Debbie Plesa
Associate Portfolio Manager
Working together to help you achieve what truly matters to you
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With over 20 years of experience, I specialize in guiding individuals, families, estates, trusts, and organizations through comprehensive financial strategies designed to protect and grow their wealth.
Since joining TD Wealth in 2013—and more recently transitioning to TD Wealth Private Investment Counsel in early 2024—I have focused on delivering tailored, integrated solutions that align with each client’s financial objectives. My approach combines disciplined investment management with holistic planning, ensuring that portfolios are optimized for long-term growth and risk-adjusted returns.
I am particularly skilled at helping clients navigate major life transitions, such as retirement, divorce, downsizing, or succession planning. I take pride in fostering trusted relationships and developing strategies that empower clients, with a strong focus on supporting women through financial decision-making.
Holding both the Certified Financial Planner® (CFP®) and Chartered Investment Manager® (CIM®) designations, I am committed to continuous learning and hold the distinction of Fellow of the Canadian Securities Institute (FCSI). Because the financial planning aspect of wealth management is an important part of my practice, I collaborate closely with TD specialists to provide expertise in estate planning, business succession, and insurance, offering clients a full spectrum of wealth management services.
A graduate of the University of Calgary with a degree in Economics, I have deep roots in the Calgary community. From an early age, finance and investing were regular topics of conversation in my family, shaping my passion for wealth management and financial planning. Outside of my professional life, I am the proud mother of three independent young adults and actively support non-profits focused on mental health and addiction.
I welcome the opportunity to understand your financial goals and explore how I can help create a path forward with our simplified wealth management process.
Liz and Michael – Building a Good Life
As their lives got more complex, so did their finances. This can sometimes feel stressful and make you uncertain about your future. Getting the right support and financial advice can help you navigate forward.
TD Wealth helped Liz and Michael navigate the complexities of life and feel confident in their finances. They have been with the TD Bank Group since they were born. But as their finances became more complex, they trusted their TD Wealth team who helped make things easier as they built their financial future.
TD Wealth helped Liz and Michael navigate the complexities of life.
Contact me today to find out how I can help you to see the possibilities in building a good life with a personalized financial plan.
Our Solutions
Investment Planning
Retirement Planning
Transfer of Wealth
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
What We Do
What to expect when working with us
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.
Personalized Strategies
Get holistic wealth management strategies tailored to your goals with exceptional investment management expertise.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
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.
Tailored Solutions
Our solutions can help people meet their unique needs and make them feel more confident in their financial future.
Women in Business
Providing Women with the right advice, tools and resources to help confidently their business.
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Trending Articles
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Contributing to a Registered Retirement Savings Plan might be the easy part: Incorporating your RRSP wealth into your larger financial plan may be complex. Here are 8 intricate situations and some ideas that you should know about.
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Michael Craig on market implications of Trump’s tariff announcements
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