Justin Kelly - TD Financial Planner
Christine Rivard - TD Financial Planner, located in Whitby, ON, offers personalized financial planning services to help clients achieve their financial goals. As a planner with TD Wealth Financial Planning, Christine is dedicated to providing clients with fully integrated financial plans that balance current financial circumstances with future objectives and motivations. Whether clients are planning for retirement or starting a new business, Christine is committed to guiding them every step of the way.
Christine's focus encompasses four key areas: building net worth by identifying investment solutions tailored to clients' evolving needs, implementing tax-efficient strategies to reduce tax exposure, protecting what matters through expert strategies, and assisting clients in leaving a legacy by effectively transferring their wealth. Through certificates such as CIM®, CFP®, FCSI®, Christine helps clients navigate tax planning, retirement planning, and estate planning to secure their financial future.
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