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Roy Christensen brings more than 20 years of experience advising affluent individuals, business owners and families to his role as Vice President , Investment Advisor with TD Wealth Private Investment Advice. He works one-on one with each client to create and carry out customized wealth and retirement plans to help build and protect their financial futures. Each tailored strategy considers the client’s full scope of investment, wealth and retirement needs and when appropriate engages TD Specialists who can assist clients with wealth protection and insurance solutions, estate planning and trust services, and charitable giving strategies. In addition, Roy also liaises with his client’s other professional advisors to help ensure that every detail of his clients’ financial picture is understood and addressed. Roy has served as member and chair of TD’s National Advisory Council. He has earned his Portfolio Manager (PM) and Chartered Investment Manager (CIM®) designations, and is a Fellow of the Canadian Securities Institute (FCSI®). Roy holds an Economics degree from York University.
Christensen Wealth Advisory Group consists of Roy Christensen, Vice President & Investment Advisor and Kelly Green, Client Service Associate. Christensen Wealth Advisory Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. TD Waterhouse Canada Inc. is a subsidiary of The Toronto-Dominion Bank. TD Waterhouse Canada Inc. – Member of the Canadian Investor Protection Fund
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.
Kelly Green provides responsive and transparent service to clients of the Christensen Wealth Advisory Group, as part of a team that is focused every day on helping people achieve their financial goals. Nearly two decades of experience have honed Kelly’s skills in carrying out high-level administration for affluent individuals, their families and their businesses. She takes pride in cultivating a deep connection with each client, many of whom have been with the Christensen Wealth Advisory Group for years. Working closely with her TD Wealth colleagues, Kelly ensures that the day-to-day tasks she carries out on her clients’ behalf are in sync with their individual wealth and investment plans. She brings a detailed-oriented perspective to the team, due to her extensive background in securities law and her legal administration training from Durham College. She has also completed extensive training with the Canadian Securities Institute
Deborah Heezen has a long history in marketing and administration. Prior to joining us in 2017, she held various positions in the telecommunications and not-for-profit sectors.
Deborah is detail oriented, efficient and organized. Deborah looks forward to adding value to our practice and complementing the Christensen Wealth Advisory Group team. Deborah is currently completing her Canadian Securities Course and formerly volunteered as Manager of the Whitby Minor Hockey Association and the Whitby Iroquois Soccer Club. Deborah enjoys hiking, travelling and helping her kids stay active.
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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Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Dale Durand
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
Des Jardine
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Charley Tsai
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Domenic Tagliola
Tax and Estate Planner
The Tax 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..
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.
advisors.td.com/roy.christensen
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The 2022 MoneyTalk tax checklist
While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.
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