TD Wealth Management

About

I am a Financial Planner with TD Wealth here in Sarnia on London Road.  I have a decade of experience in financial industry I am looking forward to meeting everyone.   I have a diverse client base and take real pride guiding women in wealth: to help them develop a financial plan that balances life today with their goals for the future. I take the time to understand each client's unique financial situation and goals, creating a collaborative environment where clients feel heard, informed and confident about their financial decisions. My passion for financial literacy and planning has allowed me to become a trusted advisor for my clients and those who are important to them.

My expertise extends to:

1.     Build net worth – Identifying investment solutions that align to clients' risk tolerance and long-term objectives.
2.     Implement tax-efficient strategies – Working with my clients to help create and structure their accounts to help reduce tax exposure while keeping income available for when it's needed.
3.     Retirement Planning – Guiding clients through the complexities of retirement savings and income strategies to ensure a comfortable retirement.
4.     Estate Planning – Assisting clients in securing their legacy and ensuring their wishes are fulfilled through comprehensive estate planning.

I look forward to connecting with all of you.