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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
Kyle began his career with TD in 2008 and joined TD Wealth Private Investment Advice in 2015. He holds a Bachelor of Business Administration degree majoring in Finance which he completed with honours. He also holds the industry recognized Chartered Investment Manger (CIM) designation. Kyle has a deep interest in investment management and enjoys helping clients achieve their goals.
Kyle was born and raised in Edmonton where he is firmly rooted with his family, community and friends. Outside of work, Kyle’s favourite getaway is heading to the mountains with his wife Jenna and son Hudson.
He maintains an active lifestyle that includes skiing, golfing, hockey, softball and flag football.
Angie is a client service associate and works closely with Alyssa and Kyle towards the team’s goal of delivering an exceptional client experience. She joined TD in 2003 and has held various roles in retail banking prior to joining TD Wealth, where she focuses on helping to support our clients.
Outside of work, Angie can often be found in the mountains – hiking, biking and walking keep her sense of adventure going all year round.
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
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.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
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