Meet The Team
Investment Advisor
FCSI®
Roy Christensen brings more than 20 years of experience advising affluent individuals, business owners and families to his role as Vice President with TD Waterhouse Private Investment Advice. He works one-on-one with each client to create and carry out customized wealth and retirement plans to build and strive to protect their financial futures.
Each tailored strategy considers the client’s full scope of investment, wealth and retirement needs, including wealth protection and insurance solutions, estate planning and trust services, and charitable giving strategies. When appropriate, Roy liaises with his clients’ other professional advisors and introduces TD specialists to help ensure that every detail of his clients’ financial picture is understood and addressed.
Roy has served as member and chair of TD’s National Advisory Council. He has earned his Portfolio Manager (PM) and Chartered Investment Manager (CIM®) designations, and is a Fellow of the Canadian Securities Institute (FCSI®). He is currently working toward his High Net Worth Wealth Advisor designation. Roy holds an Economics degree from York University.
Client Service Associate
Client Service Associate
Kelly Green provides responsive and transparent service to clients of the Christensen Wealth Advisory Group, as part of a team that is focused every day on helping people achieve their financial goals.
Nearly two decades of experience have honed Kelly’s skills in carrying out high-level administration for affluent individuals, their families and their businesses. She takes pride in cultivating a deep connection with each client, many of whom have been with the Christensen Wealth Advisory Group for years.
Working closely with her TD Wealth colleagues, Kelly ensures that the day-to-day tasks she carries out on her clients’ behalf are in sync with their individual wealth and investment plans. She brings a detailed-oriented perspective to the team, due to her extensive background in securities law and her legal administration training from Durham College. She has also completed extensive training with the Canadian Securities Institute.
Additional TD Specialists
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
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Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
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Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
Vice President, Philanthropic Advisory Services
Vice President, Philanthropic Advisory Services
If you're looking for a way to plan your giving more effectively and create a lasting legacy to support the charities that matter most to you, our philanthropic services provide access to the Private Giving Foundation, the first donor-advised fund program launched by a financial institution in Canada. Our TD specialist will work one-on-one with you and your family to incorporate philanthropy into your overall estate and wealth plans, and help you create a legacy that is meaningful to you.
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Business Succession Advisor
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.