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Helping families make smart financial decisions
When you have considerable assets to protect and grow, navigating the wealth management landscape can seem challenging. With so many investment options, it can be hard to determine the right path to follow and the most effective strategy for meeting your financial needs.
Wealth for Life Advisory can help.
For over 20 years, we’ve been working closely with clients to help them reach their financial goals utilizing a thorough three-part process:
DISCOVER: We take the time to understand your current financial situation and priorities, from generating income and protecting your wealth to leaving a legacy and estate planning.
GUIDE: We build a personalized Wealth Plan that reflects your objectives and carefully manage your money through life’s milestones. Our aim is to become your lifelong advisor and we are committed to guiding you through your evolving life journey.
ACHIEVE: We believe that our insightful counsel, disciplined planning and effective risk management can help you become more confident in your decisions and more focused on living life to its fullest.
Our Value Offering
Be your lifelong advisor who acts in your best interests
Fully understand your financial needs and life goals
Create a personalized Wealth Plan based on your financial vision
Help you make smart financial decisions
Monitor and report on your portfolio on a regular basis
Seek out tax-efficient investments
Explore estate planning opportunities
Putting Clients First
We believe that being our best possible selves enables us to deliver exceptional experiences to our clients. Our relationships are based on honesty, professionalism and collaboration and supported by essential knowledge and resources. We strive to live responsibly – both personally and financially – and approach advising clients with care, empathy and compassion. In short, we believe that success is achieved by doing what you say you will do.
As a result, we are committed to:
- Showing respect in all interactions by being courteous, professional and listening first
- Helping our clients make better wealth management decisions by continually increasing our professional knowledge
- Helping clients and friends make informed and confident life choices that can have a positive impact on their lives
- Genuinely understanding our clients’ hopes, aspirations, and personal and financial goals
- Supporting our client service team to help them deliver exceptional client experiences
- Being honest and honorable, pursuing dreams and striving for excellence
Wealth for Life advisory is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank. All trademarks are the property of their respective owners.
Tim has been helping clients achieve their financial and retirement goals for over fifteen years. Tim complements his advisory experience with an MBA from Simon Fraser University’s Executive MBA program, the PFP (Personal Financial Planner) designation and is a Life Insurance Advisor with TD Wealth Insurance Services.
In Tim's personal life, he enjoys spending time with his wife of 25 years, Lisa, and their daughters, Keely and Ella.
Managing considerable wealth can be complicated. Using his distinctive approach, Nicholas works with high net worth individuals, families and organizations to gain a thorough understanding of their priorities and often-complex financial needs and then builds a strategy based on those objectives and the TD principles of transparency and careful planning. Nicholas’ keen insight, disciplined counsel and effective risk management will help you make confident decisions about your future – whether you’re building your career or heading towards retirement.
Nicholas holds the Chartered Financial Analyst® (CFA®) designation and earned his BA with a major in Economics from the University of Victoria. He is also a Life Insurance Advisor through TD Wealth Insurance Services.
Committed to maintaining an active and healthy lifestyle, Nicholas enjoys golf, tennis and travelling.
Wealth For Life Advisory is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank. All trademarks are the property of their respective owners.
Lisa joined TD Wealth in 2009, having worked in the financial services industry with money managers for 13 years previously. She has a degree from UBC and has the designation of Certified Financial Planner (CFP) since 1998. She is licensed to transact in investment products and is a Life Insurance Advisor with TD Wealth Insurance Services. Lisa's expertise in discovery of what truly matters to clients and her planning work is a valuable resource for our clients.
Terri has worked in the investment industry since 1994 and joined TD in 2005. An essential part of the Wealth for Life Advisory team, Terri takes care of all actionable client instructions, including executing trades and performing research, and consistently provides outstanding professional and courteous service. In her role, she wires money to the bank on behalf of clients, helps them navigate complexities, sends out detailed RIF communications, prepares gain/loss reports and simplifies tax time by consolidating the documents needed to file returns.
Terri is married and has two daughters who are very active in competitive swimming.
Sangeet joined TD in 2001 and has more than 15 years’ experience in estates and trust administration. She works closely with clients and the rest of the team and oversees the documentation process, transfers, database management and the preparation of client reports. Sangeet has the expertise and sensitivity to help clients with estate administration and distribution, as necessary.
A graduate of Fiji College of Advanced Education, Sangeet is formally trained as a secondary school teacher and taught school in Fiji for three and a half years. Outside of work, her main priorities are health and wellness and her two children.
We're redefining private wealth management.
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
Passing on your Wealth
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner..
Ross Hagen
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
John Nicolls
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
Dugan Batten
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Market Commentary
Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.
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