Kristi St Jean
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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 trusted person, your first point of contact as it relates to all of your banking needs. I understand how busy your life is and I am here to assist you in the financial aspect of your lives so you can focus on what matters to you.
When dealing with your growing wealth I understand you will require more sophisticated banking and credit solutions and I understand the value you place on responsive service and proactive advice.. I will directly assist you with complex and customized credit, and complex banking solutions. Together with you, we will look at your day to day banking requirements, current savings that are in place and help determine if this is enough to meet your goals. If it is determined some work is required to help you get to where you want to be, our team will work with you to design customized strategies for both your short- and long-term 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 almost 20 years in a variety of different positions and currently working toward the Personal Financial Planner designation. Most 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.
When I am not engaging with clients, I like to stay active, and have recently stated taking Pilates Classes. My partner Alan and i enjoy Saturday drives throughout the Niagara Region and visiting the various wineries, and fruit and vegetable stands along the way. Although maintaining a healthy lifestyle is a big priority in my life, you will often find me in the kitchen baking. I have a weakness for cakes with, lots of icing! We all need to indulge once in a while!
I look forward to working with you.
Languages
English
Jessica - Seeing new possibilities with the right financial advice
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.
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.
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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