Kari Wolfenson
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A seasoned investment advisor with a robust background in the financial industry. With extensive experience in retail banking, business banking, and financial planning, she brings a unique blend of skills to the table. Kari is dedicated to a client-focused approach, tailoring her strategies to meet individual needs. Her expertise lies in creating holistic wealth strategies, ensuring a comprehensive and personalized approach to financial success. With a commitment to excellence, she navigates the complexities of the financial landscape to empower clients on their journey to financial well-being.
At the heart of our female-led wealth management practice is an unwavering commitment to your financial journey. Experience personalized, four-pillar planning and investment management that goes beyond numbers. With diversity and inclusion as our foundation, we not only manage wealth but empower it—nurturing a future where everyone's financial success is not just a goal but a shared reality.
Wolfenson Family Wealth is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Certificates
B.A.
CFP®
CIM®
Education
Bachelor of Arts - University of Manitoba
Community Involvement
CancerCare Manitoba
Helping achieve what truly matters to you and your family.
Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.
What We Do
Personalized Strategies
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
Market Commentary
Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.
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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Money Talk
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Money Talk
Cut out the noise.
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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
Read the latest from our Wealth Investment Office
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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Federal Budget 2024: How proposed new taxes and spending could impact the economy
Article
Federal Budget 2024: How proposed new taxes and spending could impact the economy
The federal government has released its 2024 budget with a focus on new taxes, increased spending and housing affordability. Derek Burleton, Vice President and Deputy Chief Economist at TD, speaks with Greg Bonnell about the economic implications.
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