Meet The Team
Senior Investment Advisor
B.Sc.
As a Senior Investment Advisor, my mandate is to help you preserve and grow your wealth though tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. I will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals.
English
Italian
Niagara University - Lewiston, NY
Wharton School of Business, Securities Industry Institute - Philadelphia, PA
Administrative Associate
Administrative Associate
Harrison graduated from Brock University with a degree in business and Georgian College diploma in Entrepreneurship. Immediately after his post-secondary education he joined a Toronto company in a high paced sales job before deciding on a future in the financial industry. For the past 18 months Harrison has gained knowledge and experience at another financial institution and received several awards.
In his spare time he enjoys seasonal outdoor activities, like snowboarding, golf and camping!
Client Relationship Associate
BBA
Lucas began his career with TD Bank as a Teller in 2019. Following the completion of his Bachelor of Business Administration Degree from Brock University in 2021, he made the transition to TD Wealth Private Investment Advice. Lucas is also a Life Insurance Advisor through TD Wealth Insurance Services. Lucas has a passion for connecting with clients to understand their needs and deliver personalized client service. He places great value on the importance of client relationships, teamwork and reliability. Lucas considers himself a prompt, flexible and client-focused individual with a strong work ethic. Lucas's experience in both TD branch banking and TD Wealth Private Investment Advice, makes him a valuable member of the team. When not working Lucas enjoys daily exercise and engaging with sports like golf, hockey and football.
Additional TD Specialists
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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.
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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.
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.
Vice President, Philanthropic Advisory Services
Vice President, Philanthropic Advisory Services
If you're looking for a way to plan your giving more effectively and create a lasting legacy to support the charities that matter most to you, our philanthropic services provide access to the Private Giving Foundation, the first donor-advised fund program launched by a financial institution in Canada. Our TD specialist will work one-on-one with you and your family to incorporate philanthropy into your overall estate and wealth plans, and help you create a legacy that is meaningful to you.
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.
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.
