Management Team
As a TD Wealth Branch Manager, I lead a diverse and inclusive team of Investment Advisors and Portfolio Managers charged with seeking to exceed clients’ needs for asset accumulation, preservation and growth at Halifax branch. Our investment philosophy is based on understanding your goals, disciplined planning, insightful advice and effective risk management. This philosophy helps us manage risk and navigate an ever changing investment landscape.
As a TD Wealth Assistant Branch Manager, I lead a diverse and inclusive team of Investment Advisors and Portfolio Managers charged with seeking to exceed clients’ needs for asset accumulation, preservation and growth at the Halifax, Bridgewater, Kentville and St. John's branches. Our investment philosophy is based on understanding your goals, disciplined planning, insightful advice and effective risk management. This philosophy helps us manage risk and navigate an ever changing investment landscape.
As a Manager, Client Services, I lead a team of Client Service Associates at the Halifax, Bridgewater, Kentville and St. John's branches. My goal is to seek to promote and maintain an exceptional employee and client experience, oversee branch operations as well as support the business goals of our team.
As a Manager, Client Services, I lead a team of Client Service Associates at the Halifax, Bridgewater, Kentville and St. Johns branches. My goal is to seek to promote and maintain an exceptional employee and client experience, oversee branch operations as well as support the business goals of our team.