Meet the BRiTE Wealth Management Team

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

Dickson Li

Associate Investment Advisor

CIM®

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Dickson Li

Associate Investment Advisor

CIM®

(905) 602-2846

Dickson.li@td.com

Dickson has over 9 years in the banking industry and has been with the team for 5 years. His focus is on client relationship management, business development and portfolio management for our discretionary and non-discretionary clients. Prior to joining the team, Dickson developed his career through different areas of the bank such as Retail and Direct Investing.

Armaan Grewal

Client Service Associate

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Armaan Grewal

Client Service Associate

(905) 501-8232

Armaan.Grewal@td.com

Armaan joined the team back in June 2020. She is experienced in dealing with client relations and administrative needs. Her prompt execution of client's requests and her attention to detail make her a huge asset on the team. She has been in the banking industry for over 6 years and has a wealth of knowledge in the retail banking space.

Samantha Omlas

Client Service Associate

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Samantha Omlas

Client Service Associate

905.602.2878

(905) 602-2878

samantha.omlas@gmail.com

Samantha brings forth a wealth of expertise with 9 years dedicated to industry intricacies and a cumulative banking tenure of 15 years. Her focuses are administrative and specialized client support as well as marketing, where she supports clients in navigating the dynamic landscape of wealth management. Her true passion emerges in collaborative client relationships where her skills and background help empower individuals to attain their unique financial objectives.

Additional TD Specialists

Graeme Gordon

Estate Planning Advisor

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Graeme Gordon

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.

Domenic Tagliola

Tax and Estate Planner

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Domenic Tagliola

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.

Pierre Létourneau

Business Succession Advisor

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Pierre Létourneau

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.

Michelle Zhao

High Net Worth Planner

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Michelle Zhao

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.

Meet the BRiTE Wealth Management Team

Additional TD Specialists

Hanan Duchon

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Meet the BRiTE Wealth Management Team

Additional TD Specialists

Hanan Duchon

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