Along with the Vancouver Management Team, I’m responsible for TD Wealth Private Investment Advice and Private Investment Counsel in the Vancouver market. This includes the downtown core, as well as North and West Vancouver, Burnaby, New Westminster, Coquitlam and Port Coquitlam. We have over 70 PMs and IAs and over 50 team members across this area, with offices located on 4 floors in the Vancouver TD Tower, 2 offices on the North Shore, 1 office in Coquitlam, and 1 office in Burnaby. Through our Discovery process, we uncover what truly matters to our clients, and then collaborate with our colleagues within TD Bank in order to provide our clients with a truly integrated and differentiated experience.
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
Transfer of Wealth
Will and Estate Planning
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.
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.