Kim Patten - TD Financial Planner
Kim Patten is a Senior Financial Planner (CFP®, QAFP™) at TD Wealth with experience since 2010, offering tax planning, retirement planning, and estate planning services. The practice helps clients with strategies to reduce taxes, ensure updated wills and powers of attorney, and t
- Emphasis on tax & financial planning
Strong fit for tax & financial planning.
Kim Patten is a Senior Financial Planner (CFP®, QAFP™) at TD Wealth with experience since 2010, offering tax planning, retirement planning, and estate planning services. The practice helps clients with strategies to reduce taxes, ensure updated wills and powers of attorney, and transfer wealth effectively to heirs.
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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 Beaumont families.
Beaumont, AB
Compare with similar Beaumont providers.
| Provider | Reviews | Rating | Best for |
|---|---|---|---|
| Kim Patten - TD Financial Planner · this provider | 2 | 5.0 | Tax & Financial Planning |
| Jaswal Law | 104 | 4.9 | Wills & Estates |
| Retire Ready | 29 | 5.0 | Tax & Financial Planning |
| Brightview Financial Services Inc. | 3 | 5.0 | — |
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