W. Tim Wiltzen
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.
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Transfer of Wealth
Will and Estate Planning
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.