Jay Taneja - TD Financial Planner in Ajax, ON is a dedicated financial planner with TD Wealth Financial Planning, committed to providing clients with fully integrated financial plans that balance current financial circumstances with future goals. With a focus on building net worth, implementing tax-efficient strategies, protecting assets, and planning for wealth transfer, Jay guides clients through various financial milestones such as retirement planning and business ventures.
Jay Taneja takes the time to understand clients' objectives and motivations, offering services in English, Hindi, Urdu, Punjabi, and Gujarati. By focusing on reducing tax burdens, exploring income splitting strategies, and ensuring estate planning, Jay helps clients create personalized financial plans that evolve with their changing needs and goals. Through a personalized approach, Jay aims to help clients achieve financial security and peace of mind for the future.
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