As an Investment Advisor for over 35 years, I have participated in the evolution of the wealth management industry. I have been privileged to represent my clients through all sorts of “life”, and I use that experience to help them meet their financial goals. There is nothing more satisfying to me than to have walked with my clients down the path from formation to realization of a life goal. It is essential to establish a true understanding of your needs, through conversation, shared experiences and a resulting trust and confidence.
In addition to my detailed training and expertise, I have the added strength of TD Wealth behind me. By collaborating with TD specialists, collectively we are able to address the full spectrum of wealth considerations, from estate planning, tax efficient strategies, insurance and business succession to specialized planning for those nearing or in retirement, and individuals who are going through a divorce.
Hay Sisters Wealth Advisory Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Transfer of Wealth
Will and Estate Planning
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
Phone: (403) 299-8600
Fax: (403) 299-7984
Office Location: Suite 900 421 7th Ave SW Calgary, AB T2P 4K9