Meet The Team
Client Service Associate
Client Service Associate
Connie's career with TD Wealth Private Investment Advice began in 2012, shortly after she immigrated to Canada from the United States.
In the US, she studied Economics and Political Science at Yale University, later graduated from the University of Texas at El Paso (UTEP) in 2004 with a Master of Public Administration, and was a Pi Alpha Alpha inductee to the Global Honor Society for Public Affairs & Administration. After careers in public education and public administration in the United States, she joined TD as a Client Service Associate, working directly with clients to provide them with exceptional service. Her functions also involve structuring processes to create efficiencies that will assist the team in providing a full-service approach. Connie is able to execute trades on behalf of clients. She speaks English, French and Spanish.
Outside of work, Connie enjoys travelling with her husband – especially to San Francisco and Brooklyn to visit her grown children – is currently learning Korean and is also conducting genealogical research for a book she is writing. She loves Mexican food, art house movies and dog sitting.
Administrative Associate
Administrative Associate
Argy began working at TD Canada Trust part-time in October 2023 while completing her Bachelor of Commerce in Finance at John Molson School of Business. After graduating in May 2025, she joined TD Wealth Private Investment Advice in August 2025, where she is continuing to grow her experience in financial services. She has completed the Canadian Securities Course (CSC). She speaks English, French, and Greek.
She is currently a Chartered Financial Analyst (CFA) candidate, further strengthening her knowledge of financial markets and investment principles.
On a personal level, Argy was a competitive figure skater for most of her life before stepping away during the pandemic. She now enjoys training for half-marathons and spending time with family & friends, as well as travelling to Europe to visit relatives.
Additional TD Specialists
Wealth Planning Specialist
Wealth Planning Specialist
As a Wealth Planning Specialist on the TD Wealth Advisory Services team, I work collaboratively
with TD Advisors to assist clients in developing a Wealth Plan that is tailored to their goals and
reflects their vision for the future. I work with clients to provide comprehensive wealth strategies,
including determining retirement income needs, identifying tax and estate planning
considerations, leveraging personal life insurance strategies, and identifying tax-efficient
charitable giving strategies.
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.
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.
Private Trust Manager
Private Trust Manager
Your Trust Officer with TD Private Trust provides a full range of Estate and Trust services that includes supporting you with your Will and Power of Attorney for property (POA) planning needs where The Canada Trust Company will act as your executor or attorney, and assisting you when you act as attorney or executor for a family member or friend. Your Trust Officer focuses on building long lasting relationships with you and your loved ones by providing continuity during the implementation of your financial and estate plan. From planning through administration, your Trust Officer supports you in creating a lasting legacy.
