Wendy Farch

Wendy Farch

Portfolio Manager

Investment Advisor

CIM®

FMA

Working together to help you achieve what truly matters to you

Phone

Office

(403) 299-3461

Office Location

#130, 200 Quarry Park Boulevard SE Calgary, AB T2C 5E3. map

Wendy Farch will tell you that it was years spent as a Trader with TD Securities that led her to become a Portfolio Manager & Investment Advisor. It was during those years that Wendy saw clients making risky decisions with their hard earned money. She firmly believed that with the right guidance and advice these individual’s financial futures would look much more certain. With that belief, Wendy entered the wealth management business where she has been for the last 17 years.

During her 27 years with TD Bank Financial Group Wendy has attained numerous credentials including Certified Financial Planner (CFP®), Certified Retirement Specialist, Elder Planning Counselor (EPC), Chartered Investment Manger (CIM®) and in 2015 was awarded the prestigious Portfolio Manager designation. Wendy completed her Bachelor of Commerce at the University of Calgary.

In her free time, Wendy is passionate about reading, skiing and traveling. Some of her travel highlights include visiting Mount Everest Base Camp and the pyramids of Gyza.

Phone

Fax

(403) 299-8639

Branch Phone

(403) 503-4488

Branch Fax

(403) 299-8639

Certificates

CIM®

FMA

Languages

English

Education

Bachelor of Commerce

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

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

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

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

Putting finances into perspective

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.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

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.

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