From a young age, Taurean has always been interested in investments and wealth planning. He began by saving and investing money from summer jobs into mutual funds, stocks, and bonds in his own investment accounts.
Born and raised in Winnipeg, Taurean received a degree at the University of Manitoba in Economics and Business.
After graduating university, Taurean began his career as a Financial Advisor and has since gained the trust and respect of his clients by striving to provide the highest quality service and advice available.
Prior to joining TD Wealth Private Investment Advice, he started his career as a Financial Planner with a national firm, where he learned many strategies in tax, insurance, retirement, and estate planning. As his clients’ needs grew, he realized a broader product shelf was in order to suit them.
As an Investment Advisor, Taurean specializes in Wealth Management. He focuses on wealth preservation, tax minimization strategies, portfolio construction, philanthropic planning, business succession, and trusts & estate preservation strategies. He engages TD Specialists to help ensure his clients receive the best advice possible while working alongside your own team of accountants and lawyers.
When away from the office, Taurean enjoys skiing, travelling, and playing hockey, golf, and squash. His love for Winnipeg is greatly from spending time with family and friends at Lake of the Woods. He is an active member at the Winnipeg Squash Racquet Club, and the Royal Lake of the Woods Yacht Club in Kenora, Ontario.
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Transfer of Wealth
Will and Estate Planning
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.