Our Practice

Wealth management advice based on your unique goals

Wealth management advice based on your unique goals

With a keen interest in helping people achieve and maintain financial independence, Geet Chawla joined the financial industry in 2009. Geet joined TD Wealth as an Investment Advisor in 2013 and he primarily works for a select group of successful business owners and professionals,
who among other things aspire to a work-optional lifestyle. He has developed and refined a
process to put all the pieces of that puzzle together and calls it the SWAN FORMula™. The
proprietary process addresses the critical financial events that occur as a client's life unfolds
and their needs evolve.

Geet holds the Chartered Professional Accountant (CPA) designation granted by The Society of
Management Accountants of Canada. To earn the CPA designation, Geet had to complete an
approved educational program, pass a rigorous examination and meet stringent experience
requirements. Geet also adheres to a professional Code of Ethics and he fulfills annual
continuing education requirements to remain aware of current planning strategies and financial
trends.
At TD Wealth Private Investment Advice, we offer the resources and flexibility to provide you with personalized wealth planning. Planning is not a static situation but rather it is fluid and dynamic, just like your life. We recognize that as your life unfolds, your needs can evolve, and we maintain an ongoing process that not only allows us to react to critical financial and life events, but also helps us prepare you for them.

Our Commitment to You

We provide comprehensive investment planning in the context of a long-term relationship with you. Through our experience we have learned it is important that everyone is clear on what to expect if we are to develop and maintain a successful working relationship - one where we can help you achieve your financial and lifestyle goals.

What You Can Expect

You can expect that we will strive to consistently and responsibly perform our services related to the provision, review and ongoing monitoring of the investment planning solutions we implement for you.
 

Our Goals

We will always strive to:

  • Acquire and maintain a thorough understanding of your financial goals
  • Carefully assess and monitor your investment risk and time-frame
  • Explain the implications of all recommended strategies and gladly answer any questions
  • Update you as and when appropriate by email, mail and phone
  • Treat you with the utmost respect and professionalism
 

During our initial meeting we will discuss your financial and lifestyle goals, as well as what you expect from our investment planning process. I will share information about me, my practice and team, our process and TD's value added services offered by TD specialists.

No decisions will be made at our first meeting. The purpose here is for each of us to determine whether or not there is a fit for us to work together and to discover if we are suited for each other. From there, each of us can step back to think about and review the meeting and explore if there is a reason to move forward together. Our experience has shown us that this is the foundation of a solid long-term relationship. The enclosed kit will provide you with a brief introduction to us.

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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