Meet The Team
Associates
Administrative Associate
Administrative Associate
Ajay strives to provide excellent service to all of the Bayswater Group clients. Ajay will be completing his Bachelor's in Business Administration (BBA) with a concentration in finance and accounting at Simon Fraser University in 2023. Next up for Ajay is obtaining his Chartered Financial Analyst credentials (CFA). Also, fluent in Punjabi and Hindi, Ajay looks forward to assisting all client inquiries and assisting the team in daily operations. During his free time, Ajay enjoys exploring the outdoors with Stella who is a Rhodesian Ridgeback and loves toReadRead more content start more content start travel to warm destinations.
Client Service Associate
Client Service Associate
Joanna is committed to helping to deliver exceptional service to the clients of the Bayswater Group. Before joining us, Joanna worked as a Client Service Associate with another wealth advisory team at TD Wealth Private Investment Advice. She is a graduate of the University of British Columbia.
Fluent in Mandarin and committed to ongoing professional development to help ensure an exceptional client experience, Joanna assists with the group's day-to-day operations, answering account-related inquiries, performing portfolio management support, and preparing forReadRead more content start more content start meetings and reviewing portfolios.
In her time off, Joanna is interested in travel and snowboarding.
Additional TD Specialists
.jpg)
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.
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.
.jpg)
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.
.jpg)
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.
.jpg)
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.
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.
