Dexter de la Cruz

Dexter de la Cruz

Senior Investment Advisor

BA

CFP®

Your vision of success will be central to how we will work together

Phone

Office

(780) 408-6069

Office Location

10088 - 102 Avenue NW Suite 2400 Edmonton, AB T5J 2Z1. map

My career in the finance industry began over 20 years ago when I joined TD. I became a Financial Planner with TD Wealth Financial Planning, a role which provided the stepping stones for my success today.  My goal as an Investment Advisor is to provide long term financial solutions to your individual needs.  

I understand you have a vision for your life, your family, your business, and your legacy. I provide customized financial solutions tailored to your vision and your values. Through the comprehensive discovery of your needs I identify priorities for your specific financial framework. To help you achieve your unique objectives, I take an integrated approach, bringing in other TD specialists as required to develop a custom wealth strategy. We assemble as a team in developing the solutions you require, such as: retirement income planning, tax mitigation strategies, business succession advice, estate and trust services, asset protection strategies, cash flow management, philanthropic planning, wealth transition and other financial services.

I am dedicated to constructing your portfolio, implementing, monitoring, and updating your financial plan, and laying a foundation for your financial security and success.

Contact me today and I will review your existing wealth management plan or customize a plan to help you meet your current and future goals.

Certificates

BA

CFP®

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

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

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

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

Putting finances into perspective

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

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

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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