Meet The Team
Investment Advisor
Investment Advisor
For over 36 years, Brian has helped individuals and their families navigate through the seemingly complex nature of investing and financial planning by simplifying the approach into a customized and meaningful process.
As a seasoned Investment Advisor, Brian has counseled his clients over the years to make informed decisions about their money and has provided meaningful financial planning and investment solutions to investors who place significance on the prudent growth of their wealth, as well as the protection of their assets and estates.
Brian graduated in 1978 from McMaster University in Hamilton with a Bachelor of Commerce degree, Magna Cum Laude and began his business career with Canada Trust before joining the investment profession in 1981. In August 2007, he joined TD Waterhouse PIA after a distinguished 26 year career with another major bank investment dealer.
Brian holds the Certified Financial Planner (CFP®) designation, the Chartered Investment Manager (CIM®) designation, the Elder Planning Counselor (EPC) certification, the Certified Professional Consultant On Aging (CPCA) designation, the Financial Management Advisor (FMA) designation, and is a Fellow of the Canadian Securities Institute (FCSI®).
He is also a holder of the Certificate in Retirement Strategy and the Certificate in Estate Planning & Trust Strategy and he is licensed as a Life Insurance Advisor with TD Wealth Insurance Services.
Associate Investment Advisor
CIM®
B Comm
Adam graduated in 2010 with a Bachelor of Commerce degree from the University of Guelph. He began with TD Canada Trust in May 2010 as a Customer Service Representative and quickly moved through the ranks to become a Financial Services Representative where he provided appropriate TD investment solutions and banking services for new and existing bank clients.
In May 2012 Adam moved to TD Wealth Financial Planning in Toronto and served as a Financial Planning Associate to two of Canada's top-ranked western-based Financial Planners.
While at TD, Adam successfully completed the Canadian Securities Course, the Conduct and Practices Handbook course and the Wealth Management Essentials course. More recently he has completed the Financial Planning Supplement course, a prerequisite program to the attainment of the Certified Financial Planner. He has also attained the highly-regarded Chartered Investment Manager (CIM®) designation. His previous banking and wealth knowledge, as well as the professional courses he has undertaken thus far have prepared him well for his current role as Associate Investment Advisor.
Client Relationship Associate
Client Relationship Associate
Jason graduated in 2012 from the DeGroote School of Business at McMaster University with a Bachelor of Commerce degree (B.Comm). While attending university, he worked part-time at TD Canada Trust in Hamilton as a Financial Services Representative and assumed a full-time position upon graduation. As an FSR, he provided appropriate TD investment solutions and banking services for new and existing bank clients.
While at TDCT, he also successfully completed the Canadian Securities Course and the Conduct and Practices Handbook course. More recently, he has successfully earned the highly-regarded Chartered Investment Manager (CIM®) designation.
In 2013, Jason joined Fidelity Investments in Toronto as a District Sales Associate responsible for providing mutual fund sales support and service to Investment Advisors in his team's territory. This vital role provided him with the opportunity to learn first-hand the technical and operational aspects of the mutual fund industry as well as gain an overall perspective of the investment industry in general.
In August 2014, Jason moved to TD Asset Management in Toronto to assume the role of Business Development Manager to one of the top wholesaling teams in the country. Throughout this experience, he appreciated the vital role he played and the responsibility he assumed in ensuring success in a team-based structure. Jason excelled in this position and further enhanced his knowledge and appreciation of the benefits that mutual funds can provide in private client wealth creation. His previous banking and wealth knowledge, as well as the professional courses he has undertaken thus far have prepared him well for his current role as Client Relationship Associate.
Client Service Associate
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No team would be complete without a highly qualified Service Assistant to troubleshoot problems and help clients with their administrative inquiries – and Brenda is exactly that. Brenda, who is fully licensed, is a graduate of Trent University with a B.Sc in Economics. She has past experience in pension, insurance account and brokerage administration and has been in the banking industry for thirty-three years. More specifically, she has been part of the TD Wealth Burlington office for fifteen years.
