Jason Su-TD Financial Planner

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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. Generated from the website content

Nancy Chen is a Senior Financial Planner at TD Wealth in Markham, Ontario, with over 18 years of experience in the financial services industry. She specializes in building strong client relationships and helping individuals and businesses achieve their financial goals through personalized planning and investment strategies. With a Bachelor of Science degree in Human Biology from the University of Toronto and the Certified Financial Planner designation, Nancy focuses on key areas such as net worth building, tax-efficient strategies, wealth protection, and legacy planning. Her commitment to understanding clients' needs ensures that their financial plans evolve alongside their changing goals and aspirations. Generated from the website