engagement is unparalleled. She is a curious and intuitive advisor; two strengths she leans on to facilitate robust planning discussions and to pull all the pieces together for clients. Her attention to detail, effective listening skills, plus the rare gift of fluency in Cantonese, French and Japanese, enables Louise to work collaboratively with clients and their network of professionals.
Louise graduated from the University of British Columbia in 1994 with a Bachelor of Commerce degree, and holds the Family Enterprise Advisor® (FEA®) designation.
Louise is regularly engaged with various community initiatives. Currently, she mentors several younger professionals both within and outside of the TD network. Louise is also a member of the Women of Wealth (Pacific Region) and Female Advisor Council (national) communities at TD.
A proud wife and mother, Louise lives in Steveston with her husband, Joe, and their two active children. Away from the office, you can usually find Louise at the hockey rink, at home entertaining friends and family, or out on the town enjoying the Vancouver food scene.
*Bayswater Group 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.
Forum for Women Entrepreneurs, Sharing Farm, Richmond Jets Minor Hockey, BC Kodiaks Hockey, Women in Leadership Committee (TD), Women of Wealth Committee (TD)
Retirement planning is an ongoing process that helps provide financial peace of mind in 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.
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.
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner..
Ross Hagen
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Market Commentary
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