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Green Wealth Advisory Team

Working together to help you achieve what truly matters to you

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We're glad you're here

We are the Green Wealth Advisory Team, based out of the beautiful province of Saskatchewan. Combined, we have over 65 years of experience in the Wealth Industry. We understand that you have a lot of choice when it comes to selecting a team to help you navigate through life’s transitions and we hope that through our website you can gain some insight into who we are and why we might be a fit for you and your family. So, who are we really? We’re a team of dynamic, creative, strategic and innovative people. We believe in transparency and being open, real, vulnerable and honest with our clients. We ask great questions and more importantly, we listen to those answers.

Our commitment is that we’ll help guide you through life’s transitions.                                                              

Green Wealth Advisory Team is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

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ADDITIONAL CONTACT

Branch Office: (306) 975-7400
Branch Fax: (306) 975-7404

Communication Hub

Seasonal Newsletters

We communicate regularly with our clients through a variety of mediums; One of which is a seasonal newsletter where we touch on a variety of topics such as: market trends, important reminders, articles of interests, etc. These newsletters are a great way to share what is going on behind the scenes both at the office and in our personal lives. We believe that in order for our clients to open up to us, we need to open up to them. Have a peak at the latest editions: 

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TD Wealth 

At TD Wealth Private Investment Advice, we take a unique approach to understanding you, your family and your values. Using behavioural finance and TD's distinct discovery process, we'll help uncover what matters most to you, so we can build a strategy focused on helping you achieve your vision of success. The below brochures will shed light light on our proven approach, what makes TD different and how we can work alongside you and your family to achieve your goals.

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Meet The Team

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.

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

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.

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.

TD Economics

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

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.

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.

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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