Skip to main content

Ana Kleer

Wealth Advisor

  • B. Sc

"Working together to help you achieve what truly matters to you"

Ana Kleer began her career with TD Bank Group in 2006 and has held various positions with the bank. She draws on her 12 years of training and experience in the financial industry with a focus on fostering strong client relationships and helping customers achieve their personal and financial goals.

Ana's experience with Investment and Wealth plans allows her to help families balance life events with financial considerations. She starts by first understanding their current financial situation and identifying potential issues, and then recommending strategies and solutions.

Ana speaks Portuguese, Dutch and Spanish. She is passionate about the following causes:  sustainable agriculture and poverty alleviation.  Ana lives in Cottam with her husband and their two children. In her free time, she enjoys spending time with her family, reading and travelling.

Helping you achieve your vision of success

As a Wealth Advisor, I will take you through a deep discovery process to understand your priorities and connect you with a core team of TD specialists with expertise in everything from estate and trust planning and philanthropy, to business succession and tax planning. Dedication to exceptional client experiences and innovative financial strategies are the foundations of what TD Wealth has to offer.

At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That's why we take a unique approach to understanding you, your family and your values. Whether your needs are straightforward or complex, we're dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself. For more information, click on the image below.

4WealthPillars.JPG

ADDITIONAL CONTACT

Branch Office: (519) 667-5918

LANGUAGES

English, Dutch, Spanish

 

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.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

MoneyTalk Investing

Cut out the noise.
Hear what matters.
Watch our top story now

MoneyTalk Life

Life: your family, money, job, home -- we help you connect the dots.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives - Half Full, Half Empty

Managing expectations in a post-stimulus environment

Federal Budget 2019

Putting the Middle Class in Focus

Money Talk Life - Giving it your all and then some

If your work is causing you stress, it may mean more than just burning the candle at both ends. It may affect your health, and the bottom line for your employer. Dr. David Posen, AKA Dr. Calm, talks about the psychology of workplace stress, and what we can do to reign in the pressure.

Do you know someone who would benefit from my services?