Pamela Churchill
Senior Investment Advisor
CIM®
PFP®
BA Hons
Working together to help you achieve what truly matters to you
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You decide where you want your wealth to take you.
We design the path to help get you there.
Experience has shown us that your past and present combined point to your future. So, together, we start with a deep understanding of who you are, your personal values and beliefs and your vision of success. Pamela is dedicated to providing information needed to tailor a diversified plan.
Through our process that we call Life Discovery, we work with you to discover, define and prioritize your values and expectations. This means reviewing the financial decisions you’ve made over the years, the goals you’ve set for yourself in the years to come, and the ways in which these reflect what is important in your life whether it’s your family and your home, your work and your legacy, or your personal lifestyle and well-being.
To create your personal investment and wealth plan, Pamela will tailor her broad expertise to fit you unique needs. She takes an integrated approach, bringing in other TD specialists as required to address all tax, estate, insurance, philanthropic and business succession needs, bridging you present-day circumstances to your financial future. Pamela will work with you every step of the way to help you progress towards achieving the goals and dreams your family shares.
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Certificates
CIM®
PFP®
BA Hons
Education
Partners, Directors and Senior Officers (PDO)
Community Involvement
Children's Health Foundation Investment Committee
Who we are
Our balanced approach includes determining the right mix of growth and guaranteed investments that will help make your vision of success a reality. Throughout, we remain committed to offering personalized service, with an emphasis on accessibility and open communication.
Where it’s appropriate, and to assist with the development of a truly comprehensive plan, we draw on the expertise of TD Specialists who are experienced in a wide range of areas related to wealth management, including retirement planning, estate planning and trust services, insurance solutions and charitable giving strategies.
Wealth-building Strategies for now and the years ahead
Investment Management
Diversify your investments and grow your net worth to help optimize cash flow, maximize returns, and invest tax-efficiently.
Personalized Strategies
Get holistic wealth management strategies tailored to your goals with exceptional investment management expertise.
Implementation & Ongoing Review
We do the heavy lifting - liaising with your other professional advisors to help ensure seamless execution in each area of your financial plan.
We monitor the progress of your strategy and adjust it to keep pace with any changes in your 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.
Market Commentary
Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.
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While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.
Money Talk
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Money Talk
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