Meet The Team
Senior Investment Advisor
Portfolio Manager
PFP®
TEP
FEA
Having grown up as one of six children in a family with a family business, Alex has first hand experience in dealing with the related complexities and subtleties of the family, the business and the ownership dynamics and understands the unique challenges and opportunities that a family business offers. After his own family's ownership event, Alex decided to focus his practice on helping others who own family businesses.
With extensive experience and specific training, Alex has assembled a team that is able to work with you and your family at the various stages of your business’ evolution.
Alex is an accredited Family Enterprise Advisor (FEA), a registered Trust and Estate Practitioner (TEP), and accredited Financial Planner (PFP) and holds an MBA from Memorial University of Newfoundland.
Alex has worked with many families over the past 25 years to help them shape their future, on their terms. If you are asking questions such as:
- What is next for me and my family?
- Am I ready to retire?
- Who can take over the business?
- Are my children ready to guide our business through the next stage?
- What will retirement look like?
- How will my retirement be funded?
Alex and his team have the experience to guide you through a process that will help you decide what alternatives could be available. Please feel free to connect to discuss how Alex and his team may be able to add value to you and your family.
Senior Investment Advisor
BBA
CFP®
It is very difficult to make financial decisions without having confidence in where you are now, where you want to go in the future and what you need to do to get there. Financial Education plays a key role in building this confidence, and Laura’s focus and passion is working with families to help achieve this. She has built a comprehensive Financial Literacy Program for families that is focused on educating children, teens and young adults at various stages. The program is offered to help equip the next generation with the knowledge, skills and sense of fiscal responsibility that they need so that as they gain their independence, begin to build their own wealth, and eventually take on the responsibility of managing the family wealth they can do it with confidence.
Laura is a Partner in the practice, and has been with TD for 10 years. She is a graduate of the University of Ottawa, has completed post-graduate studies in Financial Planning and has obtained the Certified Financial Planner (CFP) designation.
If you have ever wondered how to teach your kids about money and would like to learn more about our Financial Literacy program, please feel free to connect.
Senior Portfolio Manager
Senior Investment Advisor
CFA
Client Relationship Associate
Client Relationship Associate
Client Service Associate
Client Service Associate
Client Service Associate
Client Service Associate
