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Stephanie Gerrie

Private Banker

  • B Comm.

"Our discovery and wealth management approach is driven by what matters most to you"

As a Private Banker with TD Wealth Private Banking, I work with a team of professionals to assist high net-worth families achieve their financial goals and dreams.

Our team works closely with our clients to help identify financial goals and then draws on the expertise of TD specialists to create and implement an integrated wealth management solution. This includes estate, trust and tax services, business succession planning, retirement strategies and investment management. To bring specialized thinking to unique situations, we can coordinate the work of TD professionals in business banking and philanthropic giving.

ADDITIONAL CONTACT

Branch Office: (403) 503-4800

LANGUAGES

English

EDUCATION

Bachelor of Commerce

Helping you achieve your vision of success

Our approach to discovery is in-depth – we apply principles of behavioural finance to dig deeper and understand your wealth personality, your goals, your family, and your motivations – because  your success can’t be understood with just a set of numbers.

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

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