Elizabeth Desjardins, Investment Advisor, Calgary, AB | TD Wealth

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(403) 216-2000Telephone number
(403) 607-3468Telephone number
#130, 200 Quarry Park Boulevard SE Calgary, AB T2C 5E3Map

Building Relationships

Over twelve years of client confidence has allowed Liz and her team to become one of Southern Alberta's most successful advisory groups.

We help build relationships based on good communication, honesty and transparency. We put your interests first. Our team is proud to offer a committed, conservative approach for High Net Worth individuals, families and corporations designed to provide strong results. We believe that our effective wealth protection strategies have proven successful for our investors as our portfolios are guided by an investment philosophy based on understanding your goals, disciplined planning, insightful advice and effective risk management. This philosophy helps us with our objective of providing strong and stable growth of your assets in a wide range of market conditions – even during the most challenging economic times.

Our discovery process

We will take you through a unique discovery process that uses behavioral finance theory to uncover the values behind your personal vision of success and help determine what truly matters to you.

Through our discovery process we will build a team of specialists around your specific needs to help achieve your vision of success: Portfolio Manager, Investment Advice, Private Banking, Estate Trust Services, Wealth Advisory Services.

Behind the Scenes

Working hard to deliver what matters to her clients is paramount in her practice. Liz has completed her designation of Chartered Investment Manager, Elder Planning Counselor as well as her Certificate in Retirement Strategy.

Her passion

Liz likes nothing more than to help her clients achieve their goals with humility and compassion. One area of focus is her female client base whom she strives to make as comfortable an experience as possible.
When Liz is away from work she enjoys spending time with her husband and fifteen year hockey enthusiast son. They enjoy getting away to the mountains to hike, bike or to even walk their golden retriever.

ADDITIONAL CONTACT

Toll Free: (800) 449-5344
Fax: (403) 299-8624
Branch Office: (403) 503-4488
Branch Fax: (403) 299-8639

LANGUAGES

English

EDUCATION

University of Western Ontario BA Economics

Going beyond the financial picture

Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.

We're redefining private wealth management.

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.

Meet The Team

Client Service Associate

Wealth Considerations

Investment Strategies

Banking and Credit Management

Retirement Planning

Protecting Your Assets

Tax Management

Passing on Your Wealth

Education Funding

Business Succession Planning

Planning for Major Purchases

Charitable Giving

Investment Strategies

An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.

Investor or Trader? Your Taxes May Differ

Potential Benefits of Consolidating Your Assets

Canadians Investing in U.S. Equities

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

Request appointment

Additional TD Specialists

Jo-Anne RyanVice President, Philanthropic Advisory Services

Bernice Kutney Will and Estate Planner

Todd MagerBusiness Succession Advisor

Eric LeveilleEstate Planning Advisor

Bernice WongHigh Net Worth Planner

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