Meet The Team
Investment Advisor
Investment Advisor
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.
English
Administrative Associate
Administrative Associate
Katelyn is an integral part of the team committed to delivering exceptional client experience to our clients. With 13 years of experience at TD Wealth she excels at building trusted relationships with our clients, ensuring smooth onboarding processes and seamless account transfers. Delivering a white-glove service approach, Katelyn has a keen eye for details and a passion for operational excellence. Her strong communication, problem-solving, and decision-making skills enable her to drive a positive delivery in a timely manner. In Katelyn's free time she enjoys travelling with her loved ones and spending quality time with her husband, Shawn, and 10 year old English bulldog, Olive.
Additional TD Specialists
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Wealth Planning Specialist
Wealth Planning Specialist
As a Wealth Planning Specialist on the TD Wealth Advisory Services team, I work collaboratively
with TD Advisors to assist clients in developing a Wealth Plan that is tailored to their goals and
reflects their vision for the future. I work with clients to provide comprehensive wealth strategies,
including determining retirement income needs, identifying tax and estate planning
considerations, leveraging personal life insurance strategies, and identifying tax-efficient
charitable giving strategies.
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High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
