Kari Wolfenson

Kari Wolfenson

Senior Investment Advisor

B.A.

CFP®

CIM®

Helping you live the life you imagined. 

Phone

Office

(204) 988-2728

Office Location

360 Main Street Suite#2100 Winnipeg, MB R3C 3Z3. map

Certificates

B.A.

CFP®

CIM®

Education

Bachelor of Arts - University of Manitoba

Community Involvement

United Way

Helping achieve what truly matters to you and your family.

Our wealth solutions focus on four key areas in order to ensure you receive a personalized wealth plan you can feel confident in.

Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.

Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.

Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.

Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.

What We Do

What to expect when working with us

Women Entrepreneurs Webpage

Discover how TD Wealth can help you build your business through sound advice, professional connections, and relevant tools and resources.

Over 90 music festivals and a 100 community music programs supported across Canada to bring people together.

Charitable Giving

Charitable giving is donating to a cause you believe in, and you can use your estate plan to help fulfill your philanthropic goals.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

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.

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TD Economics

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

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Money Talk

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

Article

Gearing up for 2024: Tax and rule changes coming in the new year

As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
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Federal Budget 2023: What you need to know

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Federal Budget 2023: What you need to know

Ottawa released its 2023 federal budget aimed at building on Canada's green energy transition while addressing cost-of-living concerns. Greg Bonnell speaks with Derek Burleton, Deputy Chief Economist at TD, about the government's effort to balance spending demand with fiscal restraint.

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Monthly Perspectives: The Perfect Gift

Read the latest from our Wealth Investment Office

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Michael Craig on key investing themes to watch in 2024

As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
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