Kari Wolfenson

Kari Wolfenson

Senior Investment Advisor

BA

CFP®

CIM®

Helping you live the life you imagined. 

Phone

Office

(204) 988-2728

Office Location

360 Main Street Suite#2100 Winnipeg, MB R3C 3Z3. map

A seasoned investment advisor with a robust background in the financial industry. With extensive experience in retail banking, business banking, and financial planning, she brings a unique blend of skills to the table. Kari is dedicated to a client-focused approach, tailoring her strategies to meet individual needs. Her expertise lies in creating holistic wealth strategies, ensuring a comprehensive and personalized approach to financial success. With a commitment to excellence, she navigates the complexities of the financial landscape to empower clients on their journey to financial well-being.

At the heart of our female-led wealth management practice is an unwavering commitment to your financial journey. Experience personalized, four-pillar planning and investment management that goes beyond numbers. With diversity and inclusion as our foundation, we not only manage wealth but empower it—nurturing a future where everyone's financial success is not just a goal but a shared reality.

Wolfenson Family Wealth is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

Certificates

BA

CFP®

CIM®

Education

Bachelor of Arts - University of Manitoba

Community Involvement

United Way

Helping achieve what truly matters to you and your family.

Our wealth solutions focus on four key areas in order to ensure you receive a personalized wealth plan you can feel confident in.

Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.

Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.

Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.

Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.

What We Do

What to expect when working with us

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Charitable Giving

Charitable giving is donating to a cause you believe in, and you can use your estate plan to help fulfill your philanthropic goals.

Tailored Solutions

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

Trending Articles

Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.

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Passing the family business to the next generation comes with unique challenges. A family trust could help you manage the tax process as well as allow owners to maintain some control.

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Partial shares let you invest with any amount — which can make it easier to build a diversified portfolio, whether you have a little to invest or a lot.