Senior Investment Advisor
B. Econ
CIM®
From a young age, Taurean has always been interested in investments and wealth planning. He began by saving and investing money from summer jobs into mutual funds, stocks, and bonds in his own investment accounts.
Born and raised in Winnipeg, Taurean received a degree at the University of Manitoba in Economics and Business.
After graduating university, Taurean began his career as a Financial Advisor and has since gained the trust and respect of his clients by striving to provide the highest quality service and advice available.
Prior to joining TD Wealth Private Investment Advice, he started his career as a Financial Planner with a national firm, where he learned many strategies in tax, insurance, retirement, and estate planning. As his clients’ needs grew, he realized a broader product shelf was in order to suit them.
As an Investment Advisor, Taurean specializes in Wealth Management. He focuses on wealth preservation, tax minimization strategies, portfolio construction, philanthropic planning, business succession, and trusts & estate preservation strategies. He engages TD Specialists to help ensure his clients receive the best advice possible while working alongside your own team of accountants and lawyers.
When away from the office, Taurean enjoys skiing, travelling, and playing hockey, golf, and squash. His love for Winnipeg is greatly from spending time with family and friends at Lake of the Woods. He is an active member at the Winnipeg Squash Racquet Club, and the Royal Lake of the Woods Yacht Club in Kenora, Ontario.
English
B.A. Economics - University of Manitoba
Business Succession Advisor
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
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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.
Vice President, Philanthropic Advisory Services
Vice President, Philanthropic Advisory Services
If you're looking for a way to plan your giving more effectively and create a lasting legacy to support the charities that matter most to you, our philanthropic services provide access to the Private Giving Foundation, the first donor-advised fund program launched by a financial institution in Canada. Our TD specialist will work one-on-one with you and your family to incorporate philanthropy into your overall estate and wealth plans, and help you create a legacy that is meaningful to you.
