Pamela Churchill
Portfolio Manager
Senior Investment Advisor
BA (Hons)
CIM®
PFP®
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
BA (Hons)
CIM®
PFP®
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 potential 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.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Estate planning misconceptions: Why a Will may not be enough
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Estate planning misconceptions: Why a Will may not be enough
Estate planning is often thought of as simply having a Will in place for the end of life. But Mindi Banach, Tax and Estate Planner at TD Wealth, says an estate plan can do much more: it can help create a plan for your loved ones and clarify the legacy you want to leave behind. She also shared what to consider when getting started.
Cottage succession: How to pass on a legacy and not potential complications
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Cottage succession: How to pass on a legacy and not potential complications
A cottage can be a meaningful legacy, but passing it on raises key questions around ownership and logistics. Nicole Ewing, Principal, Wealth Planning Office, TD Wealth says early conversations on taxes, usage and shared responsibilities are important along with understanding fair market value, adjusted cost base and family intentions.
Health-care costs?
Article
Health-care costs?
You planned for retirement. Did you also plan for health-care costs? Some health-care expenses may not be covered in retirement. Here’s how to think about those costs before they affect your plan.