As an Investment Advisor and Certified Retirement Specialist at TD Wealth Private Investment Advice, my team and I provide clients with professional portfolio management, estate strategies, investment and wealth planning as well as insurance strategies. My team and I work closely with your own personal advisors (accountants, lawyers) to help ensure that all aspects of this plan are implemented and coordinated in a timely and disciplined fashion. Our practice is Winnipeg-based - but we operate predominantly as a referral-based business that brings our team in close contact with our colleagues at TD Canada Trust branches in Swan River & Garden City Shopping Centre and its various wealth advisory divisions at TD. Away from the office, I enjoy spending time with my wife Nicole, my sons Bowen & Cooper, and our bulldog Matilda.
The Klassen Wealth Management Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.