At Bench Wealth Management, we provide holistic solutions with integrity and transparency to high-net-worth families, trusts, corporations and medical professionals. Our goal is to fully understand our clients and build close, trusting relationships as we provide personalized, honest, straightforward advice.

Heather Campbell

Senior Investment Advisor

(905) 684-4687
Heather.R.Campbell@td.com

Having supported TD Bank Group clients since 1992, Heather draws on her extensive knowledge of the financial services industry in providing clients with solutions aligned to their goals.

Her experience gained from roles in financial planning, management and financial advisory positions, provides the framework for her leading role in the construction, and implementation of wealth strategies. Heather works closely with the other members of the team to help ensure that each client’s individual wealth management needs are met.

Heather has a Business Communications degree from Brock University. She also holds the Certified Financial Planner CFP® designation and is a Life Insurance Advisor with TD Wealth Insurance Services.

Heather has always lived an active life and worked in Niagara. Skiing and travelling with her family is her passion.

James Pakeman, CFP®

Senior Investment Advisor

(905) 685-7876
James.Pakeman@td.com

James (Jim) has been a member of the Canadian Institute of Financial Planners since 2003 and is also a member of FP Canada. During this time, he has worked extensively with high-net-worth families, trusts, corporations and medical professionals, where he focuses on managing their portfolios to help them meet their future personal goals.

To stay current with the ever changing and often complex investment environment, Jim continues his education in a graduate level curriculum that covers real-world investment analysis, portfolio management skills, and the practical knowledge needed in today's investment industry. It also emphasizes the highest ethical and professional standards.

Jim, his wife Nancy and four children call Niagara-on-the-Lake, Ontario home. Outside of work, James and his family are competitive water-skiers. He has been a member of the Canadian National Waterski team and enjoys sharing this passion with his entire family. During the winter months, outside of work he enjoys travelling and snow skiing with his family.

Bryan Gagnon

Centralized Client Service Associate

905-528-4233
bryan.gagnon@td.com

With over 15 years at TD and more than a decade specializing in TD Wealth, Bryan brings extensive experience and dedication to the role. Specializing in providing dedicated administrative support to clients, Bryan ensures smooth and efficient operations, reflecting a commitment to exceptional service. A graduate of Brock University with an Honours Bachelor degree in Business Administration, Bryan combines his academic knowledge with practical expertise to support and enhance client experiences.

Outside of work, Bryan enjoys being active and outdoors with his wife and two sons.

Bryan is ready to provide legendary experiences to the clients of the Bench Wealth Management team so please feel free to contact him with your account administration requests.