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Senior Investment Advisor
Working together to help you achieve what truly matters to you
4902 Gaetz Avenue Suite 102 Red Deer, AB T4N 4A8Map
Tim Wiltzen, Senior 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 by 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/business or transitioning into retirement, we believe that our disciplined planning approach will make you more confident in your decisions and more focused on your future.
We believe there will always be investment opportunities regardless of the economic climate, so finding the best opportunities for each individual investor is of upmost importance for us. Whether this may be the need for income and growth, tax/estate planning or the need for flexibility - we will collaborate with TD specialists to tailor your wealth solutions.
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.
Toll Free: (888) 337-3330
Fax: (403) 357-1854
Branch Office: (403) 357-1859
Branch Fax: (403) 357-1854
English
Past Chair - Red Deer College Foundation
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.
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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.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
You have questions, I have answers. Let's have a quick chat.
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