Meet The Team
Client Service Associate
Client Service Associate
With 30+ years' experience in financial services, Christie is a Client Service Associate and is committed to providing clients with exceptional service and experience. Christie started at TD Canada Trust (Canada Trust) when she was a student, thinking that it would be a great summer job. But she quickly learned that TD is the company where she wanted to pursue her career. Day-to-day administration of clients’ accounts and inquiries, and providing back-up support when needed by other team members is the essence of Christie's role. Christie is a key member of the team and will constantly strive to support the advisory team, in order for them to focus their attention on and provide their expertise to our clients ~ who matter most.
Christie and her husband, Joel, live in Guelph, with her mother. They have 4 children, and a dog named Tash. They welcomed their first grandchild, Aria to the family in November 2020. Christie loves spending time with her family - cooking for them, playing games, taking the dog for walks, and volunteering in the community.
Client Service Associate
Client Service Associate
Ramona joined our team in March 2020 and brings with her over ten years of experience from TD Canada Trust where she excelled in providing exceptional client service. She has held many roles such as Customer Service Representative, Customer Relations Coordinator, Financial Services Representative and most recently, Financial Advisor. Knowledgeable and detail orientated, Ramona provides dedicated support in the daily management of your accounts and serves as the primary contact for any of your enquiries for administrative and product support. Ramona is a honours graduate of Wilfrid Laurier University's Bachelor of Arts program. Ramona and her husband, David, live in Guelph, with their two children Alden and Taya. They enjoy spending time together by going for walks, bike rides, playing board games and cooking.
Administrative Associate
Administrative Associate
Having had the privilege of taking time to raise her family, Jennifer joined TD Wealth in February 2020. She brings 10+ years of financial service experience in roles including Customer Service Representative, Customer Relations Administrator and Financial Services Associate. She is committed to providing clients with exceptional customer service while supporting their day to day administrative needs. Jennifer attended Humber Collage achieving a diploma in Business Administration.
Jennifer and husband Steve, live in Milton, ON along with their four children. They enjoy spending time together at the family cottage in the summer and at the hockey rinks during the winter.
Additional TD Specialists
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.
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.
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.
