Meet The Team
Client Relationship Associate
Client Relationship Associate
Born and raised in the United Kingdom, Alison now resides in Vancouver and brings more than 35 years of financial experience to our team. Alison has worked with Grant since 1999 and focuses on business management and client relationships.
Alison completed the Canadian Securities Course with honours, the Conduct and Practices Handbook Course, and Wealth Management Essentials Course through the Canadian Securities Institute. Dedicated to providing exemplary client service, her professionalism and efficiency have earned our clients’ respect.
In her personal time, Alison enjoys an active, outdoor lifestyle of adventure hiking, backpacking, snowshoeing, regular running and personal fitness. With all her family living locally, she has the pleasure of spending lots of quality time with them.
Client Service Associate
Client Service Associate
Roxolana provides a high level of service and administrative support to our team and clients. She has been with TD since 2013. Prior to joining the Sea to Sky Wealth Management team in 2017, she worked with TD Canada Trust as a Customer Service Representative developing strong client service skills and at TD Wealth as a Tax Analyst honing her analytical strengths.
Roxolana attended the British Columbia Institute of Technology, where she obtained a Bachelor of Business Administration degree as well as a Diploma in Financial Management.
Outside of work, Roxolana enjoys spending time with family and friends, traveling, and enjoying everything Vancouver has to offer with her dog, Bruno.
Additional TD Specialists
.jpg)
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.
.jpg)
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.
.jpg)
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.
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.
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.
.jpg)
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.
