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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Money Mismatch: 4 ideas to manage your money and your relationship

More than half of Canadians surveyed say they would break up over a partner's spending habits. Here's why some planning and flexibility can be the foundation of a great money partnership.

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2026 resolutions: 4 things you can do now to improve your fiscal fitness

Starting the new year on the right foot, financially, may be easier than you think. Are you ready to strengthen your wealth building muscle? Here are four ways to get your money doing some of the heavy lifting.

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3 questions snowbirds should ask before taking flight

The annual migration may look a little different for Canadian snowbirds this year. Whether you're still planning or already packing, here are three items to double-check before heading abroad for an extended period.