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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.

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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.

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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

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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.

Rate shock rocks stocks: Why markets fear rising rates

Yields on U.S. Treasuries have been rising recently, triggering a sharp selloff in equity markets. Anthony Okolie speaks with Scott Colbourne, Managing Director, TD Asset Management, about what the latest volatility means for your investment portfolio.

Ask MoneyTalk: What happens if I make an early withdrawal from my RRSP?

Making regular contributions to a Registered Retirement Savings Plan can be a great way to build your net worth. But what if you're facing a cash shortfall: Is a withdrawal a viable option? Kim Parlee walks us through some of the hidden costs of early RRSP withdrawals.

TD Economics

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

Monthly Perspectives | 2020, We Hardly Knew Ye

Investors, eager for the spell of 2020 to be lifted, are now turning to a collection of annual outlooks to get a sense of when that's going to happen. Meanwhile, in our little corner of the world, we do our best here to discourage overreliance on such forecasts and instead focus on what we know for sure: how to make decisions when uncertain things occur.

Choose to challenge how financial institutions relate to women

Studies say that women will soon hold the bulk of personal wealth in Canada, but also that they are dissatisfied with how the financial services industry treats them. Kim Parlee talks with Ingrid Macintosh, Executive Sponsor, TD Women and Wealth, about what needs to be done and how TD Bank is meeting the challenge.

The 2021 Money Makeover

Many of us will look back on 2020 as a year of great hardship and we may all be eager to turn the calendar and hope for brighter news for the world in 2021. If your finances took a hit or you want a new start for your money, here are 10 things to consider.

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