Page 10 - TD Wealth Web Booklet
P. 10
Wealth management advice based on you
With access to our Wealth Advisory Service team, we have specialists in defined
professions to ensure we provide you best in class advice
James Craig LL.B., CFP, CLU
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other
professional advisors, when appropriate, to develop comprehensive wealth strategies based on a
number of wealth considerations. Among them: creating retirement income streams, estate planning
– business and insurance considerations, transitioning your business, accessing sophisticated credit
solutions, tax planning and philanthropic planning.
Laima Alberings BA (Hons), LL.B
Will and Estate Planner
The Will and Estate Planner of the Wealth Advisory Services team specializes in estate, trust and tax
planning to assist you in developing an estate plan that reflects your personal choices for the future,
and the legacy you will leave behind. To help manage your responsibilities, we can work with other
TD specialists and external subject matter experts to help identify issues and properly structure your
estate in a tax effective manner.
Jeff Halpern CPA, CA, TEP
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with
you and your team of external advisors, including lawyers, accountants and business brokers, to help
you maximize your business' value, and create and implement a plan for the smooth transfer of your
business down the road.
With access to our Wealth Advisory Service team, we have specialists in defined
professions to ensure we provide you best in class advice
James Craig LL.B., CFP, CLU
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other
professional advisors, when appropriate, to develop comprehensive wealth strategies based on a
number of wealth considerations. Among them: creating retirement income streams, estate planning
– business and insurance considerations, transitioning your business, accessing sophisticated credit
solutions, tax planning and philanthropic planning.
Laima Alberings BA (Hons), LL.B
Will and Estate Planner
The Will and Estate Planner of the Wealth Advisory Services team specializes in estate, trust and tax
planning to assist you in developing an estate plan that reflects your personal choices for the future,
and the legacy you will leave behind. To help manage your responsibilities, we can work with other
TD specialists and external subject matter experts to help identify issues and properly structure your
estate in a tax effective manner.
Jeff Halpern CPA, CA, TEP
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with
you and your team of external advisors, including lawyers, accountants and business brokers, to help
you maximize your business' value, and create and implement a plan for the smooth transfer of your
business down the road.
