Nabil Wahed
Senior Financial Planner at Td Wealth Financial Planning @TD
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WORK HISTORY
Senior Financial Planner at Td Wealth Financial Planning @TD
CA
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. I have been working in the financial services industry since 2009, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals.I hold the Certified Financial Planner (CFP®) designation offered by FP Canada.
EDUCATION
University of Windsor
Bachelor of Science in Biotechnology and Biology
SKILLS
ABOUT NABIL WAHED
At TD Wealth Financial Planning, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, personalized wealth advice you deserve. We work with a wide range of clients whose needs and desires vary greatly, and we understand that one size doesn\'t fit all. From investing in your children\'s future, to planning for your own retirement or leaving a legacy, we are here to help you every step of the way-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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