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Warren Kakoschke

Wealth Advisor

  • FMA
  • CIM
  • B.A.

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

About me - website banner.jpg
Born and raised in Kelowna, I started working part-time at TD in 1997 while I was attending UBC Okanagan (Bachelor Of Arts – Psychology). Now having spent 23+ years in the financial services industry, I've had the opportunity to work in a wide variety of roles within TD Bank Group - advising customers, leading, managing and developing TD colleagues, and various regional office roles. 
When I'm not at work, I love spending time with my wife and 6 year old daughter. We enjoy getting outside and enjoying all that the Okanagan has to offer. I also enjoy playing and watching sports (basketball, football, running, hiking, golf), and I'm a passionate music fan and entry-level audiophile who collects CD's, vinyl and various bits of music memorabilia.

What I do - website banner.jpg
As a Wealth Advisor, my role is to connect with high net worth clients and understand what is most important to you and your family. We work together to build a personalized and holistic wealth plan, and then I assemble a team of TD specialists who are uniquely qualified to help you execute on this plan.

My Process:

  • Get to know you personally and gain a deep understanding of your goals and your wealth priorities. What do you want to accomplish in the short, medium and long term? What keeps you up at night? What could make your financial life better?
  • Help you build a plan anchored in the Four Pillars at TD Wealth: building net worth, implementing tax-efficient strategies, leaving a legacy and protecting what matters
  • Through our Discovery process, leverage the fundamentals of behavioral finance to uncover your wealth personality, and then connect you to TD specialists who are an ideal match to help you execute your personalized wealth plan
The TD specialists that I connect you with will help you implement:

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ADDITIONAL CONTACT

Toll Free: 1(877) 882-8001

LANGUAGES

English

EDUCATION

University Of British Columbia - Okanagan, Canadian Securities Institute

Going beyond the financial picture

The distinct discovery process we use will take you through some behaviour questions and how you really make decisions. And when it's all done, a diagnostic using behavioural finance will take all that information, how we can work best with you and what the next steps are in creating your wealth strategy - prioritized by what matters to you. A wealth strategy which manages the important things like your retirement, your kid's education, your family cottage - not just your money.

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Armed with a deep understanding of your priorities and values, we'll work with a core team of specialists to help you achieve your goals. And, as your needs evolve, your wealth strategy will evolve with you. We take our relationship with you seriously – that means we'll be in touch with you on an ongoing basis so we can provide you with the information you need for a successful financial future. And when you need advice, we'll be there with a breadth of knowledge and expertise, along with the personalized attention you deserve.

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

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