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We feel that Neil Mardian (Portfolio Manager, Senior Investment Advisor) is one of Medicine Hat’s most esteemed wealth managers and the leader of the Medicine Hat Wealth Group, which advises people who are in or nearing retirement and small business owners with specialized needs such as transitioning the ownership of their business tax-effectively. The group has extensive experience counselling clients on portfolio construction, appropriate investor behaviour, retirement issues, education planning, as well as strategies related to estate and legacy planning, asset protection and tax planning.
Neil helps people manage the many aspects of their wealth and financial planning. He holds the following designations: Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), Certified International Wealth Manager (CIWM) and Fellow of Canadian Securities Institute (FCSI®)). To earn the CIWM designation, Neil gained a deep understanding of the US tax codes and US estate issues. As a Portfolio Manager, Neil is qualified to perform discretionary portfolio management, which frees you from having to make daily investment decisions and brings many other benefits – this service is ideal for Snowbirds.
Please feel free to get in touch with me for a discussion around “your” personal wealth management plan and see how I can help you build a strong and secure financial future for you and your family.
Medicine Hat Wealth Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
The distinct discovery process we use will take you through some behaviour questions and how you really make decisions. And when it's all done, a diagnostic using behavioural finance will take all that information, how we can work best with you and what the next steps are in creating your wealth strategy - prioritized by what matters to you. A wealth strategy which manages the important things like your retirement, your kid's education, your family cottage - not just your money.
Armed with a deep understanding of your priorities and values, we'll work with a core team of specialists to help you achieve your goals. And, as your needs evolve, your wealth strategy will evolve with you. We take our relationship with you seriously – that means we'll be in touch with you on an ongoing basis so we can provide you with the information you need for a successful financial future. And when you need advice, we'll be there with a breadth of knowledge and expertise, along with the personalized attention you deserve.
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.
With a solid 40 years of experience as a TD Canada Trust Branch Manager, Mark has a unique insight that enables him to utilize the various resources and teams that TD Wealth offers to deliver highly customized wealth management solutions for his clients. His commitment to each of his clients is to implement a strategy that is tailored to them and produces an outcome that is focused on their values. Mark is an avid outdoorsman and in his personal time he enjoys fishing and spending time with his wife Cindy.
Matt holds the Certified Financial Planner (CFP®) designation and brings more than 13 years of experience in the industry and a passion for wealth planning to help people achieve their goals. Consulting closely with his clients, he helps them with retirement planning, investment strategies, asset and income protection strategies, tax management strategies, education funding, wealth transfer, business succession planning, and tax-efficient charitable giving strategies. In addition, he advises regarding short-term cash flow needs, major purchase planning, and banking and credit management strategies. Matt believes that his strengths are helping his clients to have realistic expectations, to demonstrate appropriate investor behavior, and to understand how their decisions and discipline can shape the future they want for themselves and their families.
Prior to joining our team, Matt was a Financial Planner with TD Wealth Financial Planning. He earned a Financial Services and Planning Diploma from Medicine Hat College and attended DeVry University to study Computer Information and Sciences.
Married with a young daughter and son, Matt spends his free time with his wife (Kelsey) and his children (Tessa and Tucker) hitting the gym and taking his kids to activities like taekwondo, soccer, competitive cheer, skiing, snowboarding, biking, and hiking.
Jenny has been with TD for the past nine years and began her career in a TD Canada Trust branch, helping clients with their day to day banking needs. She transitioned to TD Wealth six years ago and continues to assist the Investment Advisors in delivering consistent and friendly service. In her leisure time, she enjoys golfing, gardening and spending time at the lake with her husband Brett.
Brian has provided wealth management advice to clients from a variety of backgrounds, since 2003. In collaboration with TD specialists, Brian can assist you with retirement planning, estate planning, and insurance solutions.
As a Portfolio Manager, Brian offers discretionary portfolio management solutions to clients seeking an experienced professional to implement, monitor and maintain their investment strategy on their behalf.
Brian holds a Bachelor of Management from the University of Lethbridge. Brian has also earned a variety of industry designations, including the Certified Financial Planner (CFP), Charted Investment Manager (CIM), and is a Fellow of the Canadian Securities Institute (FCSI).
Brian has been an active in the community, previously serving as a director of the Medicine Hat & District Chamber of Commerce and the Medicine Hat Family YMCA.
Away from the office, Brian enjoys camping, kayaking, fishing, skiing, and backpacking vacations.
Denise has been a member of TD Bank Group family for over 15 years. Prior to joining TD Wealth, Denise served as a Financial Advisor at TD Canada Trust where she helped clients attain both investment and credit financial objectives. Denise works tirelessly to deliver an excellent client service experience while supporting the Investment Advisors in achieving their clients' long-term financial goals. In her spare time she enjoys a variety of sports, travelling and chasing after her two girls, Clara and Rayne.
Cindy joined TD in 2001 as the bank merged with Canada Trust. She worked with customers as a Financial Advisor and obtained her Personal Financial Planning Diploma before joining TD Wealth in 2010, where she supports our advisors to deliver a high level of client service. Organized and good with people, Cindy knows how to communicate well with clients and advisors alike. She likes to anticipate needs and always looks for ways to make our days easier and more streamlined. She helps us work effectively as a team, communicate well and stay ahead of the curve.
Prior to joining the financial services business, Cindy was a travel agent for 12 years and visited many places around the world. Cindy has an interest in photography and hiking and travelling with her husband Mark and spending time with family and friends.
Shelley joined TD Bank Group in 1989 and became a member of the TD Wealth Team in 2016. Her knowledge obtained from working in the TD Canada Trust branch for many years, along with a hard work ethic and attention to detail are key to assisting the Investment Advisors deliver an exceptional client experience. Outside of work, you will catch her spending time with her husband, Sean and two sons, Ryan and Cameron.
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement Planning
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
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The Will and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
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