Meet The Team
Associate Investment Advisor
CIM®
BA (Hons)
As an Associate Investment Advisor for The SCOTT Investment & Wealth Advisory Team, Trevor has over 5 years working in the financial industry and has experience working with high net worth clients across 3 banks in 2 countries. Trevor holds the Chartered Investment Manager (CIM®) designation qualifying him to evaluate and manage all aspects of a client’s investment portfolio.
Trevor has completed courses through the Canadian Securities Institute, including the Canadian securities course, Wealth management essentials and Portfolio Management Techniques. Trevor's experience and his credentials qualify him to handle investment related issues, including the implementation of portfolio changes in clients' accounts.
Administrative Associate
Administrative Associate
Obinna is your primary contact with regards to account administration and day-to-day client inquiries.
Obinna has a background in wealth operations with 5 years of experience at TD and holds multiple industry relevant certifications making him a valuable part of our team. Obinna is committed to providing courteous, knowledgeable and timely service to help our clients achieve their financial goals.
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.
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.
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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.
Trust Officer
Trust Officer
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.
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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.
