Senior Portfolio Manager
Senior Investment Advisor
CMT
BA
CIM
I received my B.A. in Economics from IJVIC in 1993, and joined Burns Fry shortly after graduation. I moved to Toronto in 1995 and subsequently joined TD Wealth in 1997. In addition to holding the Canadian Investment Manager designation and completing the Canadian Options Course, I obtained my Certified Market Technician designation in 2001, being only the 13th Canadian to hold the designation at that time. I am also a Life Insurance Advisor with TD Wealth Insurance Services.
Over the past 25 years, I have grown Farrell Wealth Advisory Group to provide financial advice to 135 families, with assets under management in excess of 450 million dollars as of March 31, 2022. Our clients have diverse backgrounds and financial objectives, but what they have in common is that they expect a high level of value. We are committed to delivering that value with the four-pillar approach at TD Wealth: Build Net Worth, Implement Tax Efficient Strategies, Protect What Matters, and Leave A Legacy. By taking this approach we have a proven track record of helping clients achieve their goals throughout their financial lifecycle.
When I am not at work, I enjoy a variety of different sports activities including: gym, Brazilian Jiujitsu, golf.
Farrell Wealth Advisory Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Associate Investment Advisor
CIM®
Associate Investment Advisor
CIM®
Priscilla received her Bachelor of Arts (Honours) majoring in Heath Studies and minoring in Psychology from Queen's University in Kingston, Ontario in 2010. She completed the Canadian Securities Course and the Conduct and Practices Handbook Course in 2013 and obtained her Chartered Investment Manager designation in 2018. She is also a Life Insurance Advisor with TD Wealth Insurance Services.
Priscilla started working at TD Canada Trust in 2012 and began working with Ian in 2013 when she joined TD Wealth Private Investment Advice as a Client Service Associate. She was promoted to Associate Investment Advisor in 2021.
Outside of work, Priscilla enjoys travelling.
Client Service Associate
Client Service Associate
Princess received her Bachelor's degree in Accounting in the Philippines in 2013 and completed Ontario Graduate Certificate in Big Data Analytics in Georgian College in 2019.
Princess completed the Canadian Securities Course in 2020 and the Conduct and Practices Handbook Course in 2021. She also completed the Derivatives Fundamentals and Options Licensing Course in 2022. She is currently enrolled in the CFA program.
Princess started her career in financial industry in 2013 as an auditor in the Philippines before moving to Canada in 2018. She joined TD Wealth as Administrative Associate in 2019 and became a trader at another major Canadian financial institution in 2021. She came back to TD and became a Client Service Associate with Farrell Wealth Advisory Group in 2022.
Outside of work, Princess enjoys baking.
