Parm Gill
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Having immigrated to Canada from England with my parents, I saw firsthand the amount of time and effort my parents invested and the sacrifice they faced to support our family. These are lessons I instill in my own kids to this day, and is the cornerstone as to why I am so passionate about helping my hardworking clients achieve their life goals.
Showing a natural inclination towards analyzing numbers and providing solutions, I take a true interest in understanding and building personalized financial plans for pre-retirees and retirees. Creating a blueprint aimed at seeing my clients through retirement and with the goal of allowing them to live their ideal lifestyle is just as fulfilling to me.
My process begins with a thorough discovery meeting, where I get to know you and what is most important to you. With sincerity, I will provide an upfront, realistic assessment of your goals, based on your scenario. Grounded in your goals, your personal financial plan will be created and presented to you in a following meeting. Only with your agreement, will your plan be implemented. We will then discuss next steps.
I genuinely care for the well-being of my clients. I do my best to take the stress out of deciding where to invest and I am here to be the main point of contact for my clients' financial health.
Certificates
CFP®

Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
Incorporation
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Tailored Solutions
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.
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