Timothy Hickey, Investment Advisor,Sudbury, ON

Phone

Office

Office Location

43 Elm Street 2nd Floor, Suite 201 Sudbury, ON P3C 1S4. map

About Me
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.

Phone

Toll Free

(888) 403-3942

Fax

(705) 675-3938

Branch Phone

(705) 675-5914

Branch Fax

(705) 675-3938

Certificates

CIM®

Languages

English

Education

Economics Degree from Carleton University

Community Involvement

United Way Ambassador

A Team Approach

Our dynamic team is passionate about helping individuals and families achieve their vision of success. We bring over 150 years of combined advisory and investment industry experience.

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.

Visit My Team Page

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

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

Retirement Ready

We want all of our clients to live their best life in retirement – that's why we develop a tailored, comprehensive roadmap to help get you there. And making the shift to retirement is a big change that can feel overwhelming so we make sure we are here for you every step of the way. Whether you're preparing to retire or ready to enjoy your retirement, we're here ready for you with the solutions you may need.

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Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

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.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Retirees / Pre-retirees

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

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.

Let's Connect

A Team Approach

Your Goals, Our Priorities

Retirement Ready

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.

Nick & Justina – Business owners teaming up with TD Wealth