What financial certifications do you have, and why do they matter?
Brian has attained his:
- Certified Financial Planner (CFP)
- Canadian Investment Manager (CIM)
- Financial Management Advisor (FMA)
- Certified Retirement Specialist
- MBA in Financial services
- Honors Bachelor of Business Administration
Managing our clients' life savings is a responsibility we do not take lightly. We are extremely dedicated to providing our clients with the best. This is why we continue to finesse our craft through additional education. It is imperative to stay up to date with what is current. We want our clients do have confidence knowing their wealth is in the hands of a well-educated and experienced team they can trust.
Do you provide financial planning?
Yes, we firmly believe a detailed wealth plan (also known as a financial plan) is a critical pillar in achieving financial wellness. That is why, with us, each client gets a customized financial plan that considers their specific goals, circumstances and vision for the future. In our regular touchpoints we will revisit that plan to review how you are tracking towards attaining your goals.
Who can benefit from your services?
We serve individuals, families, executives, business owners, pre-retirees, retirees, charities and philanthropists. Additionally, we have many clients that are dual citizens and are familiar with managing the nuances that coincide with that.
If I need financial services beyond investment advice, can you help me?
Absolutely, at TD Wealth we work closely with many specialists across the institution to bring you the exact advice and services you need. For simplicity's sake, we will be your main point of contact and relationship manager. We can leverage the expertise from specialists in succession planning, trusts and estates, tax, credit and lending, philanthropy, commercial and much more.
How much collective experience does this group have?
On our immediate team, we have almost 50 years of collective experience in the financial industry. This is backed by the strength and expertise of TD Bank Group, which has been in operation since 1855.
Yes, we have tons of experience in estate strategies and can also leverage the additional expertise from the highly skilled tax and estate planning specialists at TD Wealth. Estate planning is key to ensuring your loved ones are protected should something happen to you and transitioning your wealth in the most tax-efficient manner.
We accept clients who have a minimum of$500,000 in investable assets or more. Also, in our initial discovery meetings, we like to talk about fit to ensure we build a great relationship and that you enjoy the experience.
Many factors go into planning for, transitioning into and enjoying life in retirement. A few considerations include desired lifestyle, expenses, dependents, cashflow and legacy - this is just the beginning. We have in-depth retirement planning meetings with our clients so that we can help them map out a plan, grow and protect their wealth and be of support during each transition. It is never a one and done. Over time discussions and circumstances will evolve. We will revisit the plan to ensure it is updated, current and adapts to what you have told us. We listen, provide guidance and will be a pillar of support each step of the way.
Life is full of uncertainty; that is why we want to help you ensure your loved ones will be okay if something should happen to you. It is vital to keep your will up to date, appoint a power of attorney and discuss income replacement for dependents. Estate planning is an essential step in the process. This will help synchronize the elements mentioned above and ensure your wealth is protected and transferred to those you love in the most tax-efficient manner. Too often, we hear about 'estate planning gone wrong' stories. We will help you mitigate those pitfalls to create a more seamless transition for your loved ones.
