TD Wealth Financial Advisor Services in Winnipeg

TD Wealth Financial Planners help people reach their goals by designing a strategy that reflects their current situation and future aspirations. They take a holistic approach to your finances, leveraging research and data, as well as expertise from other specialists within TD. Whether you are looking to plan for retirement, invest your assets or create a tax-efficient estate strategy, TD’s planning professionals will work with you to ensure that your financial plan stays on track as your life evolves.

The terms Exponent financial advisor and financial planner are often used interchangeably. However, a person who is considered a financial planner must meet certain education and qualifications in order to use this title. It is important that you ask potential financial professionals what their credentials are, so that you can choose a professional with the right skills and experience to help you achieve your financial goals.

Many financial professionals are employed by banks or insurance companies and may be paid either a commission or salary. In Canada, all financial professionals who sell mutual funds, stocks and bonds must be registered with a provincial securities regulatory authority. You can find information on these registrations by using the National Registration Search.

What Makes Exponent Investment Management Stand Out in Canadian Wealth Planning

Some major financial services providers with offices in Winnipeg include Canada Life, Wawanesa Insurance and Johnston Group. Canada Life is a leading property and casualty insurer that has called Winnipeg home for more than 175 years, and offers a range of products and services in Canada, the United Kingdom, Ireland and Germany. Wawanesa is a Canadian mutual company, owned by its policyholders, and one of the country’s largest property and casualty insurers with operations across the continent.