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Karen J. Anderson

Investment AdvisorVice President

  • CIM®
  • FCSI®

"Working together to help you achieve what truly matters to you"


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.

Investment Philosophy

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.”


ADDITIONAL CONTACT

Branch Office: (905) 815-2300
Branch Fax: (905) 815-2324

LANGUAGES

English

Additional Information

Additional information

Spring 2018 Newsletter
Winter 2018 Newsletter
Summer 2018 Newsletter

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.

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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.

MoneyTalk Investing

Cut out the noise.
Hear what matters.
Watch our top story now

MoneyTalk Life

Life: your family, money, job, home -- we help you connect the dots.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives June 2018

Embrace human behavior is the second principal of our Risk Priority Management philosophy, which we define as follows:

Can your kids afford to inherit the family cottage?

Early in their marriage, Pat and Marlene caught the cottage fever after summers of cottaging in rented properties.

Stashing Your Cash

Maybe you’ve checked your cash flow, and identified some extra money in your monthly budget to sock away, or maybe you’ve gotten a commission or bonus from your employer and are looking to put it aside for a rainy day.

Do you know someone who would benefit from my services?