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Tim Wiltzen, VP Investment Advisor
Tim offers clients investment expertise garnered through over 49 years in the financial industry and more than 39 years as an Investment Advisor.
To help you meet your goals Tim along with his team takes a comprehensive approach that extends beyond investing. We offer you the relevant confident advice you deserve - and we can do that only fully understanding you.
As your needs change and evolve over time, we will tailor our advice, services and solutions accordingly. Whether you are building your career or business or transitioning into retirement, we believe that our disciplined planning approach will help make you more confident in your decisions, and more focused on your future.
There will always be investment opportunities no matter what the economic climate. Finding the best opportunities for each individual investor - considering the need for income and growth, the realities of taxation and the need for flexibility - is one of the most important responsibilities he has as an Investment Advisor.
We believe that your personal wealth strategy is key to your financial success. however, before we can begin to build your plan, we take the time to develop a deep understanding of you.
The distinct discovery process we use will take you through some behaviour questions and how you really make decisions. And when it's all done, a diagnostic using behavioural finance will take all that information, how we can work best with you and what the next steps are in creating your wealth strategy - prioritized by what matters to you. A wealth strategy which manages the important things like your retirement, your kid's education, your family cottage - not just your money.
Armed with a deep understanding of your priorities and values, we'll work with a core team of specialists to help you achieve your goals. And, as your needs evolve, your wealth strategy will evolve with you. We take our relationship with you seriously – that means we'll be in touch with you on an ongoing basis so we can provide you with the information you need for a successful financial future. And when you need advice, we'll be there with a breadth of knowledge and expertise, along with the personalized attention you deserve.
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.
With over 10 years experience in the Wealth Management Industry as a Client Service Associate and over 20 years experince in Customer Service, Lily thrives on client statisfaction. She handles day-to-day client support as well as client administrative duties and requests with a smile and eargerness to always put the client first. As your first point of contact Lily will help take care of your needs and keep you informed every step of the way.
In her spare time she enjoys spending the summer months camping with her husband, 3 kids and 3 tenacious Dachshund's. When not camping you will find her in the back yard BBQ'ing and entertaining family and friends alike.
Retirement planning is an ongoing process that helps provide financial peace of mind in the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.
advisors.td.com/tim.wiltzen
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