The Klassen Wealth Management Group, Investment Advisor, Winnipeg, MB

360 Main Street Suite#2100 Winnipeg, MB R3C 3Z3Map

At The Klassen Wealth Management Group we operate a team based wealth advisory business specializing in customized and comprehensive wealth management practices for high-net-worth individuals, corporations and not-for-profit organizations. We take a disciplined approach that takes our clients and their families back to the basics, focusing on only what we believe to be the best products available.

The Klassen 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.

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ADDITIONAL CONTACT

Branch Office: (204) 988-2748
Branch Fax: (204) 988-2757

Additional Information

Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.

Meet The Team

John Klassen

Investment Advisor
Certified Retirement Specialist

John Klassen

Investment Advisor
Certified Retirement Specialist

Martha Polinuk

Client Service Associate

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

Wealth Considerations

Investment Strategies

Banking and Credit Management

Retirement Planning

Protecting Your Assets

Tax Management

Passing on Your Wealth

Education Funding

Business Succession Planning

Planning for Major Purchases

Charitable Giving

Investment Strategies

An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.

Investor or Trader? Your Taxes May Differ

Potential Benefits of Consolidating Your Assets

Covered call options and their tax treatments

Canadian Eligible Dividends: Generating Income and Tax Efficiency

Canadians Investing in U.S. Equities

REQUEST AN APPOINTMENT

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

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Additional TD Specialists

Tannis DawsonHigh Net Worth Planner

Doug DornanEstate Planning Advisor

Market Commentary

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