Meet The Team
Client Relationship Associate
Client Relationship Associate
Born and raised in the United Kingdom and now a Vancouver resident, Alison brings over 40 years of financial industry experience to the Sea to Sky Wealth Management team. She co-founded the team with Grant in 1999 and has since played a pivotal role in business management and client relationships.
Alison strives for responsiveness, efficiency, and a commitment to delivering exceptional client service. She is committed to implementing client requests seamlessly with professionalism and reliability. She completed the Canadian Securities Course with honours and the Conduct and Practices Handbook Course through the Canadian Securities Institute.
Outside of work, Alison prioritizes a healthy and active lifestyle, enjoying running, hiking locally and abroad, and personal training. She is extremely blessed to have all of her family living locally and cherishes the time spent with them.
Client Service Associate
Client Service Associate
Thomas joined Sea to Sky Wealth Management in 2023 after completing his studies in business and finance. He holds a Bachelor of Commerce and a Master's of International Business from Queen’s University, as well as a Master's in Management from ESSEC University in Paris, France.
Since coming on board, Thomas has completed the Canadian Securities Course and the Conduct and Practices Handbook. As of spring 2025, he is also a Level III candidate in the CFA Program as he works toward earning the Chartered Financial Analyst designation.
As a Client Service Associate, Thomas plays a key role in managing day-to-day client account servicing and supporting a variety of administrative functions to ensure smooth operations.
Outside of work, he enjoys spending time with family and friends, playing recreational ice hockey, and exploring the great outdoors.
Additional TD Specialists
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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.
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.
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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.
Executive Trust Officer
Executive 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.
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.
