Member

Grace Mann

Dunnville

TD Wealth

Verified Badge
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Grace Mann

Member Bio

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As a Financial Planner with TD Wealth, I bring over 15 years of financial planning experience and am committed to helping clients build a clear, confident path forward, balancing life today with achieving long-term financial goals. Guided by a strong code of ethics, I place my clients’ best interest at the center of every recommendation and relationship. I take the time to understand not only your financial situation, but also your goals, priorities and motivations. Whether you are planning for retirement, growing your wealth, or navigating a major life transition such as a starting a business or winding one down, I provide thoughtful advice and structured guidance every step of the way.

Specializations

Financial Planning
Portfolio Management

Designation(s)

CFP (Canada)

Compensation Models

Banking Commission
Fee based (AUM)

Professional Associations

No items found.

Education

University

Assets Under Management

Practice Size

1

Investment License

Securities

Provinces Licensed (Investment)

Ontario
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