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MoneyTalk Investing
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Klara Dueck
Investment Advisor
"Tailored solutions in tune with your needs and the needs of those you care about"
324 - 8th Avenue Southwest 12th Floor, Home Oil Tower Calgary, AB T2P 2Z2Map
You are dedicated, passionate and ambitious.
You have worked hard to achieve your lifestyle and are thankful to your community that has supported you.
You value time and understand the importance of planning for today and tomorrow.
I value our relationship and work in collaboration with you to achieve your vision of success.
The first step is discovering what is important to you. This may sound easy, but it is actually the hardest part of the process.
Klara grew up on a farm where she learned the value of hard work & community. After graduating, she moved to Calgary in 2002 and began her career in the financial services industry. Over the past two decades, she has worked in various areas of the industry including wealth management, private banking, business banking, and retail. A self-starter by nature, she has spent her entire career at TD, providing outstanding service and thoughtful, proactive advice to her clients.
Well-versed in the complex financial challenges facing high net worth families & individuals, Klara has developed a process to create customized and robust wealth plans to address their needs and reflect their values & desires. She works collaboratively with both firm professionals & her clients' other advisors to help them achieve their vision of success.
Klara is an Investment Advisor through TD Private Investment Advice and a Life Insurance Advisor through TD Wealth Insurance Services. She is committed to ongoing education and is currently working towards her CIM designation. She is also passionate about community and serves as a board director for JazzYYC.
Klara is a proud mom to Gabriel and treasures time with her family. With her partner Olivier, they travel often to his home of France and enjoy listening to jazz and cooking in their gourmet kitchen. Maintaining a healthy lifestyle, she practices crossfit, enjoys gardening and camping in her restored 1955 flying cloud Airstream.
ADDITIONAL CONTACT
Branch Office: (403) 299-8600
Branch Fax: (403) 299-7984
Going beyond the financial picture
Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.
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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.
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.
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