A licensed investment representative with a high degree of professionalism and keen attention to detail, Heather is credited with delivering legendary client service, managing our administrative hub and performing many other tasks. Her responsibilities have expanded several times since joining our team in 2013. Heather won the TD STAR Award for the Atlantic Region in 2016 which is given by TD to employees who maintain a high level of professional business conduct and integrity throughout the year as well as demonstrates excellence in their field. Heather has completed the Canadian Securities Institute's Canadian Securities and Conduct and Practices Handbook Courses and holds a Bachelor’s degree in Recreation from Dalhousie University (no wonder she brings the fun in any situation!). Heather truly enjoys every opportunity to entertain family and friends and finds pure joy in any time spent with her teenage son McAulay and husband Peter.

Nan joined our team in 2015 after gathering a tremendous knowledge base working in the retail arm of TD Bank as a Financial Advisor for almost 20 years. During this time, Nan was a six-time Regional Champions Award Winner, which earned her the exemplary Emerald Award*. Nan has completed the Canadian Securities and Conduct and Practices Handbook Courses through the Canadian Securities Institute, and is licensed as an investment representative. Our team and our clients benefit from Nan's legendary service skills, comprehensive approach and excellent attention to detail. An active member of her community, Nan enjoys time spent with friends and family. She and her husband Paul are very proud parents and grandparents.

*The Regional Champions Club program rewards and recognizes the top 8% of the Branch employees across the country for their outstanding performance by living TD's Shared Commitments. Employees are inducted into the Emerald Club once they have been Regional Champions 5 times.

A valued and astute member of our team, Bob joined us in 2016 with extensive knowledge of business and taxes from his 35-year career as a Chartered Accountant and Managing Partner at Grant Thornton. Bob enhances our ability to create comprehensive, customized wealth strategies through his efficient tax-planning investigation, which helps him to identify estate planning opportunities and develop extensive wealth plans. He holds a Bachelor of Business Administration from Acadia University. A very active contributor to his community, Bob enjoys several volunteer pursuits. You can also find him spending time on the golf course and playing hockey. Bob and his wife Judy are proud parents of two adult daughters.