Skip to main content

W. Tim Wiltzen

Investment AdvisorVice President

Working together to help you achieve what truly matters to you

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. 

ADDITIONAL CONTACT

Toll Free: (888) 337-3330
Fax: (403) 357-1854
Branch Office: (403) 357-1859
Branch Fax: (403) 357-1854

LANGUAGES

English

COMMUNITY INVOLVEMENT

Vice Chairman - Red Deer College Foundation

Getting to know the full picture

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.

Your personal wealth strategy diagram.JPG

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.

let_s talk about your future_v2.JPG

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.

Meet The Team

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

Market Commentary

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.

Ottawa unveils massive stimulus plans as economic recovery loses momentum

Ottawa released an update on the health of the country’s finances, revising up its projected deficit this year to $382 billion.  Anthony Okolie speaks with Derek Burleton, Deputy Chief Economist, TD Bank, about the magnitude of the deficit and the outlook for economic recovery. 

Tax-Loss Selling

Chris Gandhu, High Net Worth Planner at TD Wealth, joins Kim Parlee to talk about tax-loss selling.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

Do you know someone who would benefit from my services?