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Calgary

Branch

At TD Wealth, we understand that making decisions that will affect your life is a deeply personal experience. We also appreciate the key role that growing and preserving your wealth plays in helping you enjoy the life you want to lead. That's why we take a unique approach to understanding you, your family and your values. We look forward to working alongside you and your family to help you achieve your goals.

Dedicated to you and your needs

At TD Wealth, we believe in building long-lasting relationships that evolve as your needs change over time. Whether your needs are straightforward or complex, we're dedicated to delivering tailored, comprehensive, wealth management strategies, all with our personalized, client-focused service. 

Our unique approach to understanding you

The distinct discovery tool we use uses The 5 Factor Personality Model to identify your main personality traits which can impact your financial and investing decisions. It will take you through some behaviour questions so you can better know yourself and how you really make decisions. 

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When it's all done, a diagnostic using behavioural finance theory will take all that information and tell us how you often behave, how we can work best with you and what the next steps are in creating your 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.  

Committed to helping you achieve your vision of success

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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 innovative 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.

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You've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll 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.

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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 specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.

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You are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of your wealth.

AFFILIATED BRANCHES PCS Calgary

Careers

Invest in yourself - Become a member of the TD Wealth team

Invest in yourself - Become a member of the TD Wealth team

If you're passionate about sales, thrive in a high-energy environment and are driven by your own success, then a career at TD Wealth is definitely for you.

TD Wealth is one of Canada's premier full-service brokerage firms for clients who want to stay involved in all decisions about their investment portfolios. We offer clients the opportunity to establish a one-on-one relationship with a dedicated and professional advisors, while maintaining active participation in the decisions regarding their financial affairs.

To make an investment in yourself, join one of the strongest teams in the country, apply online here

New Investment AdvisorClient Service AssociateClient Relationship AssociateAssociate Investment Advisor~GeneralistAssociate Investment Advisor~PlanningAssociate Investment Advisor~AnalystDiscover More about TD

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Oil and gold: risks and rewards

Kim Parlee speaks with Bart Melek, Global Head of Commodity Strategy, TD Securities, about the recent moves in the price of gold and oil and examines the factors investors should be watching for that could drive the price of those commodities higher.

What options do snowbirds have this winter?

Canadians who used to fly south regularly may be facing a severely altered vacation landscape this year. Chris Gandhu, a High Net Worth Planner with TD Wealth, speaks to Kim Parlee about what options Snowbirds have for their properties this winter. 

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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