Meet The Team
Client Relationship Associate
Client Relationship Associate
Since join TD in January 2011 I have progressed through various roles. I first started as a Visa Insurance Specialist and later joined the retail bank as a Customer Service Representative in Cambridge and London. The financial services knowledge and client service experience I have gained prepared me for my current role with TD Wealth Private Investment Advice as a Client Relationship Associate. I have been an integral member of the team since 2014 and have helped create a consistent and comprehensive client service framework. From graphs and spreadsheets to methodically responding to clients’ requests, I take pride in providing an outstanding level of service to our clients. When away from the office, I am either traveling all over Ontario visiting my family or staying close to home quilting, cross stitching or baking.
Client Service Associate
Client Service Associate
Additional TD Specialists
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.
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.
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.
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.
