Deniz Atilla

Business Owners
Deniz Atilla

Senior Private Banker Business Owners

You take care of your business. We take care of the rest.

Phone

Office

(403) 357-1878

Mobile

(403) 872-0010

Office Location

4902 Gaetz Avenue Red Deer, AB T4N 4A8. map

As your Senior Private Banker, Business Owners, I am dedicated to bring the bank to you and to meet with you when and how it suits you best. Acting as your guide, I’ll provide you with access to custom solutions, products and services from across TD Bank Group (TD). I can collaborate with your team of outside professionals to help integrate our solutions with all other aspects of your life.

I am here to help you simplify your financial life so you can focus on the things that matter most to you. Imagine having someone who provides you with tailored and hand-selected access to a variety of professionals and specialized services. Someone who responds with thoughtful insights and solutions that consider tax implications, family dynamics, and other priorities.

Languages

English

French

Working together every step of the way

Focus on what you do best – running your business – with help from my team and a group of TD banking specialists who understand the complexities and the unique challenges you may face.

Running a business and planning for the future can seem daunting, but it doesn't have to be. We will:
  • Work with you to understand your priorities.
  • Create a wealth plan that considers your financial picture.
  • Schedule regular check-ins to track progress.
  • Work with other TD specialists including, TD Small Business Banking and TD Commercial Banking, to help support your needs.
  • Offer ongoing support to help you move forward confidently.

Achieve your vision through a tailored wealth plan

The business and wealth strategies we can create include:

Deep Discovery

We discover your concerns, priorities and goals. By understanding your whole financial picture, we can help you build on your success.

Business Expertise

With our knowledge of you, your industry and life cycle, we can support you across all stages of life and business.

Goals-Based Advice

Guided by your goals, we help curate banking and wealth solutions that are tailored to your needs.

We will help you achieve your vision of success through:

Building your net worth - we know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you achieve that vision.

Implementing tax-efficient strategies - you've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will help structure your investment portfolio to help reduce tax exposure while keeping income available as and when you need it.

Protecting what matters most to you - life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.

Preparing for the legacy you want to leave - you are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of wealth to those who matter most to you.

A Distinct Discovery

Anchored in a deep understanding of you

To act for another, one must know the other as they know themselves. Starting with a blank page, an inquisitive mind and great deal of empathy, we ask numerous questions to reveal what is truly most important to you, your family and business. Each person's needs are unique and our goal is to offer you the relevant, customized wealth advice you deserve. We can only do that by getting to the heart of what matters most to you. That's why our approach is to understanding what is important to you, your family and your values. We want to discover everything about you, all the things in your life which make up you and your financial DNA.

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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