9 Things You Didn't Know About Retirement
Here are important financial, health and social facts about retirement to get you planning for the next adventure in your life.
With over thirty years of financial services experience, Tim Houck’s vast career has included, but not been limited to, business banking and investment advice. As a Wealth Advisor, Tim is actively focused on providing comprehensive financial management and solutions to high-net-worth individuals and their families. In addition, he provides advice to charitable and business organizations, and to clients with estate and trust needs.
Tim has demonstrated a commitment to continuous education by earning two professional designations during his tenure with TD Wealth - Certified Financial Planner (CFP) and Certified International Wealth Manager (CIWM).
Tim is an experienced Wealth professional who will work with you to help you progress towards achieving your financial goals.
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MBA, Dalhousie University
The distinct discovery process we use will take you through some behaviour questions and how you really make decisions. And when it's all done, a diagnostic using behavioural finance will take all that information, how we can work best with you and what the next steps are in creating your wealth strategy - prioritized by what matters to you. A wealth strategy which manages the important things like your retirement, your kid's education, your family cottage - not just your money.
Armed with a deep understanding of your priorities and values, we'll work with a core team of specialists to help you achieve your goals. And, as your needs evolve, your wealth strategy will evolve with you. We take our relationship with you seriously – that means we'll be in touch with you on an ongoing basis so we can provide you with the information you need for a successful financial future. And when you need advice, we'll be there with a breadth of knowledge and expertise, along with the personalized attention you deserve.
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
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