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Elizabeth Desjardins

Portfolio ManagerSenior Investment Advisor

  • CIM®
  • EPC
  • B .Econ

Working together to help you achieve what truly matters to you

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Elizabeth Desjardins

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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.

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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

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

Vincent Czyz

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.

REQUEST AN APPOINTMENT

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

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Additional TD Specialists

Jo-Anne RyanVice President, Philanthropic Advisory Services

Bernice Kutney Will and Estate Planner

Todd MagerBusiness Succession Advisor

Eric LeveilleEstate Planning Advisor


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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

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New real estate changes for 2023: what they might mean for you

If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.

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TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

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Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

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Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

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The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

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