The financial industry can be an emotional roller coaster, and with so many options, it is hard to know who to rely on to help guide you through all your choices.  As an experienced financial advisor, my passion is helping motivated individuals in Newmarket, Aurora and Bradford prepare their long-term and personalized financial plans that will help them navigate through their options, while ensuring they reach their goals.

With my 18 years of financial industry experience, and a team of specialists available at my fingertips, I am able to help ensure that you will receive high quality, realistic advice that addresses all areas of your financial life, not just the investments.  I specialize in identifying “tax smart” investment and retirement income strategies that will make sure you will have enough money to live a comfortable retirement.  I am able to provide a wide variety of 3rd party financial solutions depending on what is right for you.

Some topics that we will address:

  • Retirement Planning
  • Balancing Investment Risk and Returns
    Estate Planning
  • Investment Management 
  • Business Succession Planning
  • Tax Strategies
  • Charitable Giving
  • Education Funding
…and more!

My team and I operate our practice based on providing our clients with superior customer service. We work with you to assemble a personalized financial plan that will meet your unique needs and goals over the long-term.

I am available to meet with you at your convenience, including weekend and evening appointments. Contact me today and start planning for your future.

Jocelyn Willoughby, TD Wealth Private Investment Advice
Investment Advisor and Certified Retirement Specialist
“Because You Deserve More Than Just Investment Advice “

Categories: Financial Management

33 Collier Street West
Barrie, ON L4M 1G5 

Website

289-470-1099 (Main)


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