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Green Wealth Advisory Team

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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.

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.

REQUEST AN APPOINTMENT

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.

As the global vaccine rollout picks up, is the path to recovery near?

As countries race to vaccinate their populations, new COVID-19 variants and vaccine supply concerns are undermining efforts to tackle the pandemic. Anthony Okolie speaks with Tarik Aeta, Healthcare Analyst, TD Asset Management, about where countries stand in their vaccination efforts.

Day trading, taxes and the CRA: What you should know

Many people found the time in the past year to trade stocks more frequently at home. Unfortunately, day traders may face a bigger tax bill if they meet certain CRA criteria. Kim Parlee speaks with Georgia Swan, a Tax and Estate Planner with TD Wealth, about what investors should be wary of.

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.

Bracing for a debt tsunami: Ottawa navigates the pandemic-spending tide

Canada’s fiscal response to the COVID-19 pandemic has gone a long way in reducing the economic fallout. But it comes with a massive price tag. Anthony Okolie speaks with Omar Abdelrahman, Economist, TD Bank Group, about what we can expect in the upcoming 2021-22 Federal Budget.

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.

Do you know someone who would benefit from our services?