Skip to main content

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.

    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.

    MoneyTalk Investing

    Cut out the noise.
    Hear what matters.
    Watch our top story now

    MoneyTalk Life

    Life: your family, money, job, home -- we help you connect the dots.

    TD Economics

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

    Monthly Perspectives - Future Outlook

    What a difference a year makes! A year ago, all was right with the world, and investors couldn’t see how anything could ever go wrong. Today, mired in a financial market correction, investors are having a hard time believing that things could ever be right again. Either way, they’re being myopic—things are never as good, or bad, as they appear.

    Retirement ready at any age

    How you view your retirement readiness may depend on your age and personality. We’ve developed a checklist of retirement-ready habits that may help you prepare for the big day — whatever age or life stage you’re at.

    We just can't agree over money

    Most couples will face a knotty financial problem that will test their love for each other. If arguing about money is upsetting a great relationship, here are some things to consider.

    Do you know someone who would benefit from my services?