Chapman Wealth Management Group

Tess's career in financial services dates back to 2014, when she joined TD Wealth and the Chapman Wealth Management Group. Tess is our business development specialist; she works alongside Robin to ensure our processes and efforts are helping our valued clients to reach their wealth goals in a salient way.  Tess uses her background in finance and commerce to prepare wealth and retirement plans. Furthermore, her strong attention to detail helps to ensure that these plans are broken down into measurable and achievable goals for our clients. Wealth strategy and goals are ever-evolving, after all! She is well versed in technology and uses TD's proprietary behavioural finance tool to have meaningful conversations with clients to uncover wealth priorities and investing biases.

Since she was a child, Tess was always told she was seen as an entrepreneur and business woman. This came to fruition when she completed her finance degree with distinction in spring of 2014 from the Edwards School of Business. With a keen interest in financial services, Tess has completed the Canadian Securities Course, Wealth Management Essentials Course, and Financial Planning Supplement Course since joining TD Wealth in 2014. 

When not in the office or studying for the next course, you can find Tess with her family, friends and beloved Labrador retriever, Roscoe. Born and raised in Saskatchewan, she couples her loves for the outdoors and physical activity by riding her bike, or lacing up her runners to go for a jog. When they have time, Tess and her fiancé, Brodie, enjoy DIY projects around their home and yard. An old soul at heart, Tess's idea of perfect day is waking up early to spend time with her dog, cooking a delicious homemade meal for close friends and family, and cuddling up by the fire in the winter or circling around the campfire in the summer.  

Matt's career in the financial services industry started in 2015 when he joined the TD Stonebridge branch as a Bank Teller and then a Financial Advisor. While completing his Bachelor of Commerce degree at the U of S, he worked at building his customer service skills and financial knowledge at the bank. His contributions don’t stop there however; he lifts up morale in the office with his infectious smile and subtle humour. Matt comes to us as a Client Service Associate, so he will be the face of our team and the first contact point for all of our existing clients. With his past exposure to both credit and investment products in the retail side of the bank, he will bring new insight to our clients and team members. 

He is not all business; there is a lot of excitement surrounding Matt's personal life as well. He displays a passion for travel with many stories to tell, has a love for dogs, and is looking forward to marrying his wonderful fiancée Kali in the summer of 2020. Matt and Kali have planned to hold their wedding up at Elk Ridge, where Kali spent much of her childhood. A few other things that Matt spends his time doing when away from the office include watching his beloved Oilers play, spending time with his family up at the lake, and keeping his competitive spirit and love for sport alive by playing organized sports all year round. With all of this excitement going on, Matt has been happy to settle in with our team and focus on his career.