Grand River Wealth
Senior Investment Advisor
CFP®
CIM®
FMA
Our team would not be complete without Lisa Walsh. Lisa's industry tenure has led to maintaining lifelong relationships with clients. She thrives on developing long lasting relationships based on trust. With Lisa in your corner, she will strive to help you overcome any financial obstacle. When not meeting clients, Lisa enjoys adventures with her family.
Senior Investment Advisor
CFP®
FMA
With over 30 years of industry experience, Bill brings a deep understanding of the markets, products, and data analysis. When a recommendation comes from Bill, you know that it is the best one based on your financial objectives. In his spare time, you will find him tearing up the greens.
Centralized Client Service Associate
PFP®
If you cannot get ahold of Bill or Lisa, you will reach the fabulous A J Barbosa. A J truly is the backbone of Grand River Wealth. Our flawless onboarding is due to A J. She ensures a seamless transition from start to finish so that your experience as you join our Team is nothing short of exemplary. When not ensuring our client's needs are met, you will find A J exploring the globe with her family and friends.
Associate Investment Advisor
B.Ed
PFP®
When you get the chance to sit with Megan Archer, you will find that the conversation flows easily as she takes the time to uncover your goals and work with you to develop your personalized savings and investment plan. Megan understands that no two journeys are the same and that your plan should reflect that. When Megan is not planning, she is acting as chauffer for her 5-year-old daughter who enjoys dancing, playing soccer and swimming.
Additional TD Specialists
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.
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.
Associate Director, Private Giving Foundation, Philanthropic Advisory Services
Associate Director, Private Giving Foundation, Philanthropic Advisory Services
Jess Merber is the Associate Director, Private Giving Foundation, Philanthropic Advisory Services, TD Wealth.
As part of the leadership team, she works with multi-generational families to help them maximize their philanthropic impact and establish tax-efficient charitable legacies as part of their financial and estate plans. She speaks to clients and advisors across the country on the topics of philanthropy and charitable giving, with a focus on women and families.
Jess is trained in reputation management, mediation, and conflict management. She holds the Family Enterprise Advisor designation among her credentials.
Jess believes in service and has been recognized by the Ontario Government for her volunteer efforts. She served as Director and Chair of the Board of ACCESS Community Capital Fund, a Toronto non-profit organization dedicated to alleviating poverty through microloans, business training and mentoring. She is a member of the Waterfront Toronto PlayPark Campaign cabinet and has been a TD Ready Commitment Ambassador since the program started in 2019.
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.
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.
