Grand River Wealth
Senior Investment Advisor
CFP®
CIM®
FMA
Lisa's industry tenure has led to clients becoming lifelong friends. She thrives on developing long lasting relationships based on trust. With Lisa in your corner, there is no financial obstacle that you will not be able to cover come. When not meeting clients, Lisa enjoys adventures with her family.
Senior Investment Advisor
CFP®
FMA
With over 20 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 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
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.
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.
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.
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.
Vice President, Philanthropic Advisory Services
Vice President, Philanthropic Advisory Services
If you're looking for a way to plan your giving more effectively and create a lasting legacy to support the charities that matter most to you, our philanthropic services provide access to the Private Giving Foundation, the first donor-advised fund program launched by a financial institution in Canada. Our TD specialist will work one-on-one with you and your family to incorporate philanthropy into your overall estate and wealth plans, and help you create a legacy that is meaningful to you.
