Ainslie and Burrows Private Wealth Management Group

Directly after completing my university studies, I entered the financial services industry in 1998. Early on in my career, it was apparent I had a passion for helping families plan for their future well-being. I have a deep-seeded desire to help others succeed. I genuinely enjoy getting to know each client on an individual level, understanding their dreams and goals, so I can craft meaningful, custom wealth plans to help them achieve their aspirations for the future. As a Senior Investment Advisor at Ainslie & Burrows Private Wealth Management Group at TD Wealth Private Investment Advice, I can provide the full-service opportunities my clients deserve.

Our team is bonded by our strong family values, passion for our clients and complementary skill sets. With us, you’ll experience what a true team approach feels like.

   

I have been with TD for over 23 years. Advising high net worth clients on their investments within a well-developed plan is my specialty and has been my focus for the last 18 years. Each client is unique, which makes every day different. I love that aspect of my job; it keeps it interesting and personal. I am truly grateful for the connections and relationships I've made throughout my career thus far and appreciate our clients' trust in our process and advice.

• Certified Financial Planner (CFP)® designation - considered the standard for the financial planning profession worldwide. Professionals with this designation have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan they are confident in.
• Certificate in Retirement Strategy – a focused program on strategies for retirement planning: goals-based investing expertise, wealth conversion, tax strategies and structures, sustainable withdrawal rates and wealth protection.
• Studied Honours Bachelor of Business Administration from Brock University
• 23+ years of industry experience

 

On the personal side, I was born in England but moved to Canada at an early age. I have lived in the Niagara Region ever since. I am so grateful for my parents and my upbringing. I watched them work extremely hard and persevere through many challenges to keep a roof over our heads.  My strong family values and work ethic were inherited from them. I am incredibly blessed to have married my best friend, and we now have a beautiful family of our own. We have four active children, 2 boys and 2 girls that bring us a tremendous amount of joy. Our children are involved in basketball, soccer, volleyball and golf. Being able to watch them grow has been priceless.

I am involved in the community in many ways, with most of the time spent coaching soccer and sponsoring youth sports. Providing sponsorship to ease the financial burden of today's sports on families is something I feel is very important in creating a culture of unity and belief. I recently made the change to coaching a girls soccer team in Niagara that participates in the Ontario Player Development League – and I am enjoying every minute.

 

Ainslie & Burrows Private Wealth Management Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

I love my role as a Client Service Associate with Ainslie & Burrows Private Wealth Management Group at TD Wealth Private Investment Advice. I am proud of the close relationships I establish and maintain with our clients. While there is much work to be done on the administrative side, it is having this personal touch with our clients that fulfills and motivates me. Most of my day is spent serving the needs of our clients, leading administrative projects and ensuring our team has what they need to consistently deliver for our clients. I will always do my best to ensure you are happy, feel heard and are confident in the service and advice we provide.

I have been with TD for over 24 years and have worked with Robert and Lee at Ainslie & Burrows Private Wealth Management Group since 2015. Before arriving at TD Wealth Private Investment Advice, I worked through various TD branch banking roles, then on to Regional Sales Management. Having worked in various capacities and leadership roles throughout my career, I feel very comfortable in the financial services field.

I grew up in Port Colborne, lived in St. Catharines when I attended Brock University and settled down in Crystal Beach where I am currently raising my amazing teenage son and daughter. Outside of work, I enjoy swimming, paddle boarding, gardening and taking advantage of living on Lake Erie's beautiful south shore with my wonderful partner. I satisfy my sense of adventure by taking fun road trips and traveling to other countries; sometimes taking in a concert or festival. I dabble in karaoke, pottery and hip hop dance as well. I love giving back to the community by volunteering with local organizations and charities. Some of my most rewarding volunteer experiences have been with Prom Project Niagara, Habitat for Humanity and the Weekend to End Breast Cancer. I also had a lot of fun coaching our local baseball and ringette teams. I am a true people person which is why I love working with our clients.

I have always been passionate about helping people manage their money so they feel more secure in the day-to-day, and when they think about their future. It stems from my childhood as I grew up with very little. I took it upon myself to seek out education and good habits about this important part of life. From a young age, I had a knack for numbers. I always had a job, a budget and goals I was working towards. I wanted to be able to comfortably provide for myself and one day, my family. Now, together with this team, I get to apply that passion more broadly. I work diligently to make complex financial matters more easily understood and find it extremely rewarding to help families become financially capable and more confident in their future.

I love working, connecting and building strong relationships with people. Whether it is big or small, enhancing a client's experience genuinely brings me joy. After almost a decade of experience in the hospitality industry, I was excited to shift gears and join TD Wealth Private Investment Advice in 2021. Most of my day is spent responding to client requests, managing administrative projects and ensuring the team has everything they need. I pride myself in doing things in a timely and efficient manner and it feels great to be part of a team that shares similar values.
 
Outside of the office, I prioritize living a well-balanced life and am also a certified yoga instructor. I love gardening and growing my own food so I can make delicious and nutritious things in the kitchen for my husband and daughter. The kitchen is definitely the center of our home, and where we spend lots of time laughing and catching up with each other.