Meet The Team
Senior Investment Advisor
CIM®
CFP®
B.Comm.
Striving to give 100% all the time, Candice is a real go getter. She wants each and every client interaction to be meaningful, unique and personalized. She believes that creating value starts from the first interaction.
With over 18 years of wealth management experience behind her, you can be confident that Candice keeps your wealth needs at the forefront. Her expertise includes: proactive client contact & connection, creating, maintaining and updating your personal roadmap as your wealth needs evolve, and then selecting the proper investments to help meet your objectives. She is armed with two impressive designations holding the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations; as well, she is licensed as a Life Insurance Advisor with TD Wealth Insurance Services.
A competitive, self-starter, Candice is usually found being active. Her husband and three children own a cabin in Northern Saskatchewan and are often found boating, hiking, biking, snow shoeing, canoeing, fishing (or basically, any verb ending in "ing"). She also plays basketball and soccer. This is Candice's way of "relaxing."
English
Client Relationship Associate
B Comm.
Kelsey is a traveler at heart and finds joy in embarking on adventures both near and far. She thinks the world needs more: real human connections, trees, tolerance, and vegetarians.
As the team's Client Relationship Associate, Kelsey is focused on building and nurturing client relationships to help ensure goals and objectives are being met. With a huge focus on written and online communications, Kelsey is constantly finding new and innovative ways to enhance the Green Wealth Advisory Team's branding and online footprint. In addition, she is the team's main trader, efficiently executing all trades. She's lucky enough to have all rogue and one-off investigative inquires come across her desk as she like the challenge of tackling something she has never been faced with. Awarded with the "Summer Fun Champion" in 2015 by colleagues, she brings a ton of personality to the team.
When she’s not writing or creating, you can find her busy with her husband, two little kids and cocker spaniel, Moses. They are outdoor people and most inspired when they are camping, hiking, canoeing or biking. Indoor wise, Kelsey is obsessed with her Peloton, a pretty great cook and nothing beats good music and a cold beer.
Associate Investment Advisor
Associate Investment Advisor
Meet Matt, he's known as more of a listener than a talker. He has an incredible knack for explaining unfamiliar concepts in a way that people understand; A handy skill when it comes to delivering investment advice. If the opportunity to sit down with him arises, you'll find that he doesn’t start a conversation with a statement or an opinion, but a question. He loves learning about clients experiences and stories!
Matt comes backed with almost 10 years of experience in the investment world. Specifically with a focus on portfolio construction and wealth planning. Matt's role with our team is vast! He's both an extension of John & Candice as well as Kelsey & Marles and his keen interest on products, which allows him to be an extra set of eyes on clients' portfolios.
Outside of the 9-5, Matt and his wife Kali love spending time with their 160lb fur baby, Bruno. Whether they're at the lake, playing shinny or cruising around on their eBikes, Kali and Matt are fans of the great outdoors. They love to try new recipes in the kitchen or behind their vintage red bar in their recently remodeled home.
Additional TD Specialists
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.
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.
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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.
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.
Private Trust Manager
Private Trust Manager
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.