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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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.
Certificates
CFP®
CIM®
FCSI®
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