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
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
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.
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.
- Fraser Brothers
- Paul Carson
- Thomas Crockett
- Trevor Girling
- Lynda Hay, CDFA, CIM®, CFP®
- Larry Henderson, CIM®, PFP®, CFP®
- Thomas Homer, CIM®
- Joseph Hoover, CFA®
- Michael Lebitka, M.Sc.
- Eric Leung, BA (Hons), CIM®
- Jamie May, CFP®
- Douglas McPhee, CIM®, FCSI®
- Michael Smith
- Derek Stewart
- Greg Trevelyan, CIM®
- Tyler Watson, B.Comm. (Hons), CIM®
- Eugene Wong, CIM®, CFP®
- Scott Zaghetto, CIM®
- Derek Ballendine
- Audrey Kwan, CIM®, PFP®, FCSI®
- Jeff Miller
- Michael Thakkar
- Robert Krasilowez
- Geoffrey Carter, CFP®
- Kenneth Vine, CFP®
- Kathryn McNeil, CIM®, CFP®, B Comm.
- Remo Cardone, CIM®, FCSI®
- Jay Kolebaba, CIM®, CFP®
- Jonathan McMaster
- Jasmine Xu, MBA, CIM®, CFP®
- Raymond Li, FMA, CFP®
- Ken Wu, CFP®, FCSI®, BMgt
- Devon Griffiths
- Joshua Borger, CIM®, FCSI®
- Scott Brassard
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.
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