Understanding
We take the time to understand your needs, dreams and aspirations.
Victoria Johnson
Victoria Johnson
Senior Investment Advisor
CFP®
Working together to help you achieve what truly matters to you
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With over 20 years of experience as a Senior Investment Advisor with TD Wealth Private Investment Advice and Financial Planner with TD Wealth Financial Planning, Vicki brings a profound understanding of the wealth planning landscape to the table. Vicki's commitment is clear: to protect and nurture the achievements in life with tailored solutions that are thoughtfully designed for the distinct phases of your life, and to help you unveil the intrinsic value behind your personal vision of success and the things that truly matter to you. Vicki is a graduate of the University of Victoria, and in January 2000 became one of the first women in Canada to hold the Certified Financial Planner (CFP®) designation.
At the heart of Vicki's approach is a genuine commitment to engagement. She builds a personalized wealth plan for each client, and through regular reviews and an unwavering commitment to trustworthiness and her clients' well-being, Vicki provides guidance to help her clients achieve their long-term investment and retirement goals. Moreover, Vicki collaborates with TD specialists in areas of Tax and Estate Planning, Insurance, High Net Worth Strategies, and Philanthropic services as needed to provide a comprehensive range of expertise.
Vicki's commitment goes beyond just numbers; it's about creating an emotional connection with her clients. Vicki takes a holistic approach, and values the human element in wealth planning. She works to build a deep and meaningful connection with each person she works with, making her the ideal collaborator for those who want their wealth planning journey to be guided by care and empathy.
Certificates
CFP®
Languages
English
Our Solutions
Our solutions can help people meet their unique needs and make them feel more confident in their financial future.
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Investment Planning
Retirement Planning
Will and Estate Planning
Transfer of Wealth
Understanding you
We start with a deep understanding of who you are, your values and your vision of
success. This means reviewing the financial decisions you’ve made over the years, the
goals you’ve set for yourself in the years to come, and the ways in which these reflect
what is important in your life. To create your personal investment and wealth plan, we
leverage our broad expertise to fit your unique needs.
Confirmation
We summarize our understanding of your financial priorities to make sure you're in agreement.
Determine Solutions
Our team works together to develop a personal strategy that is designed to help you meet your goals.
Present Solutions
We present your strategy to you for discussion and approval.
Implement Solutions
We work with you to put your strategy into action.
Ongoing Management and Review
We monitor the progress of your strategy and adjust it to keep pace with any changes in your life.