As an Investment Advisor at TD Wealth Private Investment Advice, I collaborate with TD specialists to provide clients with professional portfolio management, estate strategies, investment and wealth planning as well as insurance strategies. I work closely with your own personal advisors (accountants, lawyers) to help ensure that all aspects of this plan are implemented and coordinated in a timely and disciplined fashion. Away from the office, I enjoy spending time with my wife Nicole, my sons Bowen & Cooper, and our bulldog Matilda.
The Klassen Wealth Management Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
