Meet The Team
Investment Advisor
Investment Advisor
Hello, I'm Carrie, an Investment Advisor at TD Wealth Private Investment Advice. My passion lies in helping people to simplify the complex world of investment management by focusing on clear, actionable steps that help you achieve long-term financial security. Through personalized, one-on-one advice, I’ll work with you to create a detailed wealth plan and a comprehensive wealth management strategy tailored to your goals and values.
Over the past decade, I’ve traveled across Canada as executive for two major financial institutions and have met countless people who navigate their finances without the dedicated support they deserve. With over the past 25 years in the financial services industry, I will leverage my extensive background as an executive in HR and Branch Banking as well as my time as a commercial banking manager, and financial planner to offer a comprehensive wealth management approach.
My mission is to provide the stability, financial confidence, and personalized service that truly sets me apart from other advisors. If you, or someone in your life are looking for a trusted advisor to help guide your financial journey - I’d be honoured to help. Let’s connect and start building a brighter financial future together.
Additional TD Specialists
Private Trust Manager
Private Trust Manager
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.
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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.
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.
