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Sheila Kurtz

Private Banker

Working together to help you achieve what truly matters to you

As a Senior Private Banker, I am privileged to work as part of the TD Wealth Private Banking Team in Regina.  I believe clients have worked hard to build wealth so that they can enjoy life's priorities.  Myself and other TD specialists can provide innovation banking, credit and investment strategies and help make your vision a reality.

I work with a limited number of clients which allows me to provide fast, flexible and personalized service with a high attention to detail. It is my goal to work in collaboration with you and your family to achieve what matters most to you.

I bring over 30 years of experience to my clients, gained through roles in retail and small business banking. Having worked closely with clients for many years, I have the industry experience to execute the complex banking and credit needs that are often required. It is my responsibility to champion the TD team that can support you in each area of your financial wellbeing including: wealth management, day to day banking, credit solutions and business banking. I also engage with TD specialists in tax, succession and estate specialists to provide holistic solutions.

ADDITIONAL CONTACT

Toll Free: 1(844) 231-2555
Fax: (306) 780-0299

LANGUAGES

English

 

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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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.  

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