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Kari Giese
Investment Advisor
- CIM®
Working together to help you achieve what truly matters to you
10088 - 102nd Avenue Suite 2305, TD Tower Edmonton, AB T5J 2Z1Map
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.
ADDITIONAL CONTACT
Branch Office: (780) 448-8280
Branch Fax: (780) 448-8962
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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.
Wealth Considerations
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
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