Industry: Social Services
Organization: Anna Rita Courtney – TD Wealth Financial Advisor

Description:
While primarily a financial advisory service, Anna Rita Courtney’s role at TD Wealth also intersects meaningfully with the social services landscape through her commitment to financial wellness, especially for underserved communities. She offers personalized financial planning that empowers individuals and families to achieve long-term stability—an essential component of community wellbeing. Anna takes a human-centered approach, understanding each client’s background, values, and life goals. By promoting financial literacy, she helps clients navigate life transitions such as retirement, education funding, or life after divorce—often in collaboration with social service agencies. Her outreach includes financial education seminars and partnerships with local organizations, providing tools to historically marginalized groups. Anna also supports clients facing financial hardship by guiding them through practical, compassionate planning strategies. Her work uplifts not just individual financial health, but also strengthens community resilience.

Key Services:

– Personalized financial planning for individuals and families
– Financial literacy education and outreach
– Life transition planning (retirement, divorce, inheritance)
– Budgeting and cash flow guidance for low-to-moderate income clients
– Collaborative services with community and social organizations
– Strategies for achieving long-term financial stability
– Empowerment coaching for clients from underserved demographics