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Associate Portfolio ManagerSenior Investment Advisor
Working together to help you achieve what truly matters to you
Christie and her team believe in providing unquestionable value for her clients through an unparalleled service offering. She creates customized, tax efficient solutions to help maximize the net worth of the families that she manages. She believes in creating personalized investment plans that are focused on stable and steady growth.
She is committed to taking a proven, process driven approach with the families she cares for to ensure a thorough understanding of their goals and objectives before creating tailored wealth solutions.
By working with Christie and her team you will experience highly responsive and dedicated service with meticulous attention to detail. They communicate regularly and proactively with families because their top priority is to keep an open dialogue to build trust and long-lasting relationships. Her team utilizes and collaborates with TD specialists in retirement, estate and tax planning to focus on 11 key wealth management areas to build, preserve and transition wealth. Her team supports families every step of the way to provide expertise and experience to handle even the most complex needs.
Christie has been working at TD Wealth's Whitby office since 2007 shortly after graduating from the prestigious Richard Ivey School of Business with an Honours Business Administration degree (HBA). Previous work experience includes working at various accounting firms performing audit, corporate tax and forensic accounting.
Christie and her husband, Ryan, have 2 rambunctious sons and 2 sweet rescue dogs. Community involvement and giving back is an important priority to Christie and she is serves on her local hospital's Finance, Audit and Risk Committee. In her spare time, she enjoys pilates, the performing arts and travel.
Branch Office: (905) 665-8583
Branch Fax: (905) 665-8029
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Passing on your Wealth
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business Succession Planning
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
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