Todd Hann, Portfolio Manager, Halifax, NS, TD Wealth

Todd Hann

 

CFP, FMA

Associate Portfolio Manager

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1791 Barrington Street, Suite 503, Halifax, NS B3J 3K9

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Phone

902-420-2445

OFFICE

800-563-1581

TOLL FREE

902-496-8611

BRANCH


With over 20 years of financial experience, including business banking and investment advice, Todd provides comprehensive financial solutions for high net worth individuals, families, estates and trusts, charitable and business organizations.

Todd has demonstrated a commitment to education by achieving the professional designations including; Certified Financial Planner, Chartered Investment Manager, and Financial Management Advisor.

Todd will work with you to help you progress towards achieving the goals you and your family share for your career, well-being, home and legacy.

Investment & Wealth Management Strategies

At TD Wealth Private Investment Counsel, we offer you a complete range of investment and wealth management services. We recognize that financial needs vary throughout your life and that your personal goals evolve over time. We’re here to help you take care of all your wealth considerations so that you and your family can enjoy peace of mind during any of life’s transitions.

To learn more about investment and wealth management strategies, click on any of the wealth considerations below or contact us for more details.
Investment StrategiesBanking and Credit ManagementRetirement PlanningProtecting Your AssetsProtecting Your IncomeTax ManagementPassing On Your WealthEducation FundingBusiness Succession PlanningPlanning for Major PurchasesCharitable GivingCircle of Wealth Considerations

Investment Strategies

Strategies and Solutions to Grow Assets Based on Your Objectives, Risk Tolerance and Constraints

Market Commentary

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Videos and Webcasts

Get the latest information and insights on a broad range of wealth management topics from TD Wealth experts.

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U.S. Election: Should Canadians fear U.S. protectionist talk?
June 21, 2016(9 minutes)
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June 29, 2016(12 minutes)
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July 13, 2016( minutes)
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July 14, 2016(12 minutes)
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July 21, 2016(13 minutes)
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The Great Debate: Active vs. Passive Investing
July 29, 2016(23 Minutes)
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July 28, 2016(8 minutes)
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Derek Burleton
Post-Brexit UK Rate Cut:  What you need to know
August 4, 2016(4 minutes)
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August 18, 2016(13 minutes)
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Aug. 19, 2016(7 minutes)
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Other TD Specialists

As a complement to our team expertise, you could also benefit from the insights of other TD specialists.

Annie Boivin

Business Succession Planner

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Noreen Macpherson

Will & Estate Planner

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Michael Josey

Estate Planning Advisor

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Suzanne Coggins

High Net Worth Planner

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Ben Kuehn

Private Client Service Associate

902-420-8048

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    Ben Kuehn  - Halifax, NS

    Ben Kuehn

    Private Client Service Associate

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    1791 Barrington Street, Suite 503, Halifax, NS B3J 3K9

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    Annie Boivin  - Halifax, NS

    Annie Boivin

    Business Succession Planner

    Annie is a tax and estate planning specialist with over 25 years of experience. She is focused on delivering integrated solutions to help individuals and business owners implement effective tax, estate and succession plans.

    Annie is a columnist in “Affaires Plus”, “Finance & Investissement” and co-author of a book entitled “Ma retraite”. She is often commenting on tax, estate and financial planning strategies with the media.

    Annie is a board member of the Institut québécois de la planification financière (IQPF) and a member of the Society of Trusts and Estate Practitioners (STEP), the Canadian Tax Foundation, the Conference for Advanced Life Underwriting (CALU) and l’Association de planification financière et fiscale (APFF). Annie holds a bachelor’sdegree in finance from Université du Québec à Montréal (UQAM), a graduate degree in tax from University of Sherbrooke and the Financial Planner designation from IQPF.

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    Noreen Macpherson  - Halifax, NS

    Noreen Macpherson

    Will & Estate Planner

    Noreen is a member of the Wealth Advisory Services Team and is actively focused on providing estate planning to affluent individuals and families. She uses the many resources and the expertise with TD Wealth to help provide clients with a high level of comfort.

    Noreen holds a law degree from the University of New Brunswick, and was admitted to the Nova Scotia Bar in 1987.  She has 18 years of experience as a Will and Estate Planning Specialist. Noreen is also a member of the Canadian Bar Association, the Society of Trust and Estate Practitioners, and the Halifax Estate Planning Council.

    Noreen recently obtained a Certificate in Retirement Strategy through the Canadian Securities Institute.  Noreen is an experienced Will and Estate professional, and will work with you every step of the way to help you progress towards achieving the goals and dreams that you and your family share.

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    Michael Josey  - Halifax, NS

    Michael Josey

    Estate Planning Advisor

    Michael's career in the insurance industry has spanned over 20 years. He joined TD Wealth in 2010 to work with advisors and their clients to develop and deliver advanced estate planning and insurance strategies.

    Prior to joining TD, Michael was Director of Sales for Atlantic Canada for a life insurance company. Before that, he had a successful financial planning practice for 14 years. Michael has a Batchelor of Commerce degree from St Mary's University in Halifax. He is also a Certified Financial Planner (CFP) as set by the Financial Planners Standards Council. In addition, he has his Canadian Investment Manager (CIM) designation from the Canadian Securities Institute.

    Michael is an experienced wealth planning profession, and will work with you to help you progress towards achieving the goals and dreams you and your family share for work and career, well-being, home, lifestyle and legacy.

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    Suzanne Coggins  - Halifax, NS

    Suzanne Coggins

    High Net Worth Planner

    Suzanne provides advanced financial, tax, estate and business succession planning assistance to owner/managers and high-net-worth families. She creates integrated and customized wealth plans to help clients identify and reach specific goals. 

    Prior to joining TD, Suzanne practiced tax with an international firm in Halifax where she specialized in Canadian tax compliance and planning and U.S. tax compliance. Suzanne holds a Commerce degree from Saint Mary’s University and her Chartered Accountant designation. She has completed the Canadian Institute of Chartered Accountants two-year In-Depth Tax course, the Income Tax Practice course and the Advanced Tax Issues for the Owner-Managed Business course and is a member of the New Brunswick Institute of Chartered Accountants.

    Suzanne is a wealth planning professional, who will work with you every step of the way to help you progress towards achieving the goals and dreams you and your family share for your work and career, well-being, home, lifestyle and legacy

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