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Agnes Krause
Senior Investment Advisor
- B.Comm. (Hons)
- CIM®
Wealth management that evolves as your needs, priorities and circumstances change over time
412 Albert Street Waterloo, ON N2L 3V3Map
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.
Building Net Worth
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.Krause Wealth Management is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
ADDITIONAL CONTACT
Branch Office: (519) 725-1214
Branch Fax: (519) 725-5806
Getting to know the full picture
The distinct discovery process we use will take you through some behaviour questions and how you really make decisions. And when it's all done, a diagnostic using behavioural finance will take all that information, how we can work best with you and what the next steps are in creating your wealth strategy - prioritized by what matters to you. A wealth strategy which manages the important things like your retirement, your kid's education, your family cottage - not just your money.
Armed with a deep understanding of your priorities and values, we'll work with a core team of specialists to help you achieve your goals. And, as your needs evolve, your wealth strategy will evolve with you. We take our relationship with you seriously – that means we'll be in touch with you on an ongoing basis so we can provide you with the information you need for a successful financial future. And when you need advice, we'll be there with a breadth of knowledge and expertise, along with the personalized attention you deserve.
Wealth Considerations
Retirement Planning
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
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