Anne Dunbar, TD Financial Planner in Strathroy, ON, focuses on providing integrated financial plans that balance current financial circumstances with future goals. She takes the time to understand clients' objectives and motivations, offering guidance on various financial aspects.
As a Senior Financial Planner, Anne specializes in building net worth, implementing tax-efficient strategies, protecting assets, and planning for wealth transfer. She works closely with clients to identify investment solutions tailored to their evolving needs.
Anne Dunbar's expertise lies in tax planning, retirement planning, and estate planning, helping clients reduce tax burdens, prepare for retirement, and ensure their wealth is effectively transferred. She aims to build lasting relationships with clients to adapt financial plans to changing needs and goals over time.
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