Warren Kakoschke
Senior Private Banker
PFP®
FMA
FCSI®
Tailored solutions in tune with your needs and the needs of those you care about
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As a Senior Private Banker, my team and I take a holistic approach to helping meet our clients' personal banking needs through a wide range of banking and credit solutions. With busy lives and growing wealth, I am here to support you and your family through each stage, and offer a variety of solutions to support you.
In addition to providing personalized banking services, I can also help you find comfortable solutions to protect, grow and/or transfer your wealth. We work together to build a personalized and holistic wealth strategy, and then connect you to TD specialists who can help you implement your personalized wealth plan.
Our holistic wealth solutions focus on four key areas in order to ensure we deliver well-rounded, tailored solutions: building net worth, implementing tax efficient strategies, protecting what matters, and leaving a legacy.
I started my career at TD in the Okanagan in 1997, when I worked part-time while finishing my undergraduate studies at UBC Okanagan. Throughout my 25+ year TD career, I have held a variety of leadership, coaching, head office and client advisory roles.
When I'm not at work, my wife, daughter and I enjoy hiking and biking throughout the Okanagan, and we love spending time with friends and family. I love to play and watch most sports, and I am a passionate music fan and collector of vinyl, CD's and various bits of music memorabilia.
Phone
Certificates
PFP®
FMA
FCSI®
Languages
English
Education
University Of British Columbia - Okanagan
Achieve what truly matters to you
The Planning Process
Analyzing your individual financial situation is not a one-time exercise. As you grow and experience life changes, your needs evolve at the same time. That is why your wealth plan needs to grow along with you.
Our unique discovery process uncovers the values behind your personal vision of success.
Premium Banking Solutions
From everyday transactions to complex banking services, we tailor our solutions to suit your needs.
Goals-Based Advice
Guided by your goals, we help curate banking and wealth solutions that are tailored to your needs.
Experienced TD Specialists
Our Private Bankers can connect you with other TD Specialists to help you plan for a lifetime of financial success.
What We Do
We engage in a collaborative consultation to fully understand your financial needs, priorities and goals. Family, business and experience are all considered. With a deep understanding of your priorities, a lead advisor connects you with a core team of TD specialists with expertise in everything from investment, estate and trust planning and philanthropy, to business succession and tax planning.
Through our discovery process we’ll connect you to the right relationship manager, who based on your specific needs, will build a team of specialists around you to help achieve your vision of success.
At TD Wealth, we believe in taking the time to discover what truly matters to you. You’ll have access to a team of TD specialists, 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.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
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