Sumair Qureshi, a Financial Planner in London, ON, offers comprehensive financial planning services through TD Wealth. As an Associate Planner at TD Wealth Financial Planning, Sumair is dedicated to creating fully integrated financial plans that strike a balance between present-day living and future aspirations. Taking a personalized approach, Sumair delves into understanding not only the current financial situation of clients but also their underlying goals and motivations.
Specializing in four key areas, Sumair focuses on assisting clients in building net worth by identifying tailored investment solutions, implementing tax-efficient strategies to minimize tax exposure, safeguarding assets with specialized TD expertise, and developing legacy plans for effective wealth transfer. Whether clients are preparing for retirement or embarking on new business ventures, Sumair is committed to guiding them through each step of their financial journey.
Through a collaborative consultation process, Sumair and the TD Wealth team engage in balanced discovery conversations to grasp clients' financial needs, priorities, and goals. By connecting clients with a team of TD specialists with expertise in various areas like investment, estate planning, and tax strategies, Sumair ensures that each financial plan is uniquely tailored to meet evolving needs and aspirations.
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