Meet The Team
Senior Investment Advisor
FMA
CIWM
FCSI®
I have been in the industry since 1994. Over the years, I have developed my knowledge base, experience and service capabilities to help business owners define and realize their vision for their wealth.
I began my career in Corporate Finance, followed by roles in private client wealth management, where I deepened my understanding of both high-net-worth wealth management and the financial challenges faced by business owners. I’ve been an Investment Advisor for 21 years, and came to TD Wealth Private Investment Advice to form Cooper Strategic Wealth Advisory in 2007. I now deliver comprehensive services for business owners, many of whom require guidance through the lifecycle of their business and transitions like retirement.
Among my educational and industry accreditations are some of the highest available to advisors: Canadian Investment Manager (CIM), Fellow of Canadian Securities Institute (FCSI®), Financial Management Advisor (FMA), and Certified International Wealth Manager (CIWM). I also completed the Certified Retirement Specialist (CRS) program.
Associate Investment Advisor
Associate Investment Advisor
Cynthia has worked in the private client wealth management industry since 1996. During this time she has serviced and managed the portfolios of retail clients. She holds the Financial Management Advisor (FMA) and the Fellow of the Canadian Securities Institute (FCSI®) designations.
Client Relationship Associate
CIM®
Irina is a graduate of the Schulich School of Business at York University with a finance and accounting background. With over thirteen years of experience in the banking/investment industry with both client facing and operational roles, she brings a new perspective to our team. Irina has worked alongside Financial Planners and Investment Advisors providing a high degree of customer service. She has completed the Canadian Securities Course (CSC), Derivatives Fundamentals and Options Licensing Course (DFOL), and Wealth Management Techniques (WMT). Irina has also obtained her Chartered Investment Manager (CIM®) designation.
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.
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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.
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.
