Meet The Team
Senior Investment Advisor
Senior Investment Advisor
Agnes enjoys taking complex financial terms and concepts and simplifying them for our clients. She has a particular affinity for working with women and making their money make sense. Agnes has held numerous advisory and management roles during her 20+ years with TD Bank Group across South Western Ontario. In addition to her Honours Bachelor of Commerce degree from the University of Guelph, she holds the Chartered Investment Manager (CIM®) designation and brings extensive knowledge and experience in investment management and wealth planning and a passion for fostering strong relationships with clients to help them achieve their financial goals.
Agnes speaks English and Polish fluently. She volunteers for Junior Achievement and formerly served on the Board of Directors for the Kiwanis Club of Cambridge. In her spare time, Agnes enjoys spending time with her spouse Dan and teenage son Matthew. Travel, soccer, and golf are the family’s big passions. As a former soccer player who had to stop playing after an injury, Agnes stays connected to the game by cheering on her son at his games.
Client Service Associate
Client Service Associate
Peggie has supported our team with distinction for over five years. Her experience in the financial services industry spans more than 30 years and includes administrative, accounting and audit roles in both personal and commercial banking. Peggie has been with TD since 1994.
It is clear to everyone around her that Peggie loves what she does, is deeply committed to client service excellence and cares about the success of all our clients and team members
Client Relationship Associate
Client Relationship Associate
Brendan joined TD Wealth Private Investment Advice in 2021 after working with TD Direct Investing to support the Kitchener/Waterloo area. His primary focus is on preparing and updating financial plans and retirement projections.
Brendan earned a Bachelor of Arts in Economics with a minor in Environmental studies from Wilfrid Laurier University and holds the Certified Financial Planner (CFP®) designation.
In his spare time, you will find Brendan at the hockey arena in the winter and golf course in the summer. When at home he enjoys spending time with his girlfriend, Kristen, and their dog, Bernard (Beans).
