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Jacquie Lovelock

Business Wealth Advisor

  • CIWM
  • FCSI®
  • CEA

Your business. Your future. My specialty.

Helping you navigate today's complex financial waters and plan for tomorrow.

You’ve worked hard and watched your business grow. More than likely, it represents one of your main assets. You’ve spent years building it, are ready to consider what the next five years look like, and want to ensure you don’t make any costly mistakes.

You understand the importance of planning for the certainty of uncertainty, and you want clear, concise strategies to maximize your return while minimizing risk, taxes—and hopefully—stress.

As your Wealth Advisor, I take the lead on assembling a team of TD specialists to assist. From investment, tax and estate planning, to a business succession plan or sale, we help you preserve and protect the personal and business wealth you’ve worked so hard to build.


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Let's talk about your life and business goals.

From your short and long-term business vision, to philanthropy and the legacy you want to leave your family, let’s roll up our sleeves and get into the particulars around your goals. Let’s understand what’s important to you, and together, develop a plan to help you reach your goals, while protecting what matters.


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More on me and why I love what I do.

As a former business owner with in-depth experience in strategic planning, raising capital, and taking companies public, I bring a unique big-picture perspective to how I assess today's financial scenarios and solutions. In fact, drawing on what I've learned running my businesses, to help clients make informed choices about their financial future, is the most fulfilling part of my job.

I hold the Certified International Wealth Advisor (CIWM) designation, the Certified Executor Advisor (CEA) designation and I am a Fellow of the Canadian Securities Institute (FCSI®).

Away from the office, you’ll find me enjoying friends, family and all-things west coast, especially sailing, biking and golfing.


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Behavioural Finance

Uncover what drives your decisions.

Your success is about more than a set of numbers. As part of the Discovery Process, we use TD's groundbreaking Behavioural Finance system to understand your Wealth Personality and uncover what drives your decisions, including your blind spots.

And yes, even the savviest business people have them - from overconfidence and loss aversion, to short term focus and familiarity. By getting clear on your blind spots, we can establish a customized foundation for how best to guide you with implementing strategies.

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Philanthropy

Charitable giving is about creating opportunities - for individuals and causes you believe in. If you are looking for a way to plan your giving more effectively and create a lasting legacy to support the charities that matter most to you, the Private Giving Foundation is an excellent solution.


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ADDITIONAL CONTACT

Toll Free: (877) 654-8875

LANGUAGES

English

SOCIAL LINKS

LinkedIn

What's next for your business?


Events of the past year have a lot of our clients thinking about their business and their personal lives in a different light.

How has it affected your thoughts on the future of your business? Are you excited and want to grow the business? Or are you thinking that you might want to go in a different direction?

Click below to see how TD can help.


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We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

U.S. election and your portfolio: Don’t let your politics foil your investments

Whether your politics are progressive, conservative, or somewhere in between, letting your political views drive your investment decisions could be detrimental to your bottom line. Kim Parlee speaks with Marko Papic, Chief Strategist at Clocktower Group, and author of, "Geopolitical Alpha"

Don’t let those unexpected savings just sit there

Despite major headwinds in the economy, many Canadians have been saving a record amount of money this year. If you have extra cash right now, here are four ways it can help power your goals.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

Do you know someone who would benefit from my services?