Meet The Team
Client Service Associate
Client Service Associate
Connie started working with TD Wealth Private Investment Advice in 2013, shortly after she immigrated to Canada from the United States. Prior to that, she taught elementary school for 19 years and spent two years as a contract specialist with the Housing Authority of the City of El Paso. Connie joined Mount-Royal Wealth Strategies Group in March 2019 where she focuses on listening to clients and providing them with exceptional service. She structures processes to create efficiencies that will assist the team in providing a full-service approach.
Connie studied Economics and Political Science at Yale University and graduated from the University of Texas at El Paso (UTEP) in 1988 with a Bachelor of Arts in Political Science. In 2004, she received a Master of Public Administration from UTEP and was a Pi Alpha Alpha inductee to the Global Honor Society for Public Affairs & Administration. She has the ability to execute trades on behalf of clients. She speaks English, French and Spanish.
Outside of work, Connie enjoys travelling with her husband – especially going to San Francisco and Brooklyn to visit their grown children – and is currently conducting genealogical research for a book she is writing. She likes trying new restaurants and taking long walks with her Australian Shepherd.
Administrative Associate
Administrative Associate
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.
