Meet The Team
Client Relationship Associate
Client Relationship Associate
Arturo supports Senior Portfolio Manager Emmanuel Le Forestier in delivering personalized and seamless administrative services.
With 25 years of experience at TD, he has held a variety of roles across the branch network as well as in the financial planning department, giving him a deep understanding of client needs and operational excellence. Committed to service quality, he continuously seeks to expand his expertise and enhance the value he provides to clients.
Outside of work, Arturo enjoys hiking, traveling to explore new cultures and histories, and staying active through various sports and physical training.
Client Service Associate
Client Service Associate
Claudia’s primary role is to communicate with you and ensure your requests are handled promptly and with care. She is dedicated to managing each inquiry accurately and attentively.
Working as an investment representative since 2023, she brings four years of experience in the financial sector, including two years in TD’s financial planning department.
Passionate about the arts, Claudia is a member of the Museum of Fine Arts’ Young Philanthropists Circle and the Young Ambassadors Circle of the Orchestre Symphonique de Montréal.
Financial Security Advisor
Financial Security Advisor
As a Financial Security Advisor with TD Wealth Insurance Services, I work collaboratively with TD Advisors on customized, comprehensive insurance based solutions to assist clients in building, preserving and creating wealth through various tax advantaged strategies. The insurance solutions that I offer, utilize insurance products manufactured by third party insurance carriers. I support insurance sales channels within TD including TD Wealth Private Investment Advice (PIA) and TD Wealth Private Investment Counsel (PIC) as well as those channels that may compliantly refer insurance sales within TD Bank Group.
Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
