Kari Wolfenson
Senior Investment Advisor
B.A.
CFP®
CIM®
Helping you live the life you imagined.
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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
United Way
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
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