Meet The Team
Associate Investment Advisor
CIM®
Ivan is the co-leader of the Thomson Mitar Wealth Management team. He brings years of experience to working with our clients to create and implement investment strategies, focusing on building custom portfolios, securities analysis and financial planning. By getting to know our clients, Ivan makes sure his advice is always guided by their individual financial objectives, risk tolerance and the latest research.
Ivan holds the CFP® and CIM® designations.
Associate Investment Advisor
Associate Investment Advisor
Evelyn has been meeting the needs of clients for more than 25 years and has been a pillar of our team since the very beginning. Her commitment to client service and her sharp financial insight guided her career from the retail branch network to her role as Associate Investment Advisor. We believe that our clients value Evelyn's exceptional interpersonal skills and attention to detail when it comes to managing their day-to-day wealth needs.
Client Service Associate
Client Service Associate
Josh is the newest member to the Thomson Mitar Wealth Management team and has been with TD for many years. He has experience working within the retail branch network, as well as other divisions of TD. He continues to enhance his knowledge through professional development courses and designations. He is committed to ensuring our clients receive personalized support and timely answers to their questions.
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.
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.
