Marzeena Etkins
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As a Senior Private Banker my primary focus is to listen intently to understand the diverse needs of my high net worth families. I pay close attention to detail when engaged in conversation and interaction. I believe this strategy plays a vital role in bringing forth the appropriate banking solutions as well as TD specialists to the forefront. In collaboration with TD specialists, my value proposition is executing client needs with accuracy and efficiency to save you time, enhance your wealth and assist with planning your legacy. I have the pleasure of working with a dynamic team of Wealth Advisors, Investment Money Managers, Estate & Trust Professionals and Tax Planning Specialists for you personally as well as your business. Together we understand the importance of protecting what matters to you by preparing for every possibility at various life stages. I started my career with TD in 2002 and joined the Wealth division in 2010. Throughout my years in the financial service industry I've gained knowledge and expertise in relationship building, innovative banking, complex credit solutions and diversified investment needs. I've completed my Canadian Securities Course (CSC) & currently enrolled to complete my Personal Financial Planning (PFP) designation. I take pride in the relationships I've built over the years. I believe that establishing a strong connection serves as the foundation for building trust & confidence in a healthy financial relationship.
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Dedicated To Helping You Achieve Your Vision Of Success
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.
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