Stephen James Dockrill
As an Advisor with TD Wealth since 2001, I have been providing Financial Plans and offering financial solutions to individuals, professionals and their families.
I provide a holistic service in that all of my clients receive a Financial Plan. The plan can cover such areas as Investments, Retirement, Insurance, Education, Charitable giving, Cash Management and Wills and Estates. This is unique in the industry in that all to often the focus tends to fall too much on the investments. Where, in fact, this represents but a portion of a comprehensive plan.
Backed by the extensive resources of TD Bank Financial Group I am able to partner with Private Bankers, Commercial (Small Business) Bankers and Estate and Trust experts to ensure all of your wealth considerations are met.
I am a graduate of St. Mary's University (Economics). In addition I am a Personal Financial Planner (PFP) and hold the Life Insurance Advisor license. Outside of the office I am actively involved in coaching minor sports, particularly basketball with the St. Margarets Bay Minor Basketball Association (SLAM).
I welcome the opportunity to work with you to develope, implement and monitor your Financial Plan to ensure all your wealth considerations are met.
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.