Graeme Sivertson, along with the resources and people available through TD Bank Group, provides wealth management services to successful individuals, families, business owners and widows. He has been in the financial services industry for over 21 years.
Graeme graduated from the University of Alberta in 1992 where he earned a Bachelor of Commerce degree. He has also appeared on TV news broadcasts to provide comment on finance and investing issues. As a Certified Financial Planner (CFP), Graeme has proven his proficiency in taking into account a client’s entire financial picture when developing wealth management solutions. As a CFP holder in good standing Graeme has had to continually maintain his knowledge and expertise with continuing education and due diligence. He is a member of the Financial Planning Standards Council (FPSC). Graeme has served on the pension committee of a pension plan with over 1,000 members.
TD Wealth Private Investment Advice is an integral part of TD Bank Group. As part of this group Graeme can bring the best of TD to his clients through great partnerships. TD Bank Group wealth professionals include (but are not limited to):
Investment Advisory and Management Service Graeme’s specialty, he is accountable to you and develops your Investment and Wealth Plan. Once clients are comfortable with the recommendations the plans are implemented. Once implemented the plans and investments are continually monitored and reviewed with clients. As well, he will coordinate the rest of the team of Wealth Management Specialists as needed. These include:
Private Banking Services
You hire experts in the areas of accounting, investing, tax and legal advice. You deserve the same level of professional service with your banking. As a client of the TD Bank Group you may have access to “Your Own” Private Banker.
Trust and Estate Services
Enjoy peace of mind knowing the legacy you will leave behind, thanks to the kind of advice that has guided Canadians since 1864. Your experienced Private Trust Advisor applies expertise in estate and trust planning, administration and taxation to help you develop solutions that reflect your personal choices for the future.
Wealth Advisory Services
Based upon our in-depth analysis of your needs, your Relationship Manager may bring you timely answers that you may count on from the experts in Will and Estate Planning, Business Succession, Tax Planning, Philanthropy, Not-For-Profit, Custom Credit and more.
If you already have specialists you trust, we will work with them to give you the high level of advice and service you deserve.
Graeme’s values in providing professional advice include:
Integrity – placing the clients’ interests above all others.
Performance – Committed to provide the services promised, on time.
Accountability – With a detailed plan and ongoing reporting and communication, clients can objectively
evaluate his advice.
Graeme believes in supporting our community. He has held the positions of board member, finance committee member and investment committee member of The Compassion House Foundation over a number of years. He also volunteers as coach on the community children’s soccer team.
Graeme and his wife Monica live in Edmonton with their two children. They enjoy the outdoors, traveling and spending time with friends and family.
In order to maintain a high level of service we have limited the number of families that we can work with. In order to accomplish this, minimum investment levels apply.
If you are interested in arranging an introductory appointment with Graeme please feel free to contact him at (780) 448-8171 or by email at email@example.com.