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Tim Wiltzen, Investment Advisor
Tim offers clients investment expertise garnered through over 41 years in the financial industry first with a major chartered bank for 10 years and subsequently 31 years as an Investment Advisor.
Tim’s approach is a consultative process. He works with clients to develop a personalized plan that reflects their individual investment objectives taking into consideration their unique tax situations and risk tolerance. Through this process he tailors investment strategies and portfolios for each clients specific needs.
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.
Building and managing wealth is a process that requires patience, perseverance and planning. His goal is to help his clients achieve piece of mind by ensuring that their investments are structured around their needs.
Toll Free: (888) 337-3330
Fax: (403) 357-1854
Branch Office: (403) 357-1859
Branch Fax: (403) 357-1854
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.