Debbie Plesa

TD Wealth Private Investment Counsel
Debbie Plesa

Associate Portfolio Manager

CFP®

CIM®

FCSI®

Wealth management that evolves as your needs, priorities and circumstances change over time

Contact me

Phone

Mobile

(403) 261-3532

Office Location

200 Quarry Park Boulevard Southeast Calgary, AB T2C 5E3. map

Debbie Plesa is an Associate Portfolio Manager with TD Wealth Private Investment Counsel. She started her career in the financial services industry over 20 years ago and joined TD Wealth in 2013.

Working primarily with professionals, women, and high net worth families, Debbie is known for her consistent dedication to building long-term relationships.  She prioritizes clear and consistent communication, transparency, and integrity in all her interactions, striving to foster a sense of trust and confidence that resonates deeply with clients. Debbie focuses on making complex financial concepts easy to understand, assisting clients navigating major life transitions such as retirement, divorce, estate planning, or succession planning. Her experiences have reinforced the importance of realistic, purpose-driven planning combined with tax-smart holistic wealth management strategies that empower clients with an emphasis on supporting women through financial decision-making.

A graduate of the University of Calgary with a degree in Economics, Debbie has deep roots in the Calgary community. She leads an active lifestyle and is the proud mother of three independent young adults and actively supports non-profits focused on mental health and addiction.

Certificates

CFP®

CIM®

FCSI®

View Our Team Brochure

Click Here

Wealth Considerations

Tabs Menu: to navigate this menu, press tab and use the left & right arrow keys to change tabs. Press tab to go into the content. Shift-tab to return to the tabs.

We See The Whole You

Based on your unique circumstances, we'll work with you to understand your goals and unique investment needs to create a wealth plan with tailored solutions including portfolio management, estate and trust services, and tax strategies
Tabs Menu: to navigate this menu, press tab and use the left & right arrow keys to change tabs. Press tab to go into the content. Shift-tab to return to the tabs.

Wealth-building Strategies for now and the years ahead

Understanding & Confirmation

We take the time to listen to your story - making note of what matters most to you.

We summarize our understanding of your financial priorities and needs to make sure you're in agreement.

Investment Management

Diversify your investments and grow your net worth to help optimize cash flow, maximize potential returns, and invest tax-efficiently.

Personalized Strategies

Get holistic wealth management strategies tailored to your goals with exceptional investment management expertise.

Our Clients

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.

Women in Business

Providing Women with the right advice, tools and resources to help confidently their business.

Stepping into retirement: Preparing for the big transition

The transition from a successful career to this stage in life isn’t always easy.

Reasons why you shouldn't put off writing a will

Want to dictate the fate of your assets? Read why you shouldn't put off writing a will.