Meet The Team
Senior Investment Advisor
CFP®
FCSI®
CIM®
Helping Clients Make Better Decisions
I have spent the past 19 years advising my clients how to make informed decisions to build their wealth and manage their risk.
Investments are just one of the blocks that form the foundation of your retirement plan. With TD Wealth's team of Tax Planners, Trust Officers and Insurance Specialists, I have the capacity to further broaden the base of your plan and protect and grow the wealth you have worked so hard building.
We can be certain that the markets will continue to be volatile and legislation will continue to adapt. My team will help you navigate these changes and capitalize on opportunites to grow, enjoy, and pass on your wealth.
Every financial situation has its own unique challenges and opportunities; contact me to assess yours.
English
Supporter of United Way
Bachelor of Applied Science from University of Guelph
Certificate in Retirement Strategy from Canadian Securities Institute
Senior Investment Advisor
CFP®
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.
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.
Credentials
- 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
Family & community
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.
English
Supporter at United Way
Studied Honours Bachelor of Business Administration at Brock University
Certificate in Retirement Strategy with Canadian Securities Institute
Client Service Associate
Client Service Associate
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.
Administrative Associate
Administrative Associate
Additional TD Specialists
.jpg)
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.
Vice President, Philanthropic Advisory Services
Vice President, Philanthropic Advisory Services
If you're looking for a way to plan your giving more effectively and create a lasting legacy to support the charities that matter most to you, our philanthropic services provide access to the Private Giving Foundation, the first donor-advised fund program launched by a financial institution in Canada. Our TD specialist will work one-on-one with you and your family to incorporate philanthropy into your overall estate and wealth plans, and help you create a legacy that is meaningful to you.
.jpg)
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.
