Raisa Goes

Background

About Raisa Goes

I have been working in the financial services industry since 2017, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals. I hold 2 Bachelor's degrees: Business and Accounting from Unijorge University. I also hold the Certified Financial Planner designation (CFP) conferred by the Financial Planning Standards Council. 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. 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 future. I look forward to working with you. TD Wealth Financial Planning is a division of TD Waterhouse Canada Inc, a subsidiary of The Toronto-Dominion Les 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/AvisMediasSociaux 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.