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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.

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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.

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