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At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That's why we take a unique approach to understanding you, your family and your values. Whether your needs are straightforward or complex, we're dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself.
A unique discovery process anchored in a deep understanding of you
TD Wealth has developed a unique discovery process that uses behavioural finance theory to uncover the values behind your personal vision of success and help determine what truly matters to you. With a deep understanding of your priorities and values, we'll connect you to the right advisor, who based on your specific needs, will build a team of specialists around you to develop a Wealth Strategy that's as unique as you are. As your needs evolve, so will the services and solutions we can provide. We’ll be in touch with you on an ongoing basis to provide you with advice and information relevant to your unique financial journey. And when you need advice, we’ll be there with the breadth of our expertise and the personalized attention you deserve.
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To learn more about how behavioural finance can impact your decision making, read the articles below:
After graduating from the University of Saskatchewan with a Finance degree, Tracie worked with two other investment firms before joining TD Wealth in 2002.
Tracie grew up on a farm just south of Saskatoon and she enjoys going back to visit family, in particular her nieces and nephew. She likes to stay active by going to the gym and playing volleyball.
Tracie works closely with Dwayne and strives to provide a legendary client experience with every interaction. She implements and manages customized processes tailored to each individual and their needs. We recognize the importance of ongoing communication and fostering personal relationships. Tracie is here to help the team reach these objectives for clients in an effective and timely manner.
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