Julie Thompson
Senior Private Banker Business Owners
Working together to help you achieve what truly matters to you
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As your Senior Private Banker, Business Owners, I am dedicated to bring the bank to you and to meet with you when and how it suits you best. Acting as your guide, I’ll provide you with access to custom solutions, products and services from across TD Bank Group (TD). I can collaborate with your team of outside professionals to help integrate our solutions with all other aspects of your life.
I am here to help you simplify your financial life so you can focus on the things that matter most to you. Imagine having someone who provides you with tailored and hand-selected access to a variety of professionals and specialized services. Someone who responds with thoughtful insights and solutions that consider tax implications, family dynamics, and other priorities.
Languages
English
French
Jenna, Santana and Cody's Story – Family Succession
Navigating Business Succession with Confidence
When it comes to succession planning, things can become very complex. Seeking personalized financial advice can help make it easier.
Jenna, Santana and Cody, were able to provide their dad with confidence to continue through with his legacy. Financial advice and guidance from TD Wealth helped them smoothly transition a family business to the next generation.
Let's connect to learn more about I can help you find confidence in building your financial future.
Achieve your vision through a tailored wealth plan
The business and wealth strategies we can create include:
Deep Discovery
We discover your concerns, priorities and goals. By understanding your whole financial picture, we can help you build on your success.
Premium Banking Solutions
From everyday transactions to complex banking services, we tailor our solutions to suit your needs.
Tailored Credit Strategies
We'll help you access credit by sharing strategies such as equity monetization, foreign exchange hedging and more.
Benefits of Private Banking
A full-spectrum approach. We go beyond the numbers to truly see the whole you.
Deep Discovery
We discover your concerns, priorities and goals. By understanding your whole financial picture, we can help you build on your success.
Goals-Based Advice
Guided by your goals, we help curate banking and wealth solutions that are tailored to your needs.
Experienced TD Specialists
Our Private Bankers can connect you with other TD Specialists to help you plan for a lifetime of financial success.
Crystal's Story - Dream without constraints
From Lawyer to Franchise Ownership
When it comes to realizing your dreams, it can be difficult to visualize what is possible. It takes courage and financial advice to help you through the process.
When Crystal realized her longtime dream of becoming a franchise owner, she relied on TD Wealth for ongoing advice. TD Wealth helped her think ahead for her financial future, 5 years, 10 years, 20 years down the road.
Let's connect to find out how I can help you achieve your financial goals and feel reassured in your financial future.
Specialists For Every Stage Of Your Business
Understanding the often complex needs associated with your busy lifestyle, the demands of managing your business and the challenges of growing your personal wealth is the foundation of what we do.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Estate planning misconceptions: Why a Will may not be enough
Article
Estate planning misconceptions: Why a Will may not be enough
Estate planning is often thought of as simply having a Will in place for the end of life. But Mindi Banach, Tax and Estate Planner at TD Wealth, says an estate plan can do much more: it can help create a plan for your loved ones and clarify the legacy you want to leave behind. She also shared what to consider when getting started.
Cottage succession: How to pass on a legacy and not potential complications
Article
Cottage succession: How to pass on a legacy and not potential complications
A cottage can be a meaningful legacy, but passing it on raises key questions around ownership and logistics. Nicole Ewing, Principal, Wealth Planning Office, TD Wealth says early conversations on taxes, usage and shared responsibilities are important along with understanding fair market value, adjusted cost base and family intentions.
Health-care costs?
Article
Health-care costs?
You planned for retirement. Did you also plan for health-care costs? Some health-care expenses may not be covered in retirement. Here’s how to think about those costs before they affect your plan.