Meet The Team
Senior Portfolio Manager
Senior Investment Advisor
BBA
Associate Portfolio Manager
Senior Investment Advisor
CFA
MBA
Senior Portfolio Manager
Senior Investment Advisor
BA
Investment Advisor (Mutual Funds)
CFP®
CIM®
CEA
Client Service Associate
Client Service Associate
Richard Polk has worked in the industry since 1994 and joined our team in 2001. His main role is executing trades on behalf of clients, including contributions, withdrawals and any rebalancing required for each specific portfolio.
Richard graduated with a Bachelor of Commerce from Queen’s University in 1994. He holds the Certified Financial Planner (CFP®), Financial Management Advisor (FMA®) and Fellow of the Canadian Securities Institute (FCSI®) designations. He is also a Life Insurance Advisor with TD Wealth Insurance Services.
In his time away from the office, Richard enjoys curling – he was a member of the Canadian Under 21 Curling Team and was the world silver medallist in 1991.
Client Service Associate
Client Service Associate
Laura Hageman began her career in the industry in 1987 when she started working with Glenn Bechtel as a Branch Administrator/Sales Assistant at ScotiaMcLeod. She moved to TD Wealth Private Investment Advice with Glenn and Brian in 2001. Laura is responsible for overseeing our day-to-day operations, including opening new accounts, preparing materials for client reviews, responding to client inquiries, implementing policies and procedures, and monitoring the team.
Laura graduated from Metzler’s Business School in 1987 with a secretarial diploma and has completed the Canadian Securities Course and the Conduct and Practices Handbook Course with the Canadian Securities Institute. In recognition of her exceptional leadership skills and initiative, she was honoured with the TD Star Award* in 2018.
*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.
Associate Investment Advisor
Associate Investment Advisor
Jonathan joined our team in February 2018 and has quickly become a valuable member. In addition to handling all client requests for the disbursement of funds, he assists with account openings and other administrative duties. Jonathan has also developed and implemented a number of process and tracking methods for various aspects of our business, including transfers, contributions and service models.
After earning his Bachelor of Sport Management (Honours) from Brock University in 2016, Jonathan enrolled in a post-graduate program in Financial Planning at George Brown College from in 2017 and made the Dean’s Honour List. He completed the Canadian Securities Course and Conduct and Practices Handbook Course and is currently working on the Wealth Management Essentials Course with the Canadian Securities Institute. Jonathan is also a Life Insurance Advisor with TD Wealth Insurance Services.
In his time away from the office, Jonathan likes to get out in nature hiking with his dog, Mya. He also enjoys history and reading.
Associate Investment Advisor
Associate Investment Advisor
Rileigh joined the team in 2020. She has been part of the TD Wealth team for several years and has provided administrative support to the branch and other advisory teams. She has quickly fit in with our team and our philosophy of offering exceptional customer service. She is a graduate of the University of Ottawa and holds a certificate in Entrepreneurial Business Management from Loyalist College.
Additional TD Specialists
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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.
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.
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.
