Aalok Patel - TD Financial Planner
Sara Kurbegovic-TD Financial Planner in Toronto, ON, offers personalized financial planning services with a focus on tax, retirement, and estate planning. Ren Robinson, a Senior Financial Planner with over 9 years of experience, holds both the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations.
Specializing in tax planning, the team at Sara Kurbegovic-TD Financial Planner helps clients assess and recommend strategies to reduce tax burdens, explore income splitting, and maximize available deductions. They also provide retirement planning strategies to help clients achieve their desired lifestyle during retirement while minimizing taxes.
With a commitment to understanding clients' unique goals and aspirations, Sara Kurbegovic-TD Financial Planner creates tailored financial plans that evolve with changing needs. By offering ongoing support and access to exclusive thought leadership content, they aim to help clients stay informed and confident in their financial future.
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