Seniority
Staff
Department
Finance & Accounting
Location
Canada
Industry
Banking
Company size
105K
Contact information
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b•••••••@td.com
Phone
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Background
About Brijesh Dhami
As an Associate 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. 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. I am passionate and committed to helping my clients feel more confident in their financial Information 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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