Calgary

Calgary Branch

Phone: (403) 299-8600
Fax: (403) 299-7984
Office Location: Suite 900 421 7th Ave SW Calgary, AB T2P 4K9

Dedicated To You And Your Needs

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.

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.

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.

Four Wealth Pillars. One Vision.

Our Four Wealth Pillars are the foundation upon which we help clients achieve their vision of success. Our wealth solutions focus on these four key areas to help deliver a well-rounded wealth experience, one that is tailored to our clients.

Build Net Worth:  Developing effective strategies and investment solutions that align to your clients' evolving needs.

Protect What Matters:  Integrated strategies that prioritize and protect what matters most to your clients, at every life stage.

Implement Tax Efficient Strategies:  Structuring accounts to help reduce tax exposure while keeping income available for when your clients need it. 

Leave a legacy:  Part of building wealth is defining a legacy. This means providing for a client’s top priorities while optimizing the transfer of their wealth.

We See The Whole You

Managing your wealth and planning for the future requires a genuine interest in your well-being. Your TD Wealth advisor will determine your Wealth PersonalityTM profile and discover your priorities to develop a plan with a multi-disciplinary approach that can help grow and protect your wealth and transition it to those you care about most.

To learn more about how behavioural finance can impact your decision making, read the articles below:

Discover Your Investing Blindspots

People can learn to be smarter with money when they understand how their actions may be sabotaging their investing decisions.

Behavioural Finance

A Winning Personality: how it contributes to financial success.

Be On Your Best Financial Behaviour

Investors are often their own worst enemy when trying to out smart the market and end up sabotaging their financial goals.

The TD Wealth Advantage





Making a difference in the lives of our clients starts with the unique experiences of our advisors. In this series of videos, we will unpack what it means to be an advisor at TD Wealth.

Careers

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

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.

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The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

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Money Talk

Cut out the noise.
Hear what matters.
Watch our top story now

Federal Budget 2023: What you need to know

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Federal Budget 2023: What you need to know

Ottawa released its 2023 federal budget aimed at building on Canada's green energy transition while addressing cost-of-living concerns. Greg Bonnell speaks with Derek Burleton, Deputy Chief Economist at TD, about the government's effort to balance spending demand with fiscal restraint.

Want to become your own boss? Here’s a self-employment starter kit

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Want to become your own boss? Here’s a self-employment starter kit

After spending several years building your career and experience, you may feel the urge to finally strike out on your own and become your own boss. To ensure you're prepared for the transition to self-employment, Pierre Letourneau, Business Succession Advisor, TD Wealth, joins Kim Parlee to discuss what to keep in mind when it comes to money management, taxes and saving for retirement.

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Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

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Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.