Leadership
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 a Senior 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 travelling, skiing, watersports, and playing hockey, golf, and squash. His love for Winnipeg is greatly from exploring and spending time with his wife, family and friends at Lake of the Woods.
English
B.A. Economics - University of Manitoba
Associates
Administrative Associate
Administrative Associate
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.
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.
