Meet The Team
Investment Advisor
F.Pl. / Pl. Fin.
Having been in the finance industry for fifteen years, Sergio has a wide array of experience that can help clients in many aspects of their financial situation.
In an effort to offer a holistic approach and optimize the overall situation of his clients, he teamed up with Jason Knowles, Investment Advisor, in 2014.
With your financial plan in hand, you may have a better outlook on your situation and he will provide the steps required to help achieve your financial goals, be it preparing for retirement or any other goal that is important to you.
His commitment is to be there for you, to accompany you in the execution of your plan.
Investment Advisor
Investment Advisor
As a dedicated Investment advisor, Jason puts your need first. His team agrees that he owes his success to hard work and perseverance.
He has been in the finance industry for over 15 years and he had the opportunity to work at different firms which equipped him with the invaluable expertise to develop comprehensive investment solutions for different types of investors who appreciate his broad range of knowledge. His designations from the Canadian Securities Institute allow him to offer a great variety of investment products to his clients.
In order to adopt a holistic approach and optimize the overall situation of his clients, he teamed up with Sergio Angelo, Investment Advisor, in 2014.
Jason is a family oriented man, passionate about helping people and dedicates himself to manage your assets as he would his own family.
Client Service Associate
B.A.A
Isabelle Marineau has been working in the field since 2006 and joined TD in 2012 as a Client Service Associate of the Angelo-Knowles Wealth Management Group.
She is responsible for account administration, marketing and adviser support. She is versatile, efficient and likes to offer customers a professional and personalized service.
Holder of a Bachelor of Business Administration degree from École des Hautes Études Commerciales (HEC), Isabelle successfully completed the Securities Trading Course (CSC), the Conduct and Practices Handbook Course (MNC). ) and the Fundamentals of Wealth Management (NEGP) through the Canadian Securities Institute.
Additional TD Specialists
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of TD Wealth Insurance 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.