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Conrad Kluge joined TD Wealth Private Investment Advice in 2008. Prior to that Conrad accumulated 6 years of investment industry experience through roles in capital markets and private wealth management.
Conrad graduated with academic distinction from the University of Victoria in 2001. He is committed to honing his skills through education and has earned the Chartered Financial Analyst® and Certified Financial Planner® designations. In addition, Conrad has completed numerous industry courses including the Professional Financial Planning Course and Investment Management Techniques.
In his practice Conrad specializes in helping Calgarians who are in or approaching retirement to develop and execute a customized retirement income plan which balances the needs for capital preservation, risk management, income and protection from inflation. In addition to portfolio management, Conrad leverages the supporting professionals at TD Wealth to help clients to address other concerns such as tax planning, estate planning and philanthropy. Conrad is committed to providing exceptional service to each of clients through clear consistent communication.
Conrad and his wife Sara are the proud parents of their daughter Hayden and son Parker who keep them both very busy. Time permitting Conrad enjoys cooking and the great outdoors; favourite activities include CrossFit, biking, running and downhill skiing.
Toll Free: (800) 449-5344
Fax: (403) 299-7984
Branch Office: (403) 299-8600
Branch Fax: (403) 299-7984
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.