Tim was born and raised in Northern Ontario. A graduate of Carleton University in Ottawa, Tim has a degree in Economics. Tim is the Branch Manager of the TD Wealth Private Investment Advice office in Sudbury. Tim holds the Chartered Investment Manager (CIM®) designation. When not working, Tim spends his time with his wife Lynne and two children Benjamin and Milana.
Hickey and Svalina Family Wealth Management is part of TD Wealth Private Investment Advice and is comprised of a team of highly qualified, dedicated, and experienced professionals headed by Tim Hickey and John Svalina. This dynamic team brings over 150 years of combined advisory and investment industry experience.
Areas of Specialization
Hickey and Svalina Family Wealth Management serves the needs of Business Owners, Professionals, Retirees and Widows.
The Hickey and Svalina Family Wealth Management team specializes in four key areas:
1. Investment Portfolio Management
2. Retirement & Tax Planning
3. Business Succession Planning
4. Family Estate Planning
*Some services provided in collaboration with TD specialists.
It’s Your Future
No one knows what the future holds. Whether your needs are funding a rewarding retirement, protecting your family or business from misfortune or liability, or creating a tax efficient estate plan, the Hickey and Svalina Family Wealth Management can help you to create and implement plans to help enhance and protect your way of life. The goal is to help provide you with financial confidence.
A Team Approach
Armed with a deep understanding of your priorities and values, we'll build a team of specialists centred around you. And, as your needs evolve, your wealth strategy will evolve with you. We take our relationship with you seriously – that means we'll be in touch with you on an ongoing basis so we can provide you with the information you need for a successful financial future. And when you need advice, we'll be there with a breadth of knowledge and expertise, along with the personalized attention you deserve.
We See The Whole You
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
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.
Let's Talk About Your Future
Reach out to schedule a complimentary Discovery session with our team. Uncover your wealth personality and take the first step towards developing a wealth strategy that's as unique as you are.