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