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Welcome
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 our below video gives you 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.
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.
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:
TD Wealth Brochures
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.
A natural born "big thinker", John leads the Green Wealth Advisory Team with his strategic outlook and ability to see the end goal. He has an innovative focus on client experience and an amazing talent for asking great questions. He can also tell a pretty good story (or two… or three).
As a mentor & visionary, John has led not only the Green Wealth Advisory Team, but the Saskatoon branch as a whole. He has a ton of experience in the industry – 35 years to be exact. This might seem like a big number but John can honestly say he still enjoys waking up and embracing each day. You can be confident that John will have your back; his areas of expertise include: extensive knowledge about investments, market changes, world events (and their effect on markets). Not only that, his appreciation for the behavioural side of investing combines long term perspective with the ability to keep your goals on track.
Oh! And we are pretty proud of the fact that he was awarded TD's "Vision in Action" award in 2010 – the highest form of individual recognition a TD employee can receive. He was chosen because he embodies the spirit of TD's guiding principles – delivering a legendary experience, operating with excellence, taking on risk, and understanding TD's business. An award where approximately 75 in 75,000 TD employees are recognized for. Impressive to say the least!
John's appreciation for both sunrises and sunsets goes deep – almost as deep as the love he has for his miniature dachshunds, Sully & Maddie. As often as possible, he combines the two with an early morning walk. As empty nesters, John and his wife are embracing their independence by traveling, taking the time to try new recipes, and staying very active (the odd game of golf or whatever their bodies will still allow). They have two daughters - one in Vancouver and one here in Saskatoon. In late 2020, they welcomed their first grandbaby whom they hope to visit as often as possible out West!
Striving to give 100% all the time, Candice is a real go getter. She wants each and every client interaction to be meaningful, unique and personalized. She believes that creating value starts from the first interaction.
With over 15 years of wealth management experience behind her, you can be confident that Candice keeps your wealth needs at the forefront. Her expertise includes: proactive client contact & connection, creating, maintaining and updating your personal roadmap as your wealth needs evolve, and then selecting the proper investments to help meet your objectives. She is armed with her Certified Financial Planner (CFP®) designation; as well, she is licensed as a Life Insurance Advisor with TD Wealth Insurance Services.
A competitive, self-starter, Candice is usually found being active. Her husband and three children own a cabin in Northern Saskatchewan and are often boating, hiking, biking, snow shoeing, canoeing, fishing (or basically, any verb ending in "ing"). She also plays basketball and soccer. This is Candice's way of "relaxing."
Kelsey is a traveler at heart and finds joy in embarking on adventures both near and far. She thinks the world needs more: real human connections, trees, tolerance, and vegetarians.
As the team's marketing expert with more than 8 years of experience, she's worked with local businesses such as: Tourism Saskatoon, Flaman Group of Companies, TD Canada Trust, and now TD Wealth helping with written and online communications, designing and producing print, planning and organizing events and implementing marketing plans. Kelsey is constantly finding new and innovative ways to enhance The Green Wealth Advisory Team's branding and online footprint. She was awarded the "Summer Fun Champion" in 2015 by colleagues and brings a lot of personality to the team.
When she’s not writing or creating, you can find her busy with her husband, young toddler and cocker spaniel. They are outdoor people and most inspired when they are camping, hiking, canoeing or biking. Indoor wise, Kelsey is a pretty good cook and nothing beats good music and a cold beer.
Energetically eclectic is the perfect way to describe Cheyenne. Her boisterous laugh and overall demeanour are contagious. She is the glue that holds the Green Wealth Advisory Team together and as the team's quarterback, she always knows who is on the field and what the next play should be.
Cheyenne is no stranger to the industry; having worked for a various Wealth firms, she comes backed with loads of experience in her role! She is a high achiever that can't seem to get enough of studying. She's armed with a Bachelor of Commerce degree from the University of Saskatchewan and is securities licensed. Cheyenne is also on her way to achieving her Financial Planner Certification as she's completed the Level 1 exam. She is the first point of contact for all client related inquiries and will definitely try her best to assist in whatever that request may be.
A natural prerequisite to the team is being a dog owner and with this, Cheyenne does not disappoint. She has a little white fluffy dog named Kacey. On the weekends, you'll likely find her at the dog park or at the lake in the summer. Wherever possible, she likes to combine hanging out with her dog and her lake adventures; the two make the ultimate paddle boarding duo! Very much a 'girly girl' you'll often see Cheyenne with a full set of gel nails and wearing nothing but pink outfits. Her quirky side comes out when you discover she has a massive passion for all things comics, especially the 1966 Batman TV show.
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.
Retirement planning is an ongoing process that helps provide financial peace of mind in the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
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.
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 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.
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.
Your Trust Officer with TD Private Trust provides a full range of Estate and Trust services that includes supporting you with your Will and Power of Attorney for property (POA) planning needs where The Canada Trust Company will act as your executor or attorney, and assisting you when you act as attorney or executor for a family member or friend. Your Trust Officer focuses on building long lasting relationships with you and your loved ones by providing continuity during the implementation of your financial and estate plan. From planning through administration, your Trust Officer supports you in creating a lasting legacy.
Jo-Anne Ryan
Vice President, Philanthropic Advisory Services
If you're looking for a way to plan your giving more effectively and create a lasting legacy to support the charities that matter most to you, our philanthropic services provide access to the Private Giving Foundation, the first donor-advised fund program launched by a financial institution in Canada. Our TD specialist will work one-on-one with you and your family to incorporate philanthropy into your overall estate and wealth plans, and help you create a legacy that is meaningful to you.
Doug Dornan
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Tannis Dawson
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Dallas Green
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
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.
advisors.td.com/greenwealthadvisoryteam
Investing in the next decade: The future is green
The current geopolitical and policy climate suggests sustainability, and specifically green tech, may be a key investment thesis going forward. Kim Parlee speaks with Marko Papic, Partner and Chief Strategist at Clocktower Group, about the big investment themes in the decade ahead.
Looking for light: Mental health during COVID-19
For many Canadians, this winter will present some unique emotional challenges. If you're struggling, here are a few things to consider.
TD Economics
The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
Monthly Perspectives | 2020, We Hardly Knew Ye
Investors, eager for the spell of 2020 to be lifted, are now turning to a collection of annual outlooks to get a sense of when that's going to happen. Meanwhile, in our little corner of the world, we do our best here to discourage overreliance on such forecasts and instead focus on what we know for sure: how to make decisions when uncertain things occur.
5 super cool facts about your TFSA
Many Canadians love their Tax-Free Savings Accounts and no wonder — they are one of the best tools available to save for your financial goals. Here are five amazingly cool things you may not know about your TFSA.
The 2021 Money Makeover
Many of us will look back on 2020 as a year of great hardship and we may all be eager to turn the calendar and hope for brighter news for the world in 2021. If your finances took a hit or you want a new start for your money, here are 10 things to consider.
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