Elizabeth Desjardins

Elizabeth Desjardins

Senior Portfolio Manager

Senior Investment Advisor

CIM®

EPC

B .Econ

Working together to help you achieve what truly matters to you

Phone

Office

(403) 216-2000

Mobile

(403) 607-3468

Office Location

#130, 200 Quarry Park Boulevard SE Calgary, AB T2C 5E3. map

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 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 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 Management, 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 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 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 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.


Phone

Toll Free

(800) 449-5344

Fax

(403) 299-8624

Branch Phone

(403) 503-4488

Branch Fax

(403) 299-8639

Certificates

CIM®

EPC

B .Econ

Languages

English

Education

University of Western Ontario BA Economics

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

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

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

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

Putting finances into perspective

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.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

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.

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.

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