About Us

Who We Are

We are financial planning advisers with over 30 years of experience, a strong record, and recognition in Canada for delivering sound financial advice. Our firm provides fee-only financial advice that is never influenced or motivated by commissions or other incentives. We believe that investing our time and effort into our clients is the best way to ensure their long-term success and a beneficial relationship with their financial planner.

Our mission is to ensure that all of our clients reach their financial goals as planned.

Our Founder

TAD Financial Services was built to help guide people through uncharted financial territory with a focus on transitional life events.

TERENCE A. DOOLEY

CEO – CPA, CA, CFP, CDFA (RETIRED)

Early in his career, Terry achieved his Chartered Accountant designation and moved progressively through the ranks to assume engagement partner and office managing partner responsibilities with a large national/international firm. In 1992 Terry and three others founded MDP LLP – one of Canada’s leading accounting firms – to provide a more personalized and holistic approach to their clients needs.

Terry’s years of experience coupled with his designations provide him with the tools to assist clients with the financial impact of transitional events in their business and personal lives. Terry is now retired but is still happy to lend his expertise.

Why Choose TAD Financial Services

At TAD Financial Services, we believe in building strong relationships with our clients and ensuring their financial success, both in the short and long-term.

We help you to identify your short and long-term financial goals and we tailor our services to your needs. We manage each client account separately, to be as unique as you are.

We are independent and, therefore, able to serve you better. We have no products or recommendations imposed on us from a parent company or by others.
Our team consists of seasoned financial experts who dedicate long hours to research. We help our clients to sound financial advice and successful planning that achieves their needs and goals.

Through financial planning, we help our clients to develop a roadmap (a plan) for the future. Through sound portfolio management, we then implement the plan. Your success is our success! We are always available when you have questions or when you have problems for which you need solutions. Client service is our strong point.  We are fiduciaries – we always act in your best interest. Our goal is to meet our client’s needs and to be accessible, thorough and personal. We are responsive – we listen, we care!

We are tax-smart. We hold respected designations. We help our clients structure their finances to minimize taxes and to reduce tax complexity. We will introduce our clients to other professionals, as necessary, when other tax planning opportunities may be available (family trusts, estate planning, investment holding companies, etc.) Tax considerations are integrated with each decision.

We are fee for service only – we receive no commissions, no referral fees, and no trailer fees. Our advice is not tainted by any commission bias. Because we are not selling any products on a commission basis, you can rest assured that our financial advice is objective and is based solely on what is most appropriate for you.

Testimonials

Here’s what our clients had to say about our services:

My husband and I are both entrepreneurs. We have had a few negative experiences with financial advisors (bad advice), so we were a little nervous. We were both incredibly impressed with TAD’s professionalism, accessibility, and advice. We now know we have a solid plan for moving forward with our financial planning. We will be happy to refer TAD to family, friends, and clients.

We recommend TAD as a professional yet friendly advisory firm. They have helped us in both our personal and business lives by anticipating our needs and planning for long-term financial success. With their knowledge and expertise they have delivered comfort and peace of mind, allowing us to focus on what we know best.

As we transitioned into different entities and stages of life, Terry has investigated, explained and projected every financial and tax implication. He and his colleagues are easily accessible and their day-to-day service is more than timely. They have always exceeded our expectations and we recommend TAD highly.