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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 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.

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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.

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.

Do you know someone who would benefit from our services?