Dex Dunford - TD Financial Planner
Dex Dunford is a CFP® and QAFP™ financial planner with TD Wealth who provides integrated financial planning including tax-efficient strategies, retirement planning, and estate planning services. The practice focuses on building net worth, implementing tax strategies, protecting a
- Emphasis on tax & financial planning
- Caregivers speak French
Strong fit for tax & financial planning.
Dex Dunford is a CFP® and QAFP™ financial planner with TD Wealth who provides integrated financial planning including tax-efficient strategies, retirement planning, and estate planning services. The practice focuses on building net worth, implementing tax strategies, protecting assets, and helping clients transfer wealth effectively.
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What they're known for.
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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 Okotoks families.
Okotoks, AB
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