Agnes Krause, Investment Advisor,Waterloo, ON

Phone

Office

Office Location

412 Albert Street Waterloo, ON N2L 3V3. map

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®

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.

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.

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Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning

What We Do

What to expect when working with us

Understanding & Confirmation

We take the time to listen to your story - making note of what matters most to you.

We summarize our understanding of your financial priorities and needs to make sure you're in agreement.

Determine & Present Solutions

We will guide you through several strategy sessions - each designed to dive into the details of a specific priority.

We rely on the depth of each planning session to help ensure our proposed solutions align what you have with what you want to do.

Implementation & Ongoing Review

We do the heavy lifting - liaising with your other professional advisors to help ensure seamless execution in each area of your financial plan.

We monitor the progress of your strategy and adjust it to keep pace with any changes in your life.

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.

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Retirees / Pre-retirees

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

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.

Let's Connect

Your Goals, Our Priorities

Our Services

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.