Investment Advisor
Investment Advisor
The philosophy that drives our wealth management approach can be summed up in one word: Sustainability
Wealth planning is more than just numbers. To me, it's the people and dreams behind the figures that matter the most.
As your Investment Advisor, I can help you achieve your dreams for the future. Whether it's running a business, sending children to college, fulfilling a lifelong ambition, or leaving a legacy to your loved ones, I can custom tailor a plan that can help you meet your goals.
Managing your wealth can be complex and time consuming. In collaboration with TD specialists, I can help simplify your life by addressing many aspects of your financial wellbeing from investments and insurance to tax and estate planning. I will help you make the right decisions about your wealth and help you build your future.
We are not obligated to chase short-term profits, but rather obliged to seek to generate sustainable solutions and steady performance. We do this through careful evaluation, forward-thinking and transparent concepts that are tailor made for you and your family.
If you are looking for a financial solution that will help simplify and enhance your life, please contact me for a confidential consultation.
McNiven 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.
Client Service Associate
Client Service Associate
Additional TD Specialists
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Tax and Estate Planner
Tax and Estate Planner
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.
Trust Officer
Trust Officer
Your experienced Trust Officer will provide a full-range of Estate and Trust services including supporting you with Will and Power of Attorney for property (POA) planning needs, when you are interested in appointing a Professional Corporate Executor or Attorney. We will also explain how we can assist you if you are acting in these roles. Our team is focused on building a long lasting relationship with you and your family in order to assist in the management of your financial and estate plans throughout the accumulation, preservation and transition periods. You are the architect of your legacy - we can help with the blueprint.
High Net Worth Planner
High Net Worth Planner
As a High Net Worth Planner of the TD Wealth Advisory Services Team, Alicia works collaboratively with TD Advisors to provide their clients with tax and retirement planning to assist them in developing a Wealth Plan. Alicia will work with clients and their tax and legal advisors, as appropriate, to provide comprehensive wealth planning strategies including determining retirement income needs, identifying complex tax and estate planning considerations, planning for private corporations, and creating tax-efficient charitable giving plans.
Alicia holds a Chartered Professional Accountant, Chartered Accountant (CPA, CA) designation from CPA Ontario and a U.S. Chartered Professional Accountant (CPA) designation from the State of Illinois Department of Financial and Professional Regulation. She also holds a Bachelor of Science from McGill University.
Alicia has over 10 years of experience in public accounting at large international and mid-sized national accounting firms. Prior to joining TD, Alicia was a Senior Manager at MNP LLP in Toronto where she specialized in providing Canadian and U.S. tax planning and consulting services to high-net-worth individuals and families with complex cross-border and international tax needs.
Alicia is an experienced professional who looks forward to working with you to help make you and your family's financial goals a reality.