Nishaa Agarwal
Wealth Advisor
CIWM
PFP®
FCSI®
Working together to help you achieve what truly matters to you
Phone
Office Location
As a Wealth Advisor with TD Wealth Private Wealth Management, I have spent the past 20 years as a knowledgeable resource for a select group of affluent clients and their families. At TD Wealth, we understand making decisions that affect your life is a deeply personal experience. We also appreciate the key role that growing and preserving your wealth plays in helping you enjoy the life you want to lead. This is why we take a unique approach to understanding you, your family, and your values.
Discovering what drives you can drive more in-depth wealth advice.
Our distinct discovery process incorporates behavioural finance theory, enabling me to uncover the values behind your goals, identify your priorities and potential blind spots, then create a wealth strategy that's as unique as you are.
Working with a dedicated TD Wealth relationship manager, you'll be connected to a core team of TD specialists with experience ranging from investment advice, estate and trust planning and philanthropy, to business succession and tax planning.
Whether your focus is on building for the future, planning for retirement or leaving a meaningful legacy, i look forward to having the opportunity to meet with you to discuss how we can help you discover and achieve what truly matters to you.
In my personal time I enjoy travelling to new destination to explore their rich cultural offerings such as food, wine, and history. Causes important to me include the protection of our wildlife and our environment.
I look forward to connecting with you and sharing our stories.
Certificates
CIWM
PFP®
FCSI®
Languages
English
Our Process
Your wealth management experience
Initial Discovery
Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
Personalized Strategies
Get holistic wealth management strategies tailored to your goals with exceptional investment management expertise.
Our People
You
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Portfolio Management
Investment Advice
Private Banking
Estate and Trust Services
Wealth Advisory Services
Direct Investing
Small Business Banking
Commercial Banking
Capital Market Services
Helping achieve what truly matters to you and your family.
Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.
Our Services
Retirement Planning
Will and Estate Planning
Investment Planning
Transfer of Wealth
Our Clients
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
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.
The 2022 MoneyTalk tax checklist
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The 2022 MoneyTalk tax checklist
While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.
Money Talk
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Money Talk
Cut out the noise.
Hear what matters.
Watch our top story now
Federal Budget 2023: What you need to know
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Federal Budget 2023: What you need to know
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Want to become your own boss? Here’s a self-employment starter kit
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Want to become your own boss? Here’s a self-employment starter kit
After spending several years building your career and experience, you may feel the urge to finally strike out on your own and become your own boss. To ensure you're prepared for the transition to self-employment, Pierre Letourneau, Business Succession Advisor, TD Wealth, joins Kim Parlee to discuss what to keep in mind when it comes to money management, taxes and saving for retirement.
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Monthly Perspectives: Institution Evolution
If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.
Bank of Canada hikes rates, signals more to come in fight against inflation
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Bank of Canada hikes rates, signals more to come in fight against inflation
The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.