1. Initial Discovery
Our discovery process focuses on understanding your priorities and goals in order to better support them.
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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 financial landscape to the table. Vicki's commitment is clear: to protect and nurture your financial achievements 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 financial plan for each client, and through regular reviews and an unwavering commitment to trustworthiness and her clients' financial 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 financial 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 financial journey to be guided by care and empathy.
Certificates
CFP®
Languages
English
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.
Our discovery process focuses on understanding your priorities and goals in order to better support them.
Once we understand your unique situation, we can help you develop a personalized wealth plan.
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.
Whenever your needs require specialized support, we will build a team of TD specialists who can help
Your Investment Advisor will stay in touch with you, keeping you up to date on what matters to you.
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.
Our discovery process focuses on understanding your priorities and goals in order to better support them.
Once we understand your unique situation, we can help you develop a personalized wealth plan.
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.
Whenever your needs require specialized support, we will build a team of TD specialists who can help
Your Investment Advisor will stay in touch with you, keeping you up to date on what matters to you.
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.
Investment Planning
Retirement Planning
Will and Estate Planning
Transfer of Wealth
Market Commentary
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