Meet The Team
Senior Investment Advisor
B. Sc
Born in Sudbury, Ontario, Linda was raised in the Sonoran Desert, Arizona before returning to Canada and settling in the Niagara Region. Linda has run her own successful business, and been a teacher before finding her true passion in helping clients achieve what truly matters. Linda is a Senior Investment Advisor and is also a Life Insurance Advisor through TD Wealth Insurance Services. However, it is her dedication to providing Essential, Extensive and Exceptional service and solutions to all her clients that stands out. Linda prides herself on ensuring every client is treated as an individual and solutions are tailored to their unique goals and needs. When Linda is not working she enjoys gardening, pets, motorcycling/ATVs, family and being active in the community.
English
Italian
Niagara University - Lewiston, NY
Wharton School of Business, Securities Industry Institute - Philadelphia, PA
Associate Investment Advisor
Associate Investment Advisor
Wendy emigrated to Canada in 2008 from London, England. She joined TD Wealth Private Investment Advice in 2011 as an Administrative Associate and earned her Associate Investment Advisor title in 2018. Wendy is also a Life Insurance Advisor through TD Wealth Insurance Services. It is her passion for client service that has made her such an asset to TD Wealth Private Investment Advice. This, together with her experience and wealth planning skills, makes her a valuable member of the team. When not working Wendy practices mindfulness, enjoys yoga, long walks, reading, meditation and community events.
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!
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.
