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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| 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

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.



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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.

Next-gen tech that could rock the world and your portfolio

AI, robotics, self-driving cars.  Kim Parlee talks with Vitali Mossounov, technology analyst, TD Asset Management, about these burgeoning tech theme that may change the world and your portfolio. 

Is it even worth my time to submit a $2 billing code?

Two dollars is quite literally pocket change. But if a doctor were to add up all the billings that weren't worth their time or worry, it could represent thousands of dollars in lost revenue. In this special Ask MoneyTalk for health care professionals, Dr. Adam Stewart does the math.

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.

Ask Money Talk - One big family plan

Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

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