Debbie Plesa
Associate Portfolio Manager
CFP®
CIM®
FCSI®
Wealth management that evolves as your needs, priorities and circumstances change over time
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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®
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