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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, Dauphin, and Portage La Prairie and its various wealth advisory divisions. Away from the office, I enjoy spending time with my wife Nicole, son Bowen, and two bulldogs Oscar and 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.
Toll Free: (877) 579-3591
Fax: (204) 988-2757
Branch Office: (204) 988-2748
Branch Fax: (204) 988-2757
Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.
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.