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Green Wealth Advisory Team

"Working together to help you achieve what truly matters to you"

pic and hello.jpgWe're glad you made it 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 special team to help you navigate through life's wealth priorities and we're here to help make that choice a bit easier. At TD Wealth Private Investment Advice, we believe that the most important element in your wealth plan is you. That’s why we take the time to get to know who you truly are and your priorities before we review your numbers. 

 
What makes us different?
                           
We take the time to understand what makes your situation unique.
We actively listen and gather in-depth information to establish a clear understanding of your goals.
     
We ask great questions.
Our relationship with you is the key to offering you tailored wealth strategies. The insight we gain from working with you is the basis on which we design your investment and wealth plan.

We take an integrated approach.
We bring in other TD specialists as required to address your investment, tax, estate, insurance, philanthropic, and business succession needs.

We implement your personalized investment and wealth plan.

We carry out the timely implementation of your chosen solutions, and we follow through with you to keep you informed.

We confirm with you that we’re on the right track.
We help you adapt your investment and wealth plan as needed, to keep it flexible enough to move with you through the various stages of your life. By building a long-lasting relationship with you, we can better help you plan for the long-term and help you manage your wealth successfully now and in the future.

 

  
The 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.

ADDITIONAL CONTACT

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

 

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.

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