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Working together to help you achieve what truly matters to you
We are the Green Wealth Advisory Team, based out of the beautiful province of Saskatchewan. Combined, we have over 70 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.
Branch Office: (306) 975-7400
Branch Fax: (306) 975-7404
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. Have a peak at the latest edition:
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.
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.
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Passing on your Wealth
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business Succession Planning
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
You have questions, I have answers. Let's have a quick chat.
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.