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Molly Stogran

Wealth Advisor

  • CFP®
  • CEA
  • M.A.

Working together to help you achieve what truly matters to you

My Role at TD Wealth

As a Wealth Advisor, it is my responsibility to guide existing and prospective TD customers through the process of transitioning to the world of TD Wealth (a place where specialists work to help simplify - and add value to - the lives of high-net-worth individuals and families).

I do not manage wealth or investments. Instead, I meet with clients to learn about their values, priorities and goals and then find the appropriate TD specialist to bring into the conversation. Whether it's a GIC specialist, a Will & Estate Planner, or an alternative investment guru, TD Wealth has a great team of industry professionals that I can turn to in order to provide what I believe to be world class service and advice to my customers.

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I use a behavioural finance approach to get to the root of client needs. This approach often leaves clients more aware of their financial blind spots as well as how some of their actions may be sabotaging their investing decisions. To learn more about behavioural finance, please peruse the magazine below.

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About Me

I have been in the financial services industry for over 10 years and have held a variety of positions in both retail and commercial banking. I have a Bachelor of Arts in Business Law and a Master of Arts in Legal Studies, both from Carleton University. I have also completed a multitude of courses and exams in financial planning, leading me most notably to obtaining the Certified Financial Planner (CFP) designation.

Outside of work, I volunteer as a Mentor/Business Advisor to entrepreneurial students at U of C's Haskayne School of Business and try to stay as physically active as I can, preferably rock climbing, running, practicing yoga or cycling around the city. I am also an avid traveler; running to the airport whenever my schedule allows!

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Why I Find This Work Meaningful

One of my biggest joys in life is helping people. Being a Wealth Advisor at TD Wealth Private Wealth Management allows me to help clients uncover their goals, (re)discover their priorities and focus in on what's important to them. As fast-paced as banking can seem, helping people build and realize their wealth strategy never seems like work to me.

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Below, you will find a copy of our TD Private Wealth Management information booklet, showcasing a taste of what we have to offer. I would love the opportunity to discuss it in further detail with you.

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ADDITIONAL CONTACT

Branch Office: (403) 503-4800

LANGUAGES

English

EDUCATION

Bachelor of Arts (Honours) in Business Law at Carleton University, Master of Arts in Legal Studies at Carleton University

COMMUNITY INVOLVEMENT

Business Advisor at Haskayne School of Business, Past Business Coach at Momentum Calgary, Past GenNext Core Team Member at United Way Calgary, Past NextGen Vice Chair at United Way Ottawa

Keep Calm and Invest On: Psychology of Losses


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.

U.S. election and your portfolio: Don’t let your politics foil your investments

Whether your politics are progressive, conservative, or somewhere in between, letting your political views drive your investment decisions could be detrimental to your bottom line. Kim Parlee speaks with Marko Papic, Chief Strategist at Clocktower Group, and author of, "Geopolitical Alpha"

Don’t let those unexpected savings just sit there

Despite major headwinds in the economy, many Canadians have been saving a record amount of money this year. If you have extra cash right now, here are four ways it can help power your goals.

TD Economics

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

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

Do you know someone who would benefit from my services?