Roy Christensen brings more than 20 years of experience advising affluent individuals, business owners and families to his role as Vice President with TD Waterhouse Private Investment Advice. He works one-on-one with each client to create and carry out customized wealth and retirement plans to build and strive to protect their financial futures.
Each tailored strategy considers the client’s full scope of investment, wealth and retirement needs, including wealth protection and insurance solutions, estate planning and trust services, and charitable giving strategies. When appropriate, Roy liaises with his clients’ other professional advisors and introduces TD specialists 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®). He is currently working toward his High Net Worth Wealth Advisor designation. Roy holds an Economics degree from York University.