GS Wealth Management

Having served with TD Bank Group clients since 1986, Albert draws on his extensive knowledge of the financial services industry in providing clients with solutions.  His experience gained from roles in financial planning, management and financial advisory positions provides the framework for his leading role in the construction, implementation of wealth strategies and ongoing servicing of the team’s relationships.  Albert works closely with the other members of the team to help ensure that each client’s individual wealth management needs are met.   

Albert holds a Specialized Honours Degree in Economics & Business from York University.  His commitment to continued advancement has led to extensive industry related education as evidenced by him also holding the Certified Financial Planner CFP, Canadian Investment Manager CIM, the Fellowship of the Canadian Securities Institute FCSI and the Chartered Professional Strategic Wealth Advisor Ch.P designations.  Along with the above accreditations, he is also a life insurance advisor with TD Wealth Insurance Services.

Based in our Mississauga Office.

Vesna first joined TD Wealth in 2007 and eight years later moved to RBC Dominion Securities for a short period before our team won her back to the firm in 2014. She returned to work with us because we truly work collaboratively. In 2015, Vesna obtained the Chartered Investment Manager (CIM®) designation and is currently pursuing the Personal Financial Planner (PFP®) designation from the Canadian Securities Institute. Vesna assists with investment management duties when our advisors require support, but her strength lies in her interactions with clients to discover what is truly important to them.

In 2016, Vesna proudly received the TD Wealth STAR Award, which recognizes her consistent delivery of legendary client experiences and her commitment to Service, Teamwork, Achievement and Results.  

Vesna graduated from the Business Administration program at Sheridan College in 2005. In her spare time, she likes to unwind with family and friends. Vesna has always had the travel bug and fits in a beach vacation whenever she can.

Based in our Mississauga Office.

Jeremy was introduced to the stock market at an early age by his father, who is an avid investor. Having known Jeremy and his family for so long, Giac hired him as a summer student in his second summer of his Bachelor of Commerce studies at Queen’s University. After supporting our team in the summers of 2011 and 2012, Jeremy worked as a research analyst at TD Asset Management Inc. for the summer of 2013 and graduated in 2014.

Global travel has been an important part of Jeremy’s evolution as a person and professional. He lived in Hong Kong for four years during high school, completed the Business International Exchange Program at Fudan University in Shanghai, China in 2012, and has travelled the world extensively.

Today, Jeremy shares his talents in technology, portfolio construction and research with our team and follows the markets closely. In addition, Jeremy also performs administrative duties and engages in client contact.

In his personal time, Jeremy stays active by playing sports and hitting the gym. He also enjoys spending time with friends in Toronto and continuing his world travels.

Based in our Burlington Office.

After earning a BA from the University of Western Ontario, Sue joined TD Bank Group in 1978 and has held several customer service roles over her 40+ years here. She joined TD Wealth Private Investment Advice in 1999, completed the Canadian Securities Course and obtained her Personal Financial Planner designation.

As an integral member of our team, Sue is committed to delivering white glove service as she assists clients with general inquiries and investment transactions. Internally, she schedules meetings and supports Susan Rohr with administration.

After work, Sue loves being with her beautiful family – her husband, three children and their two spouses, two granddaughters and two black Labrador retrievers. She lives in Burlington and is passionate about yoga, the Blue Jays, her book club, her great circle of friends, her dreams to travel more in the coming years, and spending family time at her cottage near Dorset in Haliburton.

Based in our Burlington Office.

Susan joined TD Bank Group in 1978 and has held various customer service positions for nearly 40 years. She originally joined TD Wealth Private Investment Advice as a Branch Administrator and has shared her astute organizational and service skills with our team since 2004. Susan’s primary responsibilities are managing general inquires and administrative processes. She strives to make sure that no phone calls slip into voicemail, keeps paperwork flowing, performs day-to-day transactions, and generally ensures clients get whatever they need – transfers, cheques, RRIF payments and more. Susan is well trained in customer service and our clients love her for it.

Married with four children, Susan is a certified yoga nut, avid downhill skier and an enormous fan of tennis and curling. She loves relaxing at her family cottage in Muskoka, south of Gravenhurst.