TD Wealth (Kimberley J. West)

957 Fourth Avenue East, Suite 100
Owen Sound

As an Investment Advisor at TD Wealth Private Investment Advice, I work with a select group of high net worth individuals, entrepreneurs and their families.  
With many years experience with TD Bank, I bring an exceptional experience to each of my clients, tailored to their unique situation.  I will provide customized, personalized wealth and retirement plans to build and achieve their financial dreams and goals.  

The cornerstone  of my business is excellent customer service, our relationship is built on trust and intregity with an open line of communication.  

I work in partnership with a team of experts within TD Bank Group to address the full scope of investment, wealth and retirement goals.  This includes wealth protection, insurance solutions, estate planning, trust services and charitable giving strategies.

I hold my Certified Financial Planner (CFP), Fellowship of CSI (FCSI), Chartered Strategic Wealth Professional (CSWP) designations as well, I am a Certified Retirement Specialist.

  • Amenities

  • Chamber of Commerce Chamber of Commerce