Alyssa Krahn is a community-oriented, seasoned Investment Advisor with TD Wealth Private Investment Advice. She lives in Sherwood Park with her partner Spencer and their young family. Alyssa has strong ties to her community with many of her clients also living in Sherwood Park.
Alyssa is passionate about the importance of having a plan and weaves this into her deep discovery process of learning all about her clients' families, lifestyle, goals, and the values that influence their decision-making. But it doesn't end with a plan on paper – Alyssa collaborates with a team of TD Wealth Specialists to bring each client's unique plan to life. This often includes specialized tax, insurance and estate planning concerns, each so important to the legacies her clients want to leave for their loved ones. She has an additional focus on educating single women to ensure they're aware of their financial options and strategically grow their wealth, using a disciplined approach.
She firmly believes that having a plan in place empowers her clients to feel confident in their ability to achieve the future they envision. She finds that retirement planning tends to be top of mind for many of her clients. She has a major focus on helping them transition from a wealth accumulation phase to creating a monthly income stream to fund the retirement lifestyle they desire. She truly cares about being there for her clients through all of life's stages and challenges. She is openly transparent in her communications with clients.
Alyssa holds a Bachelor of Business Administration degree with a major in Finance, along with the industry-recognized designations of Certified Financial Planner (CFP) and Chartered Investment Manager (CIM). She is also licensed as a Life Insurance Advisor with TD Wealth Insurance Services. She is committed to professional development and is working towards becoming a Portfolio Manager to further enhance the value she can provide for her clients