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At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That's why we take a unique approach to understanding you, your family and your values. Whether your needs are straightforward or complex, we're dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself. For more information, click on the image below.
TD Wealth has developed a unique discovery process that uses behavioural finance theory to uncover the values behind your personal vision of success and help determine what truly matters to you. With a deep understanding of your priorities and values, we'll connect you to the right advisor, who based on your specific needs, will build a team of specialists around you to develop a Wealth Strategy that's as unique as you are. As your needs evolve, so will the services and solutions we can provide. We’ll be in touch with you on an ongoing basis to provide you with advice and information relevant to your unique financial journey. And when you need advice, we’ll be there with the breadth of our expertise and the personalized attention you deserve.
Even the most savvy investors could benefit from understanding their individual wealth personality. Schedule a discovery session with one of our advisors to uncover yours and take the first steps towards developing a wealth strategy that's as unique as you are.
To learn more about how behavioural finance can impact your decision making, read the articles below:
Working together for a more inclusive tomorrow Change is a fact of life. It can renew our perspective of the world or how we act within it. While change helps some of us get ahead, it can leave others behind. To help create the conditions so everyone has the chance to succeed in a changing world, TD is targeting C$1 billion by 2030 towards community giving in four areas that support change, nurture progress and contribute to making the world a better, more inclusive place. That is The Ready Commitment.
As Vice President and Branch Manager at TD Wealth, I have the honor of leading the Private Investment Advice and Private Investment Counsel teams in the BC Interior. We currently have 3 branches (Kelowna, Kamloops and Prince George) with 41 employees and over $2 billion under management. Our teams are committed to discovering and achieving the needs of high and ultra-high net worth Canadians and bringing the very best of TD to them.
I have been incredibly fortunate to have gained experience in all aspects of Wealth Management with 3 different bank owned brokerage firms in a variety of client facing and regional roles. Prior to entering the industry I was a Naval Officer in the Canadian Armed Forces and a manager with a national transportation company.
My wife and I are thrilled to be back in the BC Interior area as I grew up in the area and our son was born here. We have two amazing children; our 4 year old son and 2 year old daughter who are teaching us the power of patience, enthusiasm and curiosity.
If you are a Wealth Management Professional who truly cares about your clients, embraces comprehensive wealth management and welcomes the opportunity for massive growth, please do not hesitate to contact me at lars.bjornson@td.com or call me at 250-470-3052.
At TD Wealth our objective is to help you plan for your financial future.
Working together to help you achieve your goals - whether you are investing for yourself, your family, your business or your organization - one of our experienced Advisors can provide you with tailored investment solutions to help you build and achieve your specific goals. Our Investment Advisors and Portfolio Managers, located in Kelowna, Kamloops and Prince George, can offer comprehensive wealth management advice to help guide you through today’s increasingly complex marketplace.
I have been a part of the TD Wealth team as Manager of Client Service supporting TD Wealth Private Investment Advice since 2009 . We work with 41 employees and over $2 billion under management. My job consists of working closely with my Branch Manager, Lars Bjornson. Our teams are committed to discovering and achieving the needs of high and ultra-high net worth Canadians and bringing the very best of TD to them. Along with our team of investment professionals, we also work in collaboration with other TD Specialists. They specialize in wealth protection, insurance solutions, estate planning, trust services and charitable giving strategies, working to help grow, protect and enhance our clients’ financial lives.
I feel proud to have grown up in the Okanagan as well as receive my education locally. My husband and I enjoy everything the Okanagan has to offer; we can often be found hiking Mount Boucherie and enjoying the local sights. We are thrilled to be able to raise our young daughter where we grew up and look forward to sharing our favorite childhood memories with her.
As Manager of Client Services at TD Wealth Private Investment Advice, I would be pleased to introduce you to an Investment Advisor or Portfolio Manager that I feel is most suited to your needs. Please feel free to contact me today.
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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.
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