Meet The Team
Senior Portfolio Manager & Senior Investment Advisor
CFA
PFP®
With over 25 years of financial services and investment experience, I am actively focused on providing comprehensive wealth management solutions to individuals and families, estates & trusts, and charitable and business organizations. As a Portfolio Manager with TD Wealth Private Investment Advice, I provide a high level of personalized service for my clients.
I work with a talented group of TD specialists and have complete access to their expertise and the resources of TD Wealth and TD Bank Group. My role is to create a fully integrated and comprehensive wealth plan for my clients, by having the appropriate TD specialists brought in when required, to apply their specialized knowledge to a particular situation. This can range from investment management, to estate planning, and to credit and insurance needs. This collaboration is crucial to my client’s evolving needs from the accumulation of wealth to the preservation and transitioning of their wealth through every stage of their life.
I am a graduate of Ryerson University with a Bachelor of Business Management, and hold the Chartered Financial Analyst (CFA) designation. I am a member of the CFA Institute, as well as a member and Past-President of the Ottawa CFA Society. I hold the Personal Financial Planner Designation and I have also completed other industry courses such as the Certificate in Retirement Strategy. I am a Life Insurance Advisor with TD Wealth Insurance Services.
Outside of work, I enjoy spending time with my wife and two children, enjoying tennis, cycling and skiing, and I volunteer as a board member for a local not-for-profit organization.
Portfolio Manager & Investment Advisor
PFP®
CFA
With over 17 years of financial services and investment experience, Joe is actively focused on providing comprehensive wealth management solutions to individuals and families, businesses, estates and trusts, and charitable organizations. As a Portfolio Manager with TD Wealth Private Investment Advice, Joe is committed to providing a high level of personalized service for his clients.
Our role is to not only build a customized investment portfolio for clients, but to also create a fully integrated plan by having the appropriate professionals brought in to apply their specialized knowledge to each situation. This includes expertise in tax and estate planning, insurance, banking, and credit. Collaborating with TD specialists is crucial to the evolving needs of our clients from the accumulation of wealth to the preservation and transitioning of their wealth through every stage of their life.
Joe is a graduate of Clarkson University at Potsdam, NY with a Bachelor of Science degree in Financial Information Analysis. He has worked on Wall Street with companies such as Bear Stearns and J.P.Morgan where he served institutional clients. Joe is a CFA® charterholder and also holds the Personal Financial Planner (PFP®) designation. Additionally, Joe is a Life Insurance Advisor through TD Wealth Insurance Services and is a Portfolio Manager in the provinces of British Columbia, Ontario, Manitoba, Northwest Territory, Saskatchewan, and Quebec.
Outside of work, Joe enjoys spending time with his wife Maria and children Michael and Emilia. He also plays a variety of recreational sports including golf and softball.
English
Clarkson University, Potsdam, New York - Bachelor of Science, Financial Information Analysis
Administrative Associate
Administrative Associate
As a Administrative Associate, I perform a leading role within our team to ensure the administrative and day to day support which is provided to you is comprehensive and efficient. I will provide you, our client, with dedicated administrative and specialized support. I am committed to delivering legendary client experiences with courtesy, discretion, and professionalism.
Administrative Associate
Administrative Associate
As a Administrative Associate, Laura provides dedicated administrative and specialized support to you, our client, as well as the rest of the team. In her role, she acts as the primary contact with regard to account administration and day to day client inquiries or issues. Outside of work, Laura enjoys staying active and spending time with her husband Graham and German Shepherd, Pochita.
Additional TD Specialists
Business Succession Advisor
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.