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W. Tim Wiltzen
Investment AdvisorVice President
"Working together to help you achieve what truly matters to you"
4902 Gaetz Avenue Suite 102 Red Deer, AB T4N 4A8Map
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.
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
Wealth Considerations
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
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