Financial planning is an ongoing process. Your plan should be considered a “living document,” which means you need to continually edit and update it to reflect life changes and your standard of living. Even a minor change in cash flow, investment returns, risk management, retirement age, or government regulations can impact your ability to meet […]
About Valerie Pippy
A Senior Vice President with T.E. Wealth, Valerie works with clients from St. John’s to Victoria and is based largely out of the Toronto office. She provides customized financial, estate, investment and tax planning, ensuring that the needs of her clients always drive the plans she creates and implements with discipline.
Having worked with many clients from their mid-career through to retirement, Valerie builds trusted, long-term relationships, helping clients establish tax-efficient family foundations as part of her comprehensive estate planning service.
Valerie began her financial planning career in 1983 and joined T.E. Wealth in 1989. She has since grown her client base significantly, and acted as project lead in developing the firm’s proprietary financial planning software.
Valerie holds the Chartered Financial Planner (CFP) and Registered Financial Planner (RFP) designations. She and her family actively support several non-profit organizations, with a particular focus on raising money for Habitat for Humanity and buying Daisy reading machines for CNIB.
Entries by Valerie Pippy
- With endless possibilities now open to travellers, the world has become accessible in ways that were once unimagina… https://t.co/bbIm7qqYDJ 1 year ago
- RT @hectaaron: I give a "Financial Facelift" to a real couple.. Online now and in the Saturday Globe & Mail this weekend... https://t.co/OLMGz6QAH8 1 year ago
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