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Meet The Team

Additional TD Specialists

Jason Uppal

Business Succession Advisor

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Jason Uppal

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.

Tax and Estate Planner

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Winston Tuttle

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.

Evan Carson

Senior Investment Advisor

(780) 448-8422

18817 Stony Plain Rd NW, Unit 302
Edmonton, AB T5S 0C2 Map

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Evan Carson

(780) 448-8422

18817 Stony Plain Rd NW, Unit 302
Edmonton, AB T5S 0C2

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