Meet The Team
Administrative Associate
MBA
Melissa completed an MBA in October 2023, gaining valuable experience in business strategy and finance. Joining TD two years ago, Melissa started as a Credit Card Specialist where she developed a strong foundation in customer service and financial products. Her performance and growth in the role led to a promotion, and now she works as an Administrative Associate, collaborating closely with Paul and being our clients' main point of contact. Melissa will ensure that you receive timely and thorough information relating to your accounts, provides administrative support and ensures that your accounts are professionally taken care of.
Outside work, Melissa enjoys outdoor activities such as running, hiking, and snowboarding, which help maintain balance and provide energy for both, personal and professional endeavors.
Client Relationship Associate
FMA
FCSI®
Sandy started her career at TD Wealth in 2003 and joined our team early in 2017 after gaining experience with other teams at TD Wealth, RBC Dominion Securities and Raymond James in Kelowna. She has completed her Canadian Securities Course and Retirement Planning Course with the Canadian Securities Institute and holds the Financial Management Advisor (FMA) and Fellow of the Canadian Securities Institute (FCSI®) designations. Sandy enjoys taking client calls and taking care of their administrative needs. She does most of the team’s money transfers and trading, deposits clients’ RSP contributions and is dedicated to providing exemplary client service.
Away from work, Sandy leads an active life hiking, skiing and enjoying many other activities that the lower mainland has to offer. She is married and has two grown sons.
