Kristi St Jean
At TD Wealth, we believe that each client's needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That's why we take the time to understand you, your family and your values. Whether your needs are straightforward or complex, we're dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself
As a Senior Private Banker for Healthcare professionals, I understand you and the various stages of your career. My goal is to be your person, your first, and trusted point of contact. I understand how busy your lifestyle is and I am here to assist you in the financial aspect of your lives so you can focus on what matters to you.
I will take the time to hear your questions, listen to your concerns, and help you to create your financial goals. I assist in implementation of these goals by bringing in our appropriate TD specialists for assistance when necessary so we can help you achieve them.
I have been with TD for 18 years in a variety of different positions and am currently working toward the Personal Financial Planner designation. The majority of my roles at TD have included providing clients with innovative and tailored solutions specific and unique to them. Now in this role as a Senior Private Banker for Healthcare professionals, my goal is to establish, and build my relationships with my clients for the long term. I want my clients to trust me and know I am here for them throughout their financial journey.
When I am not engaging with clients, I like to stay active. I enjoy Saturday drives throughout the Niagara region and visiting the various wineries and walking the grounds. Although maintaining a healthy lifestyle is a big priority in my life you will often find me in the kitchen baking because, why not? We all need to indulge!
Wealth advice for every stage of your career
Whether it's helping to build your net worth or helping you build a practice that reflects your vision and values, we're here to provide advice and tailored services to help you reach your financial goals.
We will help you achieve your vision of success through:
Implementing tax-efficient strategies - you've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will help structure your investment portfolio to help reduce tax exposure while keeping income available as and when you need it.
Protecting what matters most to you - life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.
Preparing for the legacy you want to leave - you are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of wealth to those who matter most to you.
A Distinct Discovery
To act for another, one must know the other as they know themselves. Starting with a blank page, an inquisitive mind and great deal of empathy, we ask numerous questions to reveal what is truly most important to you, your family and business. Each person's needs are unique and our goal is to offer you the relevant, customized wealth advice you deserve. We can only do that by getting to the heart of what matters most to you. That's why our approach is to understanding what is important to you, your family and your values. We want to discover everything about you, all the things in your life which make up you and your financial DNA.
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.