George Marsh, CFP®, CIM®, FMA

Portfolio Manager and Senior Investment Advisor

Helping business owners and high-net-worth families build, organize, and protect their wealth.

George is a founding advisor of Bytown Wealth Management and has worked in the financial services industry since 2000. He specializes in the technical side of wealth management, including discretionary portfolio management.

George works with business owners, professionals, and high-net-worth individuals and families whose financial lives involve multiple moving parts. As Portfolio Manager, he holds direct discretionary authority over client accounts, managed within each client's agreed-upon risk profile and goals, and coordinates with a client's accountants and lawyers to bring every part of the picture together. Whether someone is untangling a scattered portfolio, protecting a legacy through proper estate and insurance planning, or preparing to sell a business, George brings the depth needed to turn that complexity into a coordinated plan, engaging TD specialists when needed.

Victoria Ungeitis, CIM®

Senior Investment Advisor

Helping high-net-worth individuals and families stay connected to their wealth plan, so they can focus on enjoying their lives.

Victoria works with George to lead the Bytown Wealth Management team, overseeing client relationships with a focus on wealth planning. She brings over a decade of industry experience to her work with clients on trading and investment decisions, and coordinates with the other professionals in their lives to help keep their overall plan aligned.

Victoria works alongside clients through every stage of life, including pivotal moments like a business sale, a retirement, or a transition between generations. She takes a multi-generational approach, welcoming the children of high-net-worth families into the planning process early on, and pays close attention to the details that matter most in every client relationship.

Brad Myers, PFP®

Associate Investment Advisor

Brad works mainly with clients approaching retirement who need a long-term plan in place. He started in capital markets in 1997 and has since focused his career on high-net-worth individuals and families, developing a deep understanding of their financial needs along the way.

Brad builds properly structured portfolios designed to support a client's retirement plan, addressing investments, estate planning strategies and alternative investment solutions. He is licensed to advise on and trade options.

Charles Adams, CFP®

Associate Investment Advisor

Charles works mainly with high-net-worth seniors and families focused on growing and protecting their wealth, with a particular focus on condo corporations. He has worked in the financial services industry since 2007 and joined TD Wealth Private Investment Advice in 2015, bringing extensive capital markets experience to his work with clients.

Charles builds long-term financial plans that address investment, retirement and education planning, giving clients a clear strategy alongside their day-to-day investment needs.

Jake Easby

Client Relationship Associate

Jake works closely alongside George, helping manage the day-to-day operations behind client relationships and portfolios. He is investment management and wealth planning focused, helping build customized investment solutions that reflect each client's goals.

Jake brings a responsive, thoughtful approach to every client interaction, staying a step ahead of what's needed and working to make each part of the process as smooth as possible.

Miranda Stewart

Client Service Associate

Miranda takes the guesswork out of what happens behind the scenes, supporting Victoria closely and guiding clients smoothly through onboarding, transfers, and tax season questions along the way.

Miranda brings a prompt, articulate, and genuinely warm approach to every client interaction, taking the time to remember the small details that make each relationship feel personal. That attentiveness and follow-through are at the center of how she works.

Julie Noseworthy

Client Service Associate

Julie supports clients with account administration, handling transfers, contributions and registered account rollovers, and managing meeting logistics, along with general account questions. She's always ready to help wherever it's needed, and brings 18 years of experience with TD, including several years in retail banking roles before moving into wealth management, giving her a broad base to draw on for almost any account question that comes up.