Meet The Team
Investment Advisor
Investment Advisor
Joshua leads Heritage Wealth Management group and oversees all client portfolios. He forges long-lasting relationships and enjoys being in contact with clients often to remain available and responsive. Joshua has provided investment and wealth advice to clients for nearly 20 years, offering a full suite of wealth services with a style that is both thorough and approachable. He acts as a family’s primary point of contact on financial matters and leverages his relationships with specialists across many lines of business at TD to meet each client’s unique, evolving needs.
Joshua attended St. Michael’s College in Vermont, where he played varsity hockey while obtaining his undergraduate degree. He is a Life insurance Advisor with TD Wealth Insurance Services. Josh is currently working towards the Chartered Investment Manager (CIM®) designation in order to become a discretionary portfolio manager. Outside of the office, Joshua can be found supporting his daughter in the equestrian arena, hitting the slopes in winter, and serving as official grounds-keeper for the family farm.
Passionate about planning for financial success, Susan brings enthusiasm to her role as the team’s wealth planning lead. Her goal is to set each client on a clearly-defined, realistic path to achieve their goals, be they near-term, long-term, or for future generations. Susan has been providing holistic wealth solutions to clients for 25 years. She strives to be an insightful advisor on each client’s financial journey, providing customized, big-picture strategies that consider each client’s evolving needs and goals. Susan is a Carleton University and Algonquin College graduate and holds a Certificate in Advanced Investment Advice from the Canadian Securities Institute. She is also a Life Insurance Advisor with TD Wealth Insurance Services. Susan is currently completing the Chartered Investment Manager (CIM®) designation to support our team's transition to discretionary portfolio management.
A mother of three and grandmother of two, Susan enjoys being with her family, cooking, equestrian riding, and rounding up chickens on the family hobby farm.
Associate Investment Advisor
Associate Investment Advisor
Sasha’s first foray into wealth management came nearly two decades ago during a high school co-op placement at an investment dealer. After pursuing undergraduate studies at Carleton University, graduate studies at Queen’s University and starting a family, Sasha returned to the industry in 2015, joining her stepfather Joshua and mother Susan. She has obtained a Certificate in Advanced Investment Advice from the Canadian Securities Institute and she is currently completing the Chartered Investment Manager (CIM®) designation.
Sasha applies her passion for research and analysis to develop customized portfolio solutions that aim to address economic and market conditions as well as each client’s risk profile, time horizon and future goals. Her attention to detail makes her a natural fit for maintaining client portfolios, ensuring that accounts remain in line with client objectives and that trades are executed efficiently. Outside of the office, Sasha enjoys spending time with her husband and two sons, be it summer days at the cottage, weekends at the hockey arena, or long walks on the farm with the family dog.
Client Service Associate
Client Service Associate
After gaining two years of investment and administrative experience following graduation from Business Management at Algonquin College, Kalen worked for 10 years at TD Canada Trust in various roles, including Financial Advisor and most recently Manager of Customer Service. In this time, he attained membership in the TD Champions Club* as a top contributor to the retail bank's success. Since joining TD Wealth two years ago, Kalen has continued his record of exceptional client service. Kalen prides himself on his attention to detail and accuracy – attributes well-aligned with our group’s client-centred approach.
Outside of the office, Kalen enjoys spending time with his wife and twin girls, who appreciate his status as the family chef. He is an avid sports fan and participant, with hockey being his sport of choice.
*The TD Champions Club recognizes employees who have demonstrated hard work, dedication, and extraordinary employee spirit and achieved impressive results throughout the year.