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"The pessimist sees difficulty in every opportunity. The optimist sees opportunity in every difficulty” Sir Winston Churchill
I am an optimist and I believe in simplicity. This has been reinforced over 25 years of providing investment advice and has been tested over many market cycles.
How does it work? A belief in dividend paying blue chip companies, determining appropriate exposure to growth investments vs guaranteed investments and ongoing communication with my clients to help them stay the course through difficult times. I avoid investment product that I do not understand or which requires an explanation that you will not understand. I manage your money the way I manage my own, with respect for the effort required to save it.
What do my clients experience? A one on one relationship based on trust, communication and a detailed understanding of their needs. I work in collaboration with a team of TD specialists to address the full scope of wealth management including retirement planning, estate planning and trust services, insurance solutions and charitable giving strategies. My commitment to ongoing education has led to many designations including the Fellow of Canadian Securities Institute (FCSI®) and Chartered Investment Manager (CIM®).
Outside the office I enjoy most things outdoors, skiing in winter, sailing and kayaking in summer. It is even better when shared with my children and grandchildren.
Buntain Wealth Management is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
With over ten years of experience in the healthcare and hospitality industries, I have developed a deep appreciation for providing quality client care. I am very comfortable working in high pressure, fast-paced environments. With my organizational skills and attention to detail, I strive to deliver legendary client service.
Outside of the office, my family is everything to me. I am a proud wife, and mom to two young kids. In our down time we enjoy being active outside, and spending time away at the cottage.
I have been in the financial services industry since 1990, holding various positions in sales and administration. I have a BBA from Mount Saint Vincent University and have acquired the Certified Financial Planner designation and the Financial Management Advisor designation. My real passion is camping!
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement Planning
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
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You have questions, I have answers. Let's have a quick chat.
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Jo-Anne Ryan
Vice President, Philanthropic Advisory Services
If you're looking for a way to plan your giving more effectively and create a lasting legacy to support the charities that matter most to you, our philanthropic services provide access to the Private Giving Foundation, the first donor-advised fund program launched by a financial institution in Canada. Our TD specialist will work one-on-one with you and your family to incorporate philanthropy into your overall estate and wealth plans, and help you create a legacy that is meaningful to you.
Suzanne Coggins
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
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.
advisors.td.com/suzanne.buntain
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If you're gearing up to retire in the next few years, you might start thinking about your various income sources. Converting your Registered Retirement Savings Plan (RRSP) to a Registered Retirement Income Fund (RRIF) is just one part of the retirement planning puzzle. Georgia Swan, Tax and Estate Planner with TD Wealth, speaks with Greg Bonnell about what to consider when drawing down your RRIF.
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If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.
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