Skip to main content

Tess Rothe

Investment Advisor

  • FPSC Level 1®
  • B. Comm

Wealth management that evolves as your needs, priorities and circumstances change over time

BACKGROUND| Shortly after completing a Bachelor of Commerce degree in finance from the University of Saskatchewan, Tess entered the wealth management industry and has never looked back. She originally started as a client associate working with various investment teams at TD Wealth, which helped Tess to understand the business from the ground up. This has also helped Tess develop a unique perspective and set of experiences that shape her investment philosophy and client engagement model. Tess takes the time to get to know you, your values, and what makes your situation unique. 


UNDERSTANDING YOU| As a client of Tess's, you can expect a long-term relationship that is rooted in a disciplined discovery process which gives way to the development of a strategic wealth management plan. This plan evolves as your life changes and is built around what you value and deem important. Your wealth plan considers four wealth pillars: Building Net Worth, Implementing Tax-Efficient Strategies, Protecting What Matters, and Leaving a Legacy.

Wealth Pillars.jpg   

Tess takes an integrated approach, bringing in other TD specialists as required to develop a custom wealth strategy. This wealth strategy can encompass any of the following:
Integrated wealth services.jpg

PROCESS| The client is always at the center of Tess's wealth management process. She takes a systematic approach to formulating your own unique plan throughout the journey, ensuring that your plan is well equipped for your transitions and life changes. 

Click here to view the full client process.


ABOUT ME| Tess is currently pursuing the Certified Financial Planner (CFP®)designation and recently passed the FPSC Level 1 Examination in Financial Planning. She is also a Life Insurance Advisor through TD Wealth Insurance Services. Tess grew up in small town Saskatchewan, which helped shape her values of community and giving back. Tess enrolled at the University of Saskatchewan, and she instantly fell in love with Saskatoon. In her spare time, Tess enjoys spending time with her husband, Brodie, and their white Labrador retriever, Roscoe. They enjoy all Saskatchewan has to offer, whether it be ice fishing in the winter or visiting various lakes in the summer. 


Chapman Wealth Management Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

ADDITIONAL CONTACT

Branch Office: (306) 975-7400
Branch Fax: (306) 975-7404

LANGUAGES

English

EDUCATION

Bachelor of Commerce

Additional Information

Welcome to TDAM Talks, our all-new podcast experience! Known previously as Market Perspectives, TDAM Talks airs weekly and takes you inside one of Canada's leading money managers with a rotating roster of guests.

Whether it be the latest market commentaries, fresh perspectives on trending topics, or thought-provoking dialogue on our investment process, TDAM Talks provides exclusive insights you won't hear anywhere else.



Slide1.png

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Is your DNA the next big thing in healthcare?

Will genomic medicine drive the next large wave of innovation in health care? Tarik Aeta, Healthcare Analyst, TD Asset Management, shares his take on the genomics revolution.

What should I do if there’s a recession?

I keep hearing experts say we may have a recession. Should I get my money out of the market?

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

Six Ways to Manage Stress and Stay Healthy

Sometimes life throws you for a loop and you have little-to-no control over what happens.

Monthly Perspectives - The Three Chiefs

These are interesting times for the global economy and financial markets.

Do you know someone who would benefit from my services?