Kari Giese

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Kari Giese

Investment Advisor

CIM®

Working together to help you achieve what truly matters to you

Phone

Office

(780) 448-8222

Office Location

10088 - 102nd Avenue Suite 2400 Edmonton, AB T5J 2Z1. map

I've been in the financial services and investment industry since 2007, where we have seen not only a devastating market bottom, but also great opportunity years for investing. I know the value of not only planning and saving for the future, but growing and protecting for the future.

I typically work with business owners and their families that want their money to help them enjoy what's most important in life. Often business owners tell me they run successful businesses, but are unsure where or when to start planning for the future of their family. Sometimes our investment decisions are based on advice from friends, family or the media, and reflect emotions rather than knowledge. Yet these important investment decisions can have a powerful influence over some of the biggest financial commitments that we will make.

I help my clients discover their core values, convictions and objectives relative to their money. By knowing what matters most in your life, we are able to translate those oppotunities, goals and concerns into a financial plan that meets your needs. Everything we do together is based around your deepest values, and that ultimately helps us better manage your investments. One of my commitments to my clients is quality service with integrity. That means that the things that are most important to you, are important to me. 

I would very much like to meet with you personally in the near future to start the process of defining your goals and planning for your future.

Certificates

CIM®

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

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

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

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

Putting finances into perspective

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.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

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.

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