Jonathan Lecomples
Financial Planner at Td Wealth Financial Planning @TD
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WORK HISTORY
Financial Planner at Td Wealth Financial Planning @TD
Laval, QC, CA
EDUCATION
Concordia University
Bachelor of Arts - BA, Economics
Dawson College
DEC, Commerce
SKILLS
ABOUT JONATHAN LECOMPLES
As a Financial Planner, I work closely with my clients to help them develop a financial plan that balances life today with their goals for the future. 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 addition to investment advice, I can also connect my clients with the right TD specialists to help them address a range of financial goals. In my role, I focus on four key areas:1) Build net worth – Identifying investment solutions that align to my clients\' evolving needs.2) 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.3)Protect what matters – Leveraging the expertise of TD specialists, I help integrate strategies to protect what matters to my clients.4)Leave a legacy – Helping my clients to build a plan to effectively transfer their wealth. I am passionate and committed to helping my clients feel more confident in their financial future. With over 8 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals. I hold a Bachelor of Arts and Sciences in Economics from Concordia University. My commitment to continuous education, as well as completion of required qualifications, has earned me the Financial Planner designation conferred by Institut de planification financière. I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.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.
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