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Tess Rothe

Investment Advisor

  • FPSC Level 1®
  • B. Comm

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

BACKGROUND| From a young age, Tess was always interested in financial literacy and money management. With a love for working with people and building robust plans for the future, she realized that working in financial services was a great fit for her.  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.

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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:
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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

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