Harroop Singh
Associate Planner @TD
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WORK HISTORY
Associate Planner @TD
Markham, ON, CA
EDUCATION
Centennial College
Post graduate certificate, Financial Planning and Services
Panjab University
Bachelor of Commerce - BCom, Commerce honours
Lovely Professional University
Master of Business Administration - MBA
ABOUT HARROOP SINGH
Associate Financial Planner | TD Wealth | CFP® Candidate | Guiding Mass Affluent Canadians Toward Financial ConfidenceWith 5 years of experience in the financial services industry, I currently serve as an Associate Financial Planner at TD Wealth, where I help mass affluent Canadians make informed, confident decisions about their finances. As a CFP® candidate, I am committed to the highest standards of financial planning and client care.I work alongside clients to create personalized financial strategies that support their unique life goals—whether it\'s retirement readiness, investment growth, or tax-smart wealth preservation. My approach combines technical knowledge with a people-first mindset, ensuring every plan is as practical as it is personalized. Core Areas of Expertise:Holistic Financial PlanningRetirement & Investment StrategyTax-Efficient Wealth ManagementCash Flow & Risk ManagementRelationship-Centered AdvisoryDriven by purpose and backed by a leading institution, I’m passionate about making financial planning approachable, trustworthy, and impactful for every client I serve. I\'m always open to connecting with professionals and peers in the financial planning community.Let’s connect and grow together!
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