Meet The Team
Senior Investment Advisor
CFP®
FMA
Whether you own a business, farm or are a busy professional, Dwayne will help ensure that your wealth plan addresses both your present and future tax planning opportunities. He will also collaborate with you and relevant specialists to help ensure that your corporate structure is optimally set up and strategically aligned to your business succession goals.
With over thirty-five years' industry experience, Dwayne feels that he is well known for his commitment to providing high levels of service and investment planning that can help clients reach their life goals.
Outside the office you can find Dwayne and his wife Colleen spending time with their adult daughters Erika and Hilary. They also enjoy spending time at their Candle Lake cabin throughout the four seasons either boating or sledding, when not mowing grass or blowing snow at their Saskatoon acreage.
Client Relationship Associate
Client Relationship Associate
We recognize the importance of ongoing communication and fostering personal relationships. Aman will get to know you and your family so she can help you build a plan that is tailored to your goals.
Aman enjoys spending her free time with her husband Harmeet and two children – Tj and Guneet. She enjoys gardening, going for walks and stretching. You will often find her listening to music while enjoying a nice cup of tea on her deck.
Client Service Associate
Client Service Associate
Dana works closely with Dwayne and is integral to the legendary client experience they endeavor to provide to each client. She implements and manages processes unique to each individual and focuses on their needs.
Dana and her partner, Mark, love hanging out with their two dogs and four cats, and their blended family of adult children - Sierra, Emma and Caleb. Summers are spent at the dirt bike track and winters are spent attending philosophy lectures.
Manager Client Service
B Comm.
FMA
FCSI®
With the addition of Dana to our team, Tracie's main focus is marketing, whether that be ensuring the website is up-to-date, planning client events, or sending out client communications.
Tracie grew up on a farm just south of Saskatoon and enjoys going back to visit family. She enjoys spending time outdoors, and honing her iPhone photography skills.
Additional TD Specialists
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.
Private Trust Manager
Private Trust Manager
Your Trust Officer with TD Private Trust provides a full range of Estate and Trust services that includes supporting you with your Will and Power of Attorney for property (POA) planning needs where The Canada Trust Company will act as your executor or attorney, and assisting you when you act as attorney or executor for a family member or friend. Your Trust Officer focuses on building long lasting relationships with you and your loved ones by providing continuity during the implementation of your financial and estate plan. From planning through administration, your Trust Officer supports you in creating a lasting legacy.
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.
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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.
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.
