Agnes Krause
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We manage your wealth with discipline and dedication.
We are a team of wealth professionals dedicated to helping you make the most of your personal wealth.
Our disciplined, process driven approach to wealth management is based on years of experience working with clients in wide-ranging wealth and lifestyle circumstances. Our goal is to simplify the complex, and help clients make sense of their financial lives.
We believe the surest path to success is the one we take together - a journey focused on your values and striving toward your ideal financial future. We use a proven approach including uncovering your unique wealth personality, creating a disciplined investment strategy and completing your customized wealth plan.
We are detail-oriented and laser-focused on making sure every aspect of our wealth strategy is appropriate now, and in the future as your needs evolve over time. We recognize that growing and protecting your wealth is the cornerstone of your lifestyle and everything we do is based on you and your needs. We're determined to build a long-term relationship with you - one which emphasizes trust, honesty and clear communication.
Certificates
B.Comm. (Hons)
CIM®
We know how important it is to build your wealth so you can enjoy life's priorities and achieve your vision for the future. Working together we can develop strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you make your vision a reality.
Implementing Tax-efficient Strategies
You've worked hard to accumulate your wealth and we want to help you make the most of it. Working closely with you and your tax advisors, we will create an integrated wealth strategy that will structure your investment portfolio to help reduce tax exposure and keep income available as and when you need it.
Protecting what matters
Life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a TD specialist in trusts, estates and other risk mitigation products, we have the expertise to create a comprehensive plan that's right for you.
Leaving a Legacy
You are the architect of your legacy and we can help you with the blueprint. We will collaborate with you and TD Specialists to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal is to help you optimize the transfer of your wealth.
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
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.
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.
Tailored Solutions
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.
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Money Talk
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Money Talk
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Gearing up for 2024: Tax and rule changes coming in the new year
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Gearing up for 2024: Tax and rule changes coming in the new year
As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
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Federal Budget 2023: What you need to know
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Federal Budget 2023: What you need to know
Ottawa released its 2023 federal budget aimed at building on Canada's green energy transition while addressing cost-of-living concerns. Greg Bonnell speaks with Derek Burleton, Deputy Chief Economist at TD, about the government's effort to balance spending demand with fiscal restraint.
TD Economics
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TD Economics
The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
Monthly Perspectives: The Perfect Gift
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Monthly Perspectives: The Perfect Gift
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Michael Craig on key investing themes to watch in 2024
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Michael Craig on key investing themes to watch in 2024
As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
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