How to get the most from your RESP
We look at RESPs, who’s eligible, how they work with Zeljka Turek, Investment Advisor, TD Wealth.
As a Vice President, Investment Advisor at TD Wealth Private Investment Advice, I provide personalized investment strategies and wealth management services to you, my clients, including long term retirement planning, efficient tax strategies and multi-generational estate planning strategies. My dedication to exceptional client experiences and diversified financial strategies that help navigate you through potential investment decisions are the foundations of my business. Focus on realistic results-based strategies built for today's markets.
I lead the knowledgeable team at Turek Walker Wealth Group located at the Vancouver downtown location. My team and I offer comprehensive wealth management services by engaging. TD Specialists who can help provide investment, tax and estate planning strategies designed for divorced/separated couples, successful executives, professionals, business owners, pre-retirees, retirees and well-established families who require conservative growth strategies and long term retirement planning.
Our approach is a 4 step process always striving to keep it informative, friendly and comfortable:
1. We begin working with you by learning and discovering what's important to you and your family.
2. Next, we create your personalized investment portfolio, using an easy to understand process, that helps meet your income and growth needs.
3. We then work together to develop a wealth plan based on your objectives and implement appropriate changes to your existing portfolio to help maximize your gains and minimize your risks.
4. And finally, we monitor your progress and keep you up to date.
I have been an investment industry professional since 1996. I hold the following designations: (1) Fellow of Canadian Securities Institute (FCSI®), (2) Certified Financial Planner (CFP®), (3) Personal Financial Planner (PFP), (4) Financial Management Advisor (FMA), (5) Elder Planning Counselor (EPC) and (6) Certified Divorce Financial Analyst (CDFA®). I have also completed the Wealth Management Techniques Course (2007) through the Canadian Securities Institute. Additionally, I am licensed as a Life Insurance Advisor with TD Wealth Insurance Services.
I spend my personal time as a hobby bee keeper, traveling all over the world (mostly to Devon, England visiting our family 15th century Thatch cottage), gardening, hiking, biking, golfing, yoga, baking and spending quality time with my loving husband and best friend, Mark and my beautiful super smart 26 year old daughter Kyra as well as our adorable new puppy named Finnegan (Norfolk Terrier). Our favorite family pastime is watching movies with a bucket of popcorn after a long hike or bike ride.
Watch Zeljka on BNN Money Talk with Kim Parlee Listen to her segment on Radio Show: “What She Said”
Toll Free: 1(888) 668-9966
Branch Office: (604) 482-8400
Branch Fax: (604) 482-8427
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Fellow of Canadian Securities Institute (FCSI®) , Certified Financial Planner (CFP®)
Hobby Bee Keeping, Ride to Conquer Cancer Fundraiser, TD Wealth's Annual Charity Golf Tournament - The Greater Vancouver Food Bank Society
Quarterly Newsletter Q3 2019
We know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you make your vision a reality.
You've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will structure your investment portfolio to help reduce tax exposure and keep income available as and when you need it.
Life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.
You are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of your wealth.
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.
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