Tretina Nelson Wealth Management

Tretina Nelson Wealth Management

Turn the page on your future with a dedicated team in your corner.

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Tailored Solutions

Based on your unique circumstances, we'll work with you to understand your goals and unique investment needs to create a wealth plan with tailored solutions.
Achieve what truly matters to you

We're here to help you achieve your goals and priorities. We'll work together to ensure you receive a wealth plan that you can feel confident in

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

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

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.

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.

Trending Articles

Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.

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Record-breaking IPO makes its market debut: Now what?

The first of a series of expected mega-IPOs has made its debut. Beyond the hype investors should be focusing on the fundamentals, according to Vitali Mossounov, Head of Public Equities with TD Asset Management.

Article

After you sell your business: A practical guide on what to do next

Don’t let cash sit idle for weeks and months. If you’re expecting a big payout from selling your business, here are key tax and planning questions you should raise with your advisors.

Article

Can Sumaya help her granddaughter buy a first home one day?

Sumaya is planning ahead for her granddaughter’s future. A First Home Savings Account (FHSA) may offer tax benefits, flexibility and growth potential.