Karen J. Anderson
Karen has been an Investment Advisor with TD Wealth Private Investment Advice serving high net worth clients since 1994. Prior to joining TD she was an Asset/Liability Analyst with Manulife Financial. Since then, she has built a successful practice for individuals, families and businesses who appreciate an extra level of care.
Her professional accreditations include the Canadian Securities Course and the Canadian Investment Manager Designation. She also holds a Fellowship of the Canadian Securities Institute, and a Fellowship of the Life Management Institute.
Helping clients meet their financial goals with a constant dedication to delivering sophisticated investment solutions backed by the vast resources of TD Wealth and all of its investment and banking resources.
“An emphasis on income and capital preservation is clearly what most clients, who have been able to create wealth, want and need.”
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Transfer of Wealth
Will and Estate Planning
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.