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 as a Certified Financial Planner (CFP®) and a Chartered Investment Manager (CIM®); 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
Senior Investment Advisor
Senior Investment Advisor
A natural born "big thinker", John brings his strategic outlook and ability to see the end goal to The Green Wealth Advisory Team. He has an innovative focus on client experience and an amazing talent for asking great questions. He can also tell a pretty good story (or two… or three).
As a mentor & visionary, John has led not only the Green Wealth Advisory Team, but the Saskatoon branch as a whole. He has a ton of experience in the industry – 41 years to be exact. This might seem like a big number, but John can honestly say he still enjoys waking up and seeing what each day will bring! You can be confident that John will have your back; his areas of expertise include extensive knowledge about investments, market changes, world events (and their effect on markets). Not only that, his appreciation for the behavioural side of investing combines long term perspective with the ability to keep your goals on track.
Oh! And we are pretty proud of the fact that he was awarded TD's "Vision in Action" award in 2010 – the highest form of individual recognition a TD employee can receive. He was chosen because he embodies the spirit of TD's guiding principles – delivering a legendary experience, operating with excellence, taking on risk, and understanding TD's business. An award where approximately 75 in 75,000 TD employees are recognized for. Impressive to say the least!
John's appreciation for both sunrises and sunsets goes deep – almost as deep as the love he has for his miniature dachshunds, Sully & Maddie. As often as possible, he combines the two with an early morning walk. As empty nesters, John and his wife are embracing their independence by traveling, taking the time to try new recipes, and staying very active (the odd game of golf or whatever their bodies will still allow). They have two daughters - one in Vancouver and one here in Saskatoon. In late 2020, they welcomed their first grandson to the family and are awaiting the arrival of their third grandson in later 2023!
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.
Client Service Associate
B.A.
Bubbly, empathic and reliable are just a few words we would use to describe Marles. You can't help but smile when she does. She has a deep love of sandwiches and a unique talent for bringing out your best laugh!
She is the newest member of the team with over 15 years of entrepreneurial and administrative experience. She knows what it's like to balance multiple balls at one time and still manage to keep them all moving along. Marles is the first point of contact for all client related inquiries and takes care of most of the administrative tasks on the team. She's well on her way to becoming a documentation and transfer "specialist"!
Marles loves travelling and everything about the outdoors. In the winter months, you likely find her on a beach in Mexico; "Cerveza, por favor!" When summer hits, she is a weekend warrior alongside her husband, three kids, and their dog, Duke, heading to their cabin at Emma Lake. Their outdoor hobbies include, but are not limited to, boating, tubing, and swimming with some beach lounging thrown in there too. Furthering her love of the outdoors is the reward she finds in growing her own food in her garden. She is a wealth of knowledge to fellow teammates and clients as she is nearing completion of her Master Gardener Certification from the University of Saskatchewan.
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 financial 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.
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.
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.