Meet The Team

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.