Videos


Steve & Lee-Ann's Story
Making up for lost time with a sound retirement plan
Steve and Lee-Ann know that the path to retirement has many twists and turns. They found that having the right TD Wealth advisor to help answer their questions, even the ones they didn't know to ask, can help uncover new possibilities. Find out how personalized retirement planning helped this couple retire earlier and make up for lost time.
Additional Videos
Guiding Jessica to find the right balance
When it comes to investing for your future, it can be difficult to find the right balance when prioritizing multiple goals. Finding the right advisor can be a critical step toward building a personalized plan that could help you reach your financial goals.
For Jessica, she wanted to experience life and make memories with her family. Financial advice from TD Wealth allowed her to see new possibilities, so she can enjoy today AND save for her future.
Connect with me to learn how you can prioritize what is important, while focusing on your financial goals.
Turning setbacks into opportunities
When it comes to facing setbacks, it can be difficult to navigate it alone. Financial advice can help you feel confident in building your future.
For Janique, whether in sports or finance, she found it important to have a coach she could trust and obtain guidance from. Janique's story is an example of how financial advice from TD Wealth allowed her to turn a setback into a success story.
Connect with me to learn more about finding trust and getting back on track by building a personalized financial plan.
Protecting what matters
When experiencing a difficult situation and looking for financial security, finding the right advisor can be a critical step toward making it easier. TD Wealth helped Lynn’s dad make sure everything was in place for when he was gone.
Lynn believes in the value of planning, as her father worked with TD Wealth to prepare his finances and plan for the future of his daughter, making a very difficult life experience easier.
Contact me today to find out how I can help you feel reassured in your financial future.
Navigating complexities of life
As their lives got more complex, so did their finances. This can sometimes feel stressful and make you uncertain about your future. Getting the right support and financial advice can help you navigate forward.
TD Wealth helped Liz and Michael navigate the complexities of life and feel confident in their finances. They have been with the TD Bank Group since they were born. But as their finances became more complex, they trusted their TD Wealth team who helped make things easier as they built their financial future.
TD Wealth helped Liz and Michael navigate the complexities of life.
Contact me today to find out how I can help you to see the possibilities in building a good life with a personalized financial plan.

When Karl was ready to move from his career into retirement, he wasn't sure he had enough to live comfortably while continuing to do the things that matter most to him. With the help of a TD Wealth advisor Karl was able to feel more financially secure and is now excited about what else is possible in his retirement years.
Newsletters
Following two difficult years, the need for giving continues to grow, in Canada and across the world. For those who would like to make philanthropy a part of their legacy, here are seven key considerations (and surprising tax benefits) you should be aware of.
Leaving a lasting legacy for your family can involve careful planning and a team of professionals. Here are five questions that can help get you started.
Q: My dad is in his 70s and has mentioned moving in with his new girlfriend. Should we be concerned about protecting his assets if the relationship gains common-law status?
Stepfamilies are common, but planning for who gets what after you die is anything but routine. When families come together, each with their own possessions, ensuring your assets go where you want is key.
The Private Giving Foundation was the first-of-its-kind fund in Canada. Jo-Anne Ryan, Executive Director and architect of the foundation speaks to us about the value of flexible giving and how you can make an impact with your good fortune.
For couples who meet later in life, retirement planning may seem a little daunting. But it doesn’t have to be. If you get started now, and ask the right questions along the way, it can even be exciting. Here are a few questions that should be top of mind.