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Timothy Kim
Financial Planner at TD Wealth Financial Planning
Timothy Kim is a Financial Planner at TD Wealth Financial Planning, where he specializes in helping clients manage their wealth and financial strategies. With a focus on personalized financial advice, Timothy assists Canadian residents in achieving their financial goals through comprehensive planning services that include tax, retirement, and estate planning.2
Professional Background
- Experience: Timothy has been involved in the financial services industry for several years, gaining extensive experience in wealth management and financial planning. His previous role was as a financial planning analyst at a boutique wealth management firm in New York City, where he worked with high-net-worth clients.1
- Education: He holds a Bachelor of Science degree in Finance and International Business from George Washington University. Additionally, he has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and maintains relevant licenses such as FINRA Series 7 and 66.1
Current Role at TD Wealth
In his current position at TD Wealth, Timothy focuses on creating tailored financial plans that align with the unique needs and aspirations of his clients. His work encompasses various aspects of financial planning, ensuring that clients are well-prepared for their future financial needs.2
Timothy's commitment to providing valuable guidance reflects his dedication to fostering strong client relationships and supporting them in navigating their financial journeys.