Building RelationshipsOver 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 Liz with her 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 processWe 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 Management, Investment Advice, Private Banking, Estate Trust Services, Wealth Advisory Services.
Behind the ScenesWorking hard to deliver what matters to her clients is paramount in her practice. Liz has completed the Chartered Investment Manager (CIM®) and Elder Planning Counselor designations. She also holds the Certificate in Retirement Strategy and is a Life Insurance Advisor with TD Wealth Insurance Services.
Her passionLiz likes nothing more than to help her clients achieve their goals with humility and compassion. One area of focus is her female client base for 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 hockey enthusiast son. They enjoy getting away to the mountains to hike, bike or to even walk their golden retriever.
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Transfer of Wealth
Will and Estate Planning
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.