Meet The Team
Leadership
Senior Portfolio Manager
CPA, CA
CIM®
Tom grew up on a family farm in Kent County. After graduating from the University of Guelph in 1990 he moved to Woodstock where he trained and became a Chartered Accountant in 1993. He became a partner with Hyde Houghton in 1997 which merged with BDO Dunwoody Chartered Accountants in 1999.
At TD Wealth Private Investment Advice, Tom continues to do what he really enjoys which is helping people and organizations be successful and achieve their goals. He has worked with many clients over the past 20 years to build better, more profitable businesses and personal wealth. He has extensive experience and a passion for working with business owners and professionals helping with succession issues and the purchase and sale of businesses.
Tom and his wife Stephanie have two children: Andrew and Alannah. The entire family loves the outdoors and many weekends are spent camping or at a family cottage.
Investment Advisor
BA
CIM®
As a senior investment advisor, my mandate is to help you preserve and grow your wealth through tailored investment solutions and Wealth Services. 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.
I have been providing my clients with wealth management services and collaborating with TD Specialists for the provision of banking solutions for over 10 years. My clients include individuals, families, business owners and community foundations
When I’m not engaging with clients, I like to spend time with my wife and children at home in London or at the hockey rink.
Associates
Client Relationship Associate
B .Econ
Janis started with TD as a licensed Client Service Associate in 2005, and has been in the industry for approximately 18 years. She graduated from Western University with a degree in Economics and in her free time enjoys spending time with her husband Chris, their kids and dog at their cottage on Georgian Bay.
Client Service Associate
B.A Spec Hons
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.
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.
Business Succession Advisor
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.
