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description= Investment and financial advice, planning, and strategies with a personalized approach for high-net-worth individuals and entrepreneurs.;
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Text of the page (random words):
lable where applicable training td wealth will provide accessibility training focused on the provision of products and services to our clients training will also be provided to employees involved in the development of policies practices and procedures regarding the provision of products and services training will be provided to each person as soon as possible after they are assigned applicable duties restart transcript janice farming has become a big business just keeps growing and then your kids are involved you need financial backing janice we ve been married for 51 5 years and we farmed together with hank s brothers and his dad until 1990 and we did with our kids eldon farm life was the good life as a kid learned hard work and the values that go with that hank yeah farming was in my heart but definitely lots of things changed tremendously from when i farmed with dad we increased the size of our farm with steps we knew we could handle my dad always said walk but don t run janice but let s face it we don t understand a lot of the investment part of it we rely on td wealth because farming has become such a big business hank been there with td for well over 50 years we have an account manager in agricultural banking that we work with she knows our farm she knows the boys eldon especially in a smaller community you get to know them in a more personal level janice good advice from our td wealth advisor allows us to first and foremost not fret about if you re doing the right thing eldon it s the value of knowing where you re at financially and trying to make prudent decisions you look for expansion and growth and we ve had those opportunities with td hank i think there s a good opportunity for the next generation janice we have three boys and one girl basically we re working toward setting them up that s kind of what you live for i mean you work for your kids and grandkids to give them a good start restart transcript crystal it s terrifying to leave a stable career for a riskier dream being raised by a single mom we didn t come from a lot of money but i had a very happy childhood we always found opportunities to go out and celebrate small milestones we would go to this fast food restaurant it was affordable and a lot of my happiest core memories were made there i think that s where my childhood dream of owning a fast food franchise started but i first spent over ten years as a lawyer chasing a career and stable income but my heart wasn t in it starting a fast food franchise was incredibly overwhelming you just hit the ground running with a million different things needing your attention and that s where td commercial banking and td wealth came in to help me if you start off with a good team around you a lot of things that seemed impossible at the beginning turns out to be very much within the realm of possibility good advice is like interest i feel like it grows it compounds td wealth wasn t just helping me with my immediate needs but they were paying attention in helping me think ahead to 5 years 10 years 20 years down the road i felt seen as a whole person and not just my business or my investments they understood my motivations so much that they could actually predict what would be the most helpful for my business and my family s future i never lose sight of the sacrifices that my mom made in order for me to be able to do what i do today everything she did was so that i could dream without constraint and when i think about success whatever that is i don t think of it as just mine i really think of it as ours restart transcript jenna dad s dream was always for us to take over the family business but they didn t know where to start cody my father was born in italy but he migrated here with his family in the 50s with not much money their first house no running water so he knew what it was like to stress about money jenna when my dad was 18 he left home he had 30 in his pocket and he really had a drive to succeed santana a few years later he built a successful real estate company with his brothers cody my sisters and i grew up eating breathing and living real estate it was always a part of us jenna our father always dreamed that we would take over the business cody which is a multi year thing it can be very complex there s a lot you don t know so you need to consult the right people and td makes it easier whether it s investment advice through td wealth or business support through td commercial banking santana td has many different specialists for your finances your wealth your future planning cody with succession planning there s a lot of moving pieces and having td wealth there made it such a relief because they can answer all of our questions and help us through the process santana they know our business but they also know us individually they feel like family and i think that s what makes td different td wealth and campanale we make a powerful team all together jenna and now with all their advice we finally feel ready dad has seen that he has the confidence in us to continue through with his legacy restart transcript nick i m always stressing about money it s like everybody same story you want to provide for your family nick i still don t see myself as a businessman you know i like to get my hands dirty so i m always kind of in the mix there justina it makes me laugh when he says i m not a businessman what do i know he s got a successful business that he s been running for almost 20 years now nick but in the beginning it was tough justina when he was struggling i would have the stable paycheck nick if she wasn t there i don t know where i d be right now or even the family nick being a business owner money was always tight i never felt comfortable for me it s just the worry of not having where i can t put food on the table or provide because there might be a hiccup down the road that you don t see justina we needed someone that was focused on us and focused on our priorities we actually talked to our td commercial representative she guided us to our td wealth advisor natasha she told us upfront we re going to have a lot of stuff to work through together but here s the plan here s your vacation account here s the kids education account nick natasha finally put it into perspective justina she always aligned with our goals and keeping us on track nick that s when i started to feel comfortable i felt like ok maybe i could take a day off take a half day off you know enjoy these moments because you know it s just not all about work as i get older i take a step back and see how fortunate i am it s about the comfort of knowing you re okay and your kids will be okay restart transcript polly when i look back in my life doesn t matter what kind of situation i was in i don t give up i came from india with a master s degree in 1987 but the reality was very different than my dreams i got a job in the factory there was no other choice i had done like two jobs even so i was working like 7 days a week but then i was determined okay you know this is not the place where i would stay i need to go up building a successful business with my husband was very tough we worked hard together you know but in 2005 my husband passed away all my dreams they were shattered and those were the days i think i had no idea what to do i had two daughters still the mortgage on the house