Meet The Team
Client Service Associate
Client Service Associate
Simon uses his analytical background to perform analysis across our book of business. He assists AJ and Andrew in reviewing and rebalancing client portfolios by using tools he's created to efficiently perform single portfolio rebalances to book wide portfolio analysis.
Simon graduated with a Bachelor of Science in Mathematics and Statistics from the University of Toronto and holds certificates from the University of Toronto School of Continuing Studies for Financial Analysis & Investment Management and Financial Trading & Options Strategies. He joined TD and our team in 2019, primarily assisting the team with securities, data and portfolio analysis. He is also a recipient of the TD Wealth Star* Award in 2022.
Outside of work, Simon is a PC enthusiast who keeps up to date on current technologies for PC and an expert in building custom PCs. He also enjoys playing guitar and singing in his spare time.
* The TD Star Award honours employees who have delivered exceptional results and demonstrated Star qualities – Service, Teamwork, Achievement and Results throughout the year. In addition, recipients have met challenging criteria by proactively driving improvements to productivity and efficiency, contributing to the business and developing and implementing key business strategies.
Client Service Associate
Client Service Associate
Our team's newest member, Silvia has worked in financial services since 2016. She holds Master in Business Administration, in FEI (Sao Paulo – Brazil) and has completed the Derivatives Fundamentals and Options Licensing Course (DFOL), Conduct and Practices Handbook Course (CPH®), and the Canadian Securities Course (CSC®).
Prior to join our team, Silvia was an Administrative Associate at Scotia Wealth Management, with the International Investment Advice Team for 6 years. She leverages this vast experience to help manage our administrative hub: opening accounts, organizing hedge fund documents, completing transfers and efficiently taking care of our paperwork. Silvia loves the challenge of getting to know our diverse clients and help address their unique requests.
After work, Silvia enjoys spending quality time with her husband, Charles and her 2 kids Laura and Gabriel. She also like to cook, play and watch movies.
Additional TD Specialists
Vice President, Philanthropic Advisory Services
Vice President, Philanthropic Advisory Services
If you're looking for a way to plan your giving more effectively and create a lasting legacy to support the charities that matter most to you, our philanthropic services provide access to the Private Giving Foundation, the first donor-advised fund program launched by a financial institution in Canada. Our TD specialist will work one-on-one with you and your family to incorporate philanthropy into your overall estate and wealth plans, and help you create a legacy that is meaningful to you.
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.
Trust Officer
Trust Officer
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.
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.
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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.
