Kristi St Jean

Your Goals, Our Priorities
Kristi St Jean

Senior Private Banker Healthcare

Working together to help you achieve what truly matters to you

Phone

Mobile

(289) 962-7902

Office Location

5515 North Service Road Suite 400 Burlington, ON L7L 6G4. map

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!

 

Languages

English

Jessica - Seeing new possibilities with the right financial advice

Guiding Jessica to find the right balance

When it comes to investing for your future, it can be difficult to find the right balance when prioritizing multiple goals. Finding the right advisor can be a critical step toward building a personalized plan that could help you reach your financial goals.

For Jessica, she wanted to experience life and make memories with her family. Financial advice from TD Wealth allowed her to see new possibilities, so she can enjoy today AND save for her future.

Connect with me to learn how you can prioritize what is important, while focusing on your financial goals.

Benefits of Private Banking

Worry less and achieve more when you work with professionals who understand your goals and can help you reach them. We know how valuable your time is, that’s why we manage all your affairs remotely and only meet when needed. Here are some benefits of Private Banking.

Experienced TD Specialists

Our Private Bankers can connect you with other TD Specialists to help you plan for a lifetime of financial 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.

We will help you achieve your vision of success through:

Building your net worth - we know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you achieve that vision.

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

Anchored in a deep understanding of you

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.

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