Chapman Wealth Management Group

BACKGROUND| From a young age, Tess was always interested in financial literacy and money management. With a love for working with people and building robust plans for the future, she realized that working in financial services was a great fit for her.  Shortly after completing a Bachelor of Commerce degree in finance from the University of Saskatchewan, Tess entered the wealth management industry and has never looked back. She originally started as a client associate working with various investment teams at TD Wealth, which helped Tess to understand the business from the ground up. This has also helped Tess develop a unique perspective and set of experiences that shape her investment philosophy and client engagement model. Tess takes the time to get to know you, your values, and what makes your situation unique. 


UNDERSTANDING YOU| As a client of Tess's, you can expect a long-term relationship that is rooted in a disciplined discovery process which gives way to the development of a strategic wealth management plan. This plan evolves as your life changes and is built around what you value and deem important. Your wealth plan considers four wealth pillars: Building Net Worth, Implementing Tax-Efficient Strategies, Protecting What Matters, and Leaving a Legacy.

   

Tess takes an integrated approach, bringing in other TD specialists as required to develop a custom wealth strategy. This wealth strategy can encompass any of the following:


PROCESS| The client is always at the center of Tess's wealth management process. She takes a systematic approach to formulating your own unique plan throughout the journey, ensuring that your plan is well equipped for your transitions and life changes. 

Click here to view the full client process.


ABOUT ME| Tess is currently pursuing the Certified Financial Planner (CFP®)designation and recently passed the FPSC Level 1 Examination in Financial Planning. She is also a Life Insurance Advisor through TD Wealth Insurance Services. Tess grew up in small town Saskatchewan, which helped shape her values of community and giving back. Tess enrolled at the University of Saskatchewan, and she instantly fell in love with Saskatoon. In her spare time, Tess enjoys spending time with her husband, Brodie, and their white Labrador retriever, Roscoe. They enjoy all Saskatchewan has to offer, whether it be ice fishing in the winter or visiting various lakes in the summer. 

Chapman Wealth Management Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

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.