Meet The Team
Portfolio Manager
Senior Investment Advisor
BBA
CIM®
As the team’s chief relationship manager, Brian keeps the lines of communication open with our valued clients who often span multiple generations. In addition, he contributes to our team’s portfolio management and security selection. Brian has worked in financial services since 1987 and has been providing customized wealth management solutions in Kingston for more than 25 years.
Brian earned a Bachelor of Business Administration in Finance from Bishop’s University. He holds the Chartered Investment Manager (CIM®) designation and is licensed as a Life Insurance Advisor with TD Wealth Insurance Services.
Outside of work Brian enjoys boating on Lake Ontario and the St. Lawrence River with family and friends, as well as playing hockey and skiing. He and his wife have two adult children and support charitable initiatives in the Kingston community.
Senior Investment Advisor
CFA®
MBA
BBA (Hons)
Peter leads portfolio modelling and business development for our team and also contributes to portfolio construction and security analysis. He began his banking career in 2002 and brings over 20 years of business experience to his work with clients. As a former executive with one of the largest publicly-traded companies in Canada, Peter offers a unique perspective into the needs and preferences of executives, professionals and business owners. He joined TD and the team in 2016.
Since 2004, Peter has been a Chartered Financial Analyst® (CFA®) charter holder – the globally recognized mark of distinction and the benchmark for measuring the expertise, experience and ethics of investment professionals. Peter graduated top of his class in Finance from Brock University in 2001 and earned an MBA from the Schulich School of Business at York University in 2009. He is also licensed as a Life Insurance Advisor with TD Wealth Insurance Services.
With six children of his own, Peter has actively fundraised for various children’s charities. He lives in Kingston with his family where he plays hockey and enjoys fitness and a healthy lifestyle.
Portfolio Manager
Investment Advisor
CIM®
B.A.
Glenn is the chief architect of portfolio strategy for our team and provides overall oversight. He has worked for major investment firms since 1987 and was a Branch Manager and Director at ScotiaMcLeod before joining TD in 2001. Glenn excels at taking a macro view of the world and each client’s situation before determining how their portfolio should be constructed.
Glenn graduated from York University with a Bachelor of Arts in Economics and holds the Chartered Investment Manager (CIM®) designation. He is also licensed as a Life Insurance Advisor with TD Wealth Insurance Services.
Away from the office, Glenn enjoys playing golf, fly fishing, and spending time with wife at their vacation home in Stanhope, PEI. He has two adult children and with his wife Roz is actively involved in fundraising for local community causes such as the United Way, Boys and Girls Club, and Hospitals in Kingston.
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 licensed as 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. He can also be found hanging out at the gelato store that he co-owns in downtown Kingston.
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
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.
Associate Investment Advisor
Associate Investment Advisor
Jamie supports modelling and analytical operations. He brings experience in private wealth management, along with formal qualifications in socio-political and macroeconomic analysis. He holds a Graduate Diploma in Business from Queen’s and a M.S. degree from the University of Edinburgh.
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.
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.
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Business Succession Advisor
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
Executive Trust Officer
Executive 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.
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.
