Meet The Team
Investment Advisor
CFP®
Colin has been with TD Bank Group since 2011 in roles from Retail Branch Manager, Senior Financial Planner and now Investment Advisor with TD Wealth Private Investment Advice. His years of experience and knowledge has assisted many clients in achieving their versions of financial success. Colin believes in taking a financial planning approach first prior to making any investment recommendations. There are endless paths to lead you to your goals and he feels understanding what those goals are take first priority. After his thorough discovery process, he will tailor an appropriate investment portfolio that with active management will keep evolving with your life and as well as financial markets.
Colin is able to help breakdown complex financial issues into easy-to-understand steps. He has completed the Investment Funds in Canada, Canadian Securities Course and Certified Financial Planner (CFP®) designation. In his free time, Colin enjoys spending quality time with his wife and twin daughters, mountain biking, playing baseball, and boating in his hometown of Penticton. Having been an auxiliary member of the Penticton Fire Department for 7 years he obtained his Firefighting 1001 and 1002 through the Justice Institute of British Columbia certifying him for full structural firefighting and instructing.
Client Service Associate
BBA
Jade joined TD Wealth in 2019 after graduating from Okanagan College with a Bachelor of Business Administration as a Finance major.
Jade has completed the Canadian Securities Course and Wealth Management Essentials Course. She is dedicated to providing exceptional service to our clients in their wide range of needs.
She enjoys the discovery process of getting to know our clients and learning how we can develop and implement strategies to help them achieve their life goals.
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.
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.
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.
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.
