Craig Toms - TD Wealth Private Investment Advice
Craig Toms is a Senior Portfolio Manager and Senior Investment Advisor with TD Wealth Private Investment Advice offering personalized wealth management strategies focused on retirement, education, and family priorities. He provides a complimentary discovery session using behaviou
- Emphasis on tax & financial planning
- Free initial consultation
Strong fit for tax & financial planning.
Craig Toms is a Senior Portfolio Manager and Senior Investment Advisor with TD Wealth Private Investment Advice offering personalized wealth management strategies focused on retirement, education, and family priorities. He provides a complimentary discovery session using behavioural finance theory to understand clients' values and risk tolerance.
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A calmer first step.
Brief phone conversation
Share what is happening, who needs care, and whether the need is urgent or exploratory.
Care needs and schedule review
Discuss mobility, memory, safety, meals, personal care, household help, and preferred visit times.
Caregiver matching
The team looks for fit based on care level, personality, language preferences, and comfort.
Start small, adjust as needed
Many families begin with shorter visits, then adjust the plan as the senior becomes comfortable.
Serving Stony Plain families.
Stony Plain, AB
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| Craig Toms - TD Wealth Private Investment Advice · this provider | — | — | Tax & Financial Planning |
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