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You have worked hard, raised a family, saved money, made smart decisions and taken calculated risks.
You want to ensure that as you approach the next stage of your life's journey you'll have the confidence that comes from knowing that your wealth strategy is aligned with that which matters most to you.
You value working with a team committed to proactive communication, thoughtful advice and courage-driven leadership to help you deal with sometimes difficult choices.
The Kluge Wealth Advisory Group seeks to simplify complex wealth planning matters for high net worth families by building and maintaining risk-managed wealth strategy plans aligned to their values and vision for the future.
Using our Wealth Road Map process, we empower clients to achieve their goals by helping them make smart financial decisions that can free up their time, eliminate guess work and help to prevent critical wealth planning mistakes
Your Wealth Road Map goes beyond portfolio management and investment advice to encompass rediscovery of personal values and goals, retirement income planning, financial planning and gain-maximization strategies. : In addition, we work closely with TD specialists to integrate business succession, cross border tax planning strategies, philanthropy and estate planning strategies.
Our actions are guided by values including:
Act with Integrity: Integrity is much more than simple honesty. To us it is an ongoing choice to become more consistent in our actions, words, methods and principles.
Nurture Relationships: A relationship is an organic system that needs to be cared for, developed and expanded upon over time.
Engage in Meaningful Work: We look to make a positive overall contribution to our clients' well being and by extension, the well being of those most important to them.
Conrad Kluge joined TD Wealth Private Investment Advice in 2008 following six years' investment industry experience in capital markets and private wealth management roles.
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.
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; favorite activities include CrossFit, biking, running and downhill skiing.
Kluge Wealth Advisory 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.
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.
Kyle Joined the Kluge Wealth Advisory Group in 2016 after 3 years at another bank owned Canadian investment dealer as a small account advisor and an associate with an advisory team. Once onboard, Kyle quickly moved from the Client Service Associate role to the Associate Investment Advisor role. Working in conjunction with Conrad, Kyle has now taken the next step in his professional journey and has become an Investment Advisor. As a new Investment Advisor, Kyle looks forward to providing proactive communication, thoughtful advice and courage-driven leadership to help clients deal with sometimes difficult choices.
Kyle is a graduate from the University of Mount Royal and holds a Bachelor of Business Administration degree. Through his professional career he has completed numerous industry courses, earned his Chartered Investment Manager (CIM) designation and is 2021 Level II Chartered Financial Analyst (CFA) Canidate.
Kyle was born and raised in Calgary where he plans to keep his roots and start a family. He is a sports fanatic and enjoys playing hockey, baseball, golf and can often be found in the mountains snowboarding and hiking.
Jordan joined TD in 2016 and the Kluge Wealth Advisory Group in February 2020. Supplementing his industry experience he also holds a bachelor's degree in finance from the University of Lethbridge. In his personal life Jordan is enamored with sports and fitness, when not working he can be found at the gym or playing hockey and golf.
Ashley joined TD Bank Group in 2004 and our team in 2012. With the Canadian Securities Institute’s Wealth Management Essentials Course under her belt, she manages client relationships and performs numerous advisory services. Ashley and her husband recently welcomed a baby daughter. When she can squeeze in some personal time, she enjoys yoga, spinning, cooking, and soaking up the great outdoors.
Retirement planning is an ongoing process that helps provide financial peace of mind in the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
The Will 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.
Eric Leveille
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.
Chris Gandhu
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.
Jo-Anne Ryan
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.
Sean Hiebert
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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