Meet The Team

Summer Zhao

Client Service Associate

BCom Finance

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Summer Zhao

Client Service Associate

BCom Finance

780 448-8233

(780) 448-8233

Summer.Zhao@td.com

Summer is a finance professional with a robust background spanning over 6 years in the industry. Holding a Bachelor of Commerce degree with a major in finance from the University of Alberta, she is committed to delivering high-quality client service. Her expertise lies in seamlessly blending financial acumen with a dedication to client satisfaction. Outside the financial realm, Summer's enthusiasm extends to exploring new destinations, making travel a key facet of her life beyond the workplace.

Anan Zaman

Administrative Associate

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Anan Zaman

Administrative Associate

Anan.Zaman@td.com

Anan joined TD Wealth Private Investment Advice in 2025 as a Administrative Associate. He holds a Bachelor of Business Administration from NAIT, with concentration in accounting and an emphasis in finance. Anan has over eight years of specialized client service experience. Outside of work he enjoys travelling, exploring the outdoors through hiking, snowboarding, and kayaking, following soccer and motorsports, and discovering new foods and cuisines from around the world.

Additional TD Specialists

Jason Uppal

Business Succession Advisor

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Jason Uppal

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.

Jo-Anne Ryan

Vice President, Philanthropic Advisory Services

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Jo-Anne Ryan

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. TD specialists 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.

Winston Tuttle

Tax and Estate Planner

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Winston Tuttle

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.

Meet The Team

Additional TD Specialists

Gregory Mailo