Alejandro Avellaneda
Associate Planner at Td Wealth Financial Planning @TD
Signup · Get unlimited contacts
WORK HISTORY
Associate Planner at Td Wealth Financial Planning @TD
Windsor, ON, CA
EDUCATION
Fundación Universitaria Compensar
Bachelor of Finance and International Business
Georgian College
Diploma in Business with Accounting
ABOUT ALEJANDRO AVELLANEDA
As a planner with TD Wealth Financial Planning, I am passionately committed to providing my clients a fully integrated financial plan that balances living life today with setting goals for tomorrow. I take the time to understand, not just their current financial circumstances, but also the objectives and motivations integral to it. Whether you are planning for retirement or starting a new business, I am here to help guide you every step of the way.In my role, I focus on four key areas:Build net worth – Identifying investment solutions that align to my clients’ evolving needs.Implement tax-efficient strategies – Working with my clients to help create and structure their accounts to help reduce tax exposure while keeping income available for when it’s needed.Protect what matters – Leveraging the expertise of TD specialists, I help integrate strategies to protect what matters to my clients.Leave a legacy – Helping my clients to build a plan to effectively transfer their wealth.TD Wealth Financial Planning is a division of TD Waterhouse Canada Inc, a subsidiary of The Toronto-Dominion renseignements sont fournis pour les résidents canadiens et ne constituent pas des conseils. Pour lire les mentions juridiques complètes, visitez les pages td.com/francais/avis_juridique et https://go.td.com/AvisMediasSociauxInformation provided is intended for Canadian residents and does not constitute advice. To read the full disclaimers, please go to and https://go.td.com/SocialDisclaimer.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.