Kari Giese - TD Wealth Private Investment Advice
Kari Giese is a Senior Investment Advisor at TD Wealth specializing in wealth management, investment planning, and estate planning for business owners and families. Services include retirement planning, transfer of wealth strategies, tax planning, and collaborative estate and tru
- Emphasis on tax & financial planning
- Remote / virtual meetings
- Trust & estate focus
- Caregivers speak French
Strong fit for tax & financial planning.
Kari Giese is a Senior Investment Advisor at TD Wealth specializing in wealth management, investment planning, and estate planning for business owners and families. Services include retirement planning, transfer of wealth strategies, tax planning, and collaborative estate and trust planning with TD specialists.
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A calmer first step.
Brief phone conversation
Share what is happening, who needs care, and whether the need is urgent or exploratory.
Care needs and schedule review
Discuss mobility, memory, safety, meals, personal care, household help, and preferred visit times.
Caregiver matching
The team looks for fit based on care level, personality, language preferences, and comfort.
Start small, adjust as needed
Many families begin with shorter visits, then adjust the plan as the senior becomes comfortable.
Serving Stony Plain families.
Stony Plain, AB
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| Kari Giese - TD Wealth Private Investment Advice · this provider | — | — | Tax & Financial Planning |
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