Meet The Team
Investment Advisor
B.Comm. (Hons)
PFP®
As an Investment Advisor, my mandate is to help you preserve and grow your wealth though tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. I will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals.
Senior Portfolio Manager
Senior Investment Advisor
CIM®
As a Senior Portfolio Manager at TD Wealth Private Investment Advice, I look to provide investment strategies and informed advice for you and your family for generations to come. With a thorough understanding of your financial goals, I can offer comprehensive customized financial solutions, supported by the resources of one of Canada's largest and most respected financial institutions. Since I am also licensed as a Life Insurance Advisor with TD Wealth Insurance Services, I can also offer tailored wealth protection strategies to help you and your family achieve your financial goals.
As you know, “mass market” investment advice is not likely to reflect your unique goals and financial situation. I believe that developing a one-on-one relationship with you is the only way I can be sure of providing meaningful and effective guidance. My goal is to gain your loyalty and trust by providing custom-tailored advice that helps you to invest with confidence. I pride myself on delivering exceptional service and advice on income flow in retirement, tax minimization and the benefits of charitable giving. I am a graduate of York University, with a Bachelor of Science Degree and have been a proud employee of TD Bank Group since 2003.
Contact me today to learn more about the benefits of TD Wealth Private Investment Advice. You can be confident I share your goal of enhancing your financial success.
Senior Portfolio Manager
Senior Investment Advisor
CFP®
CIM®
I have 15 years experience as an Investment Advisor. My designations include: CFP®, PFP® and I have completed the Canadian Securities Course. I am a graduate of the University of Toronto Honours BA in Economics and Political Science. My investment philosophy is based on a moderate approach that endeavors to provide steady returns and reduced volatility. My client base consists of primarily pre-retired and retired individuals. I build comprehensive plans that address each family situation, and the ongoing changes that happen through life. There are 11 considerations that my plan is built around. Together, we take a look at each consideration and determine if it can play a part in helping you to achieve your goals. Once we prioritize the main considerations, we begin placing what we believe to be the best solutions. The solutions will be based on your risk profile, tax efficiency, and the objective of protecting your capital. You will have access to TD Wealth Private Investment Advice research. There are specific departments we can contact to help with our solutions.
Client Service Associate
Client Service Associate
As a Client Service Associate, I perform a leading role within our team to ensure the administrative and day to day support which is provided to you is comprehensive and efficient. I will provide you, our client, with dedicated administrative and specialized support. I am committed to delivering legendary client experiences with courtesy, discretion, and professionalism.
Client Relationship Associate
Client Relationship Associate
Jane has over 20 years’ experience in the financial services industry. She has completed the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH) and Wealth Management Essentials (WME).
Jane is committed to providing efficient and reliable service to our clients. She brings her extensive experience in client services when assisting you with any client inquiries and administrative requests.
Client Service Associate
Client Service Associate
Demi is a graduate of University of Toronto, with a Bachelor's Degree in Management and Finance. She has completed the CSC and CPH. She enjoys helping clients to achieve their financial goals.
Additional TD Specialists
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.
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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.
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.
