Meet The Team
Senior Investment Advisor
Senior Portfolio Manager
CIM®
FCSI®
CIWM
As a Senior Investment Advisor and Senior Portfolio Manager with TD Wealth Private Investment Advice, Brian Jones has dedicated his entire 20-year career to helping people manage their wealth to achieve their goals and reach their dreams. As a wealth manager, Brian incorporates how the economy works with stocks and believes it’s important to walk each client through everything to help them interpret and understand their investments. He is an economist and an award-winning financial advisor committed to academics, a citizen dedicated to philanthropic causes who has raised over $2 million for his local community.
Brian is in the Canadian Securities Institute, a Certified International Wealth Manager, and a Canadian investment advisor whose skill and commitment to the field has garnered multiple awards, including Advisor of the Year in Canada by Advisor Magazine and being twice ranked as a Top 7 Portfolio Manager of the Year in Canada by Wealth Professional Magazine. He draws from his vast knowledge across the universe of finance and economics to deliver solid results for his clients. In addition to the insight gained through his experience in the field, he harnesses his knowledge from a cache of degrees and certifications. Brian holds a bachelor’s degree from UNB in economics and military history, and is a graduate of the SIFMA program at Wharton School of Business, Negotiation Essentials at Notre Dame Mendoza College of Business, Advanced Risk and Investment Management at Yale School of Management and a graduate of Authentic Leadership Development at Harvard Business School.
English
Bachelor of Arts in Military History & Economics from University of New Brunswick
Manager Client Service
Manager Client Service
Angela has a Bachelor of Commerce degree from Dalhousie University. Shortly after graduation from Dalhousie, Angela moved to Calgary where she worked on the Alberta Stock Exchange trading floor, which led her to begin her career in wealth management. She has completed the CSC (Canadian Securities Course), CPH (Conduct and Practices Handbook Course), and WME (Wealth Management Essentials). Angela has worked in the wealth management industry for over 25 years.
Client Relationship Associate
CIM®
Jonathan, who is from Saint John, graduated from the New Brunswick Community College in 2019 with a diploma in Investment Management. In the past 3 years of being with TD Wealth, he has continued his education by completing courses from the Canadian Securities Institute, currently pursuing the Chartered Investment Manager designation.
Before attending NBCC, Jonathan played junior hockey for 5 years in Ontario and Woodstock NB. Being a part of team sports has instilled many of his core values. Outside of the office he enjoys playing hockey, golf and being at the lake fishing.
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.
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.
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.
Trust Officer
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.
