Steven Zwack - TD Financial Planner
Steven Zwack is a CFP® Senior Financial Planner with TD Wealth in Leduc, Alberta, offering tax planning, retirement planning, estate planning, and investment strategies. He emphasizes a discovery-based approach to understanding client priorities and building personalized financia
- Emphasis on tax & financial planning
- Caregivers speak French
Strong fit for tax & financial planning.
Steven Zwack is a CFP® Senior Financial Planner with TD Wealth in Leduc, Alberta, offering tax planning, retirement planning, estate planning, and investment strategies. He emphasizes a discovery-based approach to understanding client priorities and building personalized financial plans.
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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 Leduc families.
Leduc, AB
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