and now i was the single earner for the family so security was a big thing for me how to keep my money safe when i was introduced to matt at td wealth i felt he was knowledgeable the way matt invested my funds it made sense to me every single word that he said it made sense to me he s very open and honest when he gives you advice if it s not good for you he tells you that too it s a hard earned money it should be looked after where you have trust matt was the right fit for my family and for myself i want to be a role model for my daughters they are my strength in every single moment it doesn t matter what the situation is you just move forward restart transcript lee ann we ve had a few detours in our life we ve really come to realize that the things that seem completely out of reach are not steve lee ann and i were 13 years old when we first met lee ann was my first girlfriend i was her first boyfriend lee ann i just remember steve had very long hair it was longer than mine steve and then my father decided we re going to move out to alberta lee ann 35 years later we reconnected steve that was quite exciting when we actually met again it came out of the blue the sparks were electric lee ann it really is very cool marrying your best friend and now it s coming time to retire steve we realized that we didn t have a true path to retirement so we really needed some help with that when we went to td wealth we met up with jonathan lee ann he really did open our eyes he educated us he was answering questions we didn t know we needed to ask steve he was exploring all the different options to get us to retire much earlier than we had expected i had the assumption that it was going to be a decade before i could retire and it s just amazing that the timeline has changed to the summer it s like newfound time i figure we ve gained a decade of youth lee ann easy steve and we will love to travel we love to go see our families and we love detours lee ann yeah laughs restart transcript liz it s not just td wealth it s all of td there s different layers and support systems and i like how they all communicate with each other liz michael and i have been td customers our entire life michael we both remember starting with td and we had the little td passbook liz when we got married michael just completed his first year of medicine and i am now in the family business michael we got to a point where we re comfortable i had a good job her business was successful liz we built a good life and we have two beautiful daughters so we re really fortunate michael as things changed for us and we got older things became much more complicated my wife was getting close to selling her business we were really actively engaging with her estate planning we started our foundation and we needed more financial advice to navigate that when darrell and cedric at td wealth came in they really helped us look at things a little bit differently liz they would reach out to me okay this is what it s gonna look like in 10 years 20 years 30 years they ve allowed us a sense of ease michael a door opened and it was the sunlight came and it was like ahhhh it was very eye opening to the variety of things you can do so it gave us a much better understanding of all the different ways to navigate your finances liz i always feel safe and comfortable and i trust what they re telling me when i think about the future for our daughters we are there to help them but we also have great people around us at td to help them as well michael it s more than just a bank the relationship we have with darrell and cedric at td wealth it s just more restart transcript tim i needed to make sure that she wouldn t be forgotten and to give something back patty taught at the university alberta for 27 years as a clinical instructor patty loved her students she would work evenings and weekends to make sure that there s nobody left out and everybody got a fair chance then my wife contracted ovarian cancer and when she passed away that was a game changer i didn t realize at the time how well my wife was loved by her students and colleagues so i reached out to corina at td wealth and we set a plan together and we came up with private giving and we set something up to get the scholarship in the name of my wife we ve been very fortunate with td wealth to understand the complexities of estate planning and look at possibilities to do amazing things for me that s giving something back to students so there s a little bit of patty in all of them restart transcript lynn people don t always know what to do when someone passes planning is a true gift my father always wanted to be seen as a positive person not the sick person no one wants to talk about the end of their life we spent many hours in his garage shelling lobster at those times we were able to talk a lot my father was the type of person that always needed a safe space to talk about important things his td wealth office was one of those safe spaces to talk my stepmother was diagnosed with dementia dad ended up becoming a caregiver when he was unwell himself his biggest concern was what was going to happen to his wife when he was gone mike at td wealth gave my father the guidance that he needed to be comfortable it gave him the power and support that he needed to do his planning td wealth made him feel special and like he may have been their only client at the end of my father s life once he was gone being in the role of power of attorney and the executor there was a lot to do i had a call from mike at the td office and he was so supportive and it became more like a friend calling meant the world when i went into the office it was explained to me what the documents meant where the investment sits now and where we go forward my father made sure that everything was in place i wasn t guessing and it was truly like a last gift that is the gift that we can all give how to plan for the people that are left behind people think it s very difficult and it is not they make it as easy as possible it s a privilege to be able to help my dad to fulfill his wishes that he had in his heart restart transcript janique i think when you re alone you doubt yourself you need a coach when i was little i had a dream i said dad i want to go to the olympics so my dad says there s a list it starts here and it goes to there are you ready in 1984 i was selected for the olympic ski team but my dream didn t come true just before the olympics i injured my knee and i remember watching the olympics in my bed with my big cast on i did so many years of physiotherapy i know how hard you have to work and i wanted to heal those athletes i was like sports physiotherapist would be my new dream i started my own business but again i had a setback after 25 years of marriage i got divorced and that put me deeply in debt but like recovering from my injury i said to myself i can make it happen but i need guidance that s when i met my td wealth advisor you do need someone that you trust like your coach he has to know what to say to you at the starting gate and my td wealth advisor knew exactly what to say he put all the numbers down and he showed me a plan and the plan has to start there and it has to go up but he said to me you have to work hard i m like that s all i know the advice i receive from my td wealth advisor made all the difference i know now what to do today i am a successful entrepreneur i m running my own business and i m making a difference to all my patients and i am back with the canadian freestyle ski team as one of their physiotherapists w...
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