1. Initial Discovery
Our discovery process focuses on understanding your priorities and goals in order to better support them.
Victoria Johnson
Victoria Johnson
Senior Investment Advisor
CFP®
Working together to help you achieve what truly matters to you
Phone
Office Location
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
Your Wealth Management Experience
1.Initial Discovery
Our discovery process focuses on understanding your priorities and goals in order to better support them.
2.Personal Wealth Strategy Meeting
Once we understand your unique situation, we can help you develop a personalized wealth plan.
3.Welcome to TD Wealth Private Investment Advice
Next, we put that plan into action by constructing a portfolio that complements it. This phase involves an official onboarding and any account transfers required.
4.Meet your Team
Whenever your needs require specialized support, we will build a team of TD specialists who can help
5.On Going Proactive Service
Your Investment Advisor will stay in touch with you, keeping you up to date on what matters to you.
6.Regular Review Meetings
To ensure your wealth plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.
Your Wealth Management Experience
2. Personal Wealth Strategy Meeting
Once we understand your unique situation, we can help you develop a personalized wealth plan.
3. Welcome to TD Wealth Private Investment Advice
Next, we put that plan into action by constructing a portfolio that complements it. This phase involves an official onboarding and any account transfers required.
4. Meet your Team
Whenever your needs require specialized support, we will build a team of TD specialists who can help
5. On Going Proactive Service
Your Investment Advisor will stay in touch with you, keeping you up to date on what matters to you.
6. Regular Review Meetings
To ensure your wealth plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.