Skip to main content

Kari Giese

Investment Advisor

  • CIM®

Working together to help you achieve what truly matters to you

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

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.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

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.

Money Talk

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

Canadian big banks beats and misses

All but one of the Canadian big banks beat street estimates in Q1.  Kim Parlee speaks with Mario Mendonca, Managing Director, TD Cowen, about the outlook for the Canadian financial sector as the economy slows, and any potential impact from the Silicon Valley Bank collapse.

Money Talk Life

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

What the RRIF!? 10 common questions you may have

Many people know at least a little about RRSPs. But what about RRIFs? If you're in or nearing retirement, are you ready to begin the big conversion? Here's a quick guide to the world of RRIFs.

TD Economics

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

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

Do you know someone who would benefit from my services?