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Warren Kakoschke

Wealth Advisor

  • FMA
  • CIM
  • B.A.

Tailored solutions in tune with your needs and the needs of those you care about

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As a Wealth Advisor, I work exclusively with high net worth individuals and families to gain an understanding of what is most important to you. We work together to build a personalized and holistic wealth strategy, and then connect you to TD specialists who can help you execute your personalized wealth plan.

Our Wealth Management Process:

  1. 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?
  2. 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.
A Team-Based Approach, Leveraging TD Specialists:

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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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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.

Money Talk Life - The good, the bad and the ugly of being a landlord

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Will the lack of vaccines delay emerging markets from joining the global rally?

As COVID-19 case counts surge in developing nations, the divergence between emerging and developed markets is deepening, as well. Anthony Okolie speaks with Christian Medeiros, Associate Portfolio Manager, TD Asset Management, about the impact of slow vaccination rates in emerging markets.

Day trading, taxes and the CRA: What you should know

Many people found the time in the past year to trade stocks more frequently at home. Unfortunately, day traders may face a bigger tax bill if they meet certain CRA criteria. Kim Parlee speaks with Georgia Swan, a Tax and Estate Planner with TD Wealth, about what investors should be wary of.

TD Economics

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

Monthly Perspectives | 2020, We Hardly Knew Ye

Investors, eager for the spell of 2020 to be lifted, are now turning to a collection of annual outlooks to get a sense of when that's going to happen. Meanwhile, in our little corner of the world, we do our best here to discourage overreliance on such forecasts and instead focus on what we know for sure: how to make decisions when uncertain things occur.

Bracing for a debt tsunami: Ottawa navigates the pandemic-spending tide

Canada’s fiscal response to the COVID-19 pandemic has gone a long way in reducing the economic fallout. But it comes with a massive price tag. Anthony Okolie speaks with Omar Abdelrahman, Economist, TD Bank Group, about what we can expect in the upcoming 2021-22 Federal Budget.

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