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Drawing on 30 years of financial industry experience, Cynthia translates her in-depth knowledge of investing and behavioural finance into investment and wealth strategies tailored for TD Wealth Private Investment Advice (TD Wealth) clients – developed to help them meet their personal goals for themselves and their loved ones - and leads a team of accomplished advisors in The Kingsway to meet the needs of high-net-worth and ultra-high-net-worth families and business owners.
Cynthia provides commentary as a guest on Business News Network (BNN), MoneyTalk and has appeared on CNBC's Closing Bell. She has been quoted in publications on a wide range of investing topics, including savings & investment strategies for retirement as well as money taboos.
Cynthia is an inaugural member of TD's Women in Leadership Advice Council, and she loves to foster opportunity and talent within TD Wealth and the financial advice industry by being an active coach and mentor.
Cynthia’s previous roles include VP at TD Asset Management, and Director for Corporate Finance and Company Reporting at the Toronto Stock Exchange.
Cynthia is a Chartered Financial Analyst, Portfolio Manager and Certified Retirement Specialist as well as a Certified Professional Consultant on Aging (CPCA)®. Cynthia also holds a B.Comm from Carleton University. She was awarded the University Medal in Commerce by Carleton in 1991.
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Women United (United Way of Greater Toronto, serving Peel, Toronto and York Region) Member of Cultivation Committee, Kingsway Business Improvement Association Board Member
Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.
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.