Krystle Ho

Krystle Ho

Senior Financial Planner

CIM®

CFP®

Working together to achieve the financial goals that matter to you most

Phone

Office

(905) 428-2317

Office Location

1790 Liverpool Rd Pickering, ON L1V1V9. map

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I have been working in the financial services industry since 2010 with a focus on fostering strong client relationships and helping customers achieve their personal financial goals.

I hold an Honours Bachelor of Arts in Criminology and Psychology from York University.  I also hold the CERTIFIED FINANCIAL PLANNER® certification offered by the Financial Planning Standards Council as well as the Chartered Investment Manager (CIM®) designation offered by the Canadian Securities Institute.  

I look forward to working with you.

Certificates

CIM®

CFP®

Languages

English

Education

B.A. (Hons)

Community Involvement

Brave TO, Scarborough and Rouge Hospital

TD Wealth Financial Planning

Your priorities are important to us. We can work together towards your goals, and can help with:

Tax Planning

Work with us to assess and recommend strategies that can help to reduce your tax burden, and:

  1. Reduce your taxable income during your lifetime or upon passing away
  2. Explore income splitting strategies
  3. Take advantage of tax deductions and credits available to you

Retirement Planning

We can offer strategies to help you become retirement-ready by discussing questions like:

  1. How much income is needed for the retirement you aspire to?
  2. How can you save enough to fund your retirement?
  3. How can you reduce taxes during retirement?
  4. When should you start taking your government benefits?

Estate Planning

Estate planning helps ensure your wishes are carried out and is an effective way to benefit your heirs.

  1. Ensure you have an up-to-date Will and Power of Attorney
  2. Consider using executor services like a corporate executor or Power of Attorney for Property
  3. Transfer your wealth and help avoid any unintended consequences

The goals and dreams you and your family share for your work and career, well-being, home, lifestyle and legacy.

Over time, you may find that your needs and goals change. TD Wealth Financial Planning has the expertise to help you stay on track. As we continue to meet with you, we’ll introduce new strategies to adapt your financial plan to those changes. We look forward to developing a relationship with you in order to understand your goals and aspirations and design a plan that continues to meet your current needs and future goals.

A Powerful Combination Of Experience And Resources

Supporting you is a team of professionals, specializing in economic analysis, taxes, and law. TD Wealth Financial Planning is the link between you and these valuable resources. This means your financial planning needs can be coordinated through one trusted individual.

Steve & Lee-Ann – Creating a personalized plan to retire early

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Steve and Lee-Ann know that the path to retirement has many twists and turns. They found that having the right TD Wealth advisor to help answer their questions, even the ones they didn't know to ask, can help uncover new possibilities. Find out how personalized retirement planning helped this couple retire earlier and make up for lost time.

Your Unique Goals

Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

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