Conrad Kluge, CFA, CFP, Portfolio Manager, Investment Advisor
Suite 900 421 7th Ave SW, TD Canada Trust Tower, Calgary, Alberta T2P 4K9
Team Assets (Custodied)
Typical Size of Household Accounts
Minimum Account Size for New Business
Typical Net-Worth of Relationships
Conrad Kluge joined TD Wealth Private Investment Advice in 2008, following six years of investment industry experience in capital markets and private wealth management roles. The Kluge Wealth Advisory Group seeks to simplify complex wealth planning matters for high-net-worth families. Conrad builds and maintains risk-managed wealth strategy plans, which are aligned to each client’s values and vision for the future.
Using the Wealth Road Map process, Conrad empowers clients to achieve their goals by helping them make smart financial decisions that can free up their time, eliminate guess work and help to prevent critical wealth planning mistakes.
Each Wealth Road Map goes beyond portfolio management and investment advice. It encompasses a rediscovery of personal values and goals, retirement income planning, financial planning and gain-maximization strategies. In addition, Conrad works closely with TD specialists to integrate business succession, cross-border tax planning strategies, philanthropy and estate planning strategies.
His actions are guided by three main values. One, act with integrity. Integrity is much more than simple honesty. To Conrad, it is an ongoing choice to become more consistent in his actions, words, methods and principles. Two, nurture relationships. A relationship is an organic system that needs to be cared for, developed and expanded upon over time. Three, engage in meaningful work. Conrad looks to make a positive overall contribution to his clients’ well-being and, by extension, the well-being of those most important to them.
Conrad graduated with academic distinction from the University of Victoria in 2001. He is committed to honing his skills through education, and has earned the Chartered Financial Analyst® and Certified Financial Planner® designations. In addition, Conrad has completed numerous industry courses including the Professional Financial Planning Course and Investment Management Techniques.
Conrad and his wife, Sara, are the proud parents of a daughter, Hayden, and son, Parker, who keep them both very busy. Time permitting, Conrad enjoys cooking and the great outdoors. Favourite activities include CrossFit, biking, running and downhill skiing.
Advertising feature produced by Globe Content Studio. The Globe’s editorial department was not involved.