Taurean Napper
Senior Investment Advisor
B. Econ
CIM®
Wealth management that evolves as your needs, priorities and circumstances change over time
Phone
Office Location
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 a Senior 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 travelling, skiing, watersports, and playing hockey, golf, and squash. His love for Winnipeg is greatly from exploring and spending time with his wife, family and friends at Lake of the Woods.
Phone
Fax
(204) 988-2757
Certificates
B. Econ
CIM®
Languages
English
Education
B.A. Economics - University of Manitoba
Your Goals, Our Priorities
We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.
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
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
What We Do
What to expect when working with us
Initial Discovery
Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
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.
Tailored Solutions
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.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Estate planning misconceptions: Why a Will may not be enough
Article
Estate planning misconceptions: Why a Will may not be enough
Estate planning is often thought of as simply having a Will in place for the end of life. But Mindi Banach, Tax and Estate Planner at TD Wealth, says an estate plan can do much more: it can help create a plan for your loved ones and clarify the legacy you want to leave behind. She also shared what to consider when getting started.
Cottage succession: How to pass on a legacy and not potential complications
Article
Cottage succession: How to pass on a legacy and not potential complications
A cottage can be a meaningful legacy, but passing it on raises key questions around ownership and logistics. Nicole Ewing, Principal, Wealth Planning Office, TD Wealth says early conversations on taxes, usage and shared responsibilities are important along with understanding fair market value, adjusted cost base and family intentions.
Health-care costs?
Article
Health-care costs?
You planned for retirement. Did you also plan for health-care costs? Some health-care expenses may not be covered in retirement. Here’s how to think about those costs before they affect your plan.