Cheryl is an Investment Advisor and Certified Financial Planner professional running her own practice with TD Wealth. She provides a full-suite of wealth management services to her clients, including investment, tax, risk, estate and wealth planning. Cheryl is passionate about helping and educating her clients. She is dedicated to providing exceptional client experiences and innovative financial strategies to help them reach their goals. This and full transparency are the foundations of her business.
Cheryl has been providing her clients with innovative wealth management solutions for 10 years. Her clients include women that are professionals, entrepreneurs and women going through “life changes”, that require specialized financial planning and solutions.
Cheryl holds the CFP® professional designation and holds a Bachelor of Commerce from Ryerson University with a major in economics and a minor in finance. In addition to this she also holds a Master’s in Theology degree.
Cheryl has spent her life working and volunteering with different charitable organizations across Canada. In her spare time she enjoys being active playing sports and also loves to cook.
Tell us about your business
I provide “one stop shopping” for financial advice and services. This saves you time and allows you to focus on what is most important to you. I will help you control what you can, protect you from what you can’t, and make sure you feel in control.
This begins with understanding you, your concerns, where you are now and where you want to be. I will work with you to resolve your concerns, identify “financial gaps” you may have not known existed and provide strategic solutions.
Services provided include but are not limited to:
Business Succession Planning
Don’t see your need on the list or have a concern then just ask! Chances are I can help you and if I cannot I will bring in an expert from my team that will.
What is your inspiration?
My passion is to serve so that you have peace of mind knowing:
You are protected against financial harm.
You have a trusted source of advice.
You can reach goals.
Your interests will always come first.
How are you hoping to connect with conference attendees?
I hope to have transparent, personal and fun conversations with attendees
Running your business can be an overwhelming experience that can lead to inertia. Combat this by breaking down your plan into small executable steps. Know your end goal but focus on the actions required to make it a reality and do everything with intention.
Do you have a special offer or incentive for conference attendees that you would like us to share?
Complimentary “Growth Plan” workbook & consultation designed to provide clarity on long term goals (business and in life). It will also assist you preparing a prioritized action plan to move you towards achieving your goals.