Iron Bridge Wealth Management

Bill draws on his broad experience as a Portfolio Manager and Investment Advisor to provide comprehensive wealth solutions and advice to individuals, families and small business owners.

Bill has been with TD Wealth since 2009. He began his career as a bank manager of a major financial institution before joining a large wealth management firm as an investment advisor in 2001. A firm believer in continuing education, Bill holds designations as a Certified Investment Manager (CIM®) and a Financial Management Advisor (FMA).

For many years, Bill has been an active and valued presence in the Sarnia community. He was on the Board of the Sarnia Golf and Curling Club for six years, and is a Past President of the United Way of Sarnia Lambton, where he served on the Board for ten years. He is currently on the Board of Directors for the Sarnia Community Foundation.

Iron Bridge Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

Kevin joined TD Wealth in 2016 and has worked as an Associate Investment Advisor since 2017. His fresh thinking, intergenerational perspective and long-term commitment is a welcome combination for clients seeking an advisory team that can guide them through their entire wealth journey.

Kevin received a Bachelor of Commerce, Management Economics and Finance from the University of Guelph. To further expand his industry knowledge, he has earned his Certified Financial Planner (CFP) professional designation, as well as completed other industry-specific courses.

Kevin understands the importance of a comprehensive financial plan as an overall wealth strategy. With ongoing communication and discovery, he is able to re-evaluate short - and long-term goals to help ensure his clients’ needs continue to be met.

Iron Bridge Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

Leanne joined TD Wealth in 2018, bringing more than 28 years of experience in the financial services industry to her role. She is dedicated to providing the highest level of professional client service and administrative support to the Iron Bridge Wealth Management Team.

Leanne’s broad experience allows her to understand the needs of the clients she serves and she truly enjoys her personal interactions with clients as she helps them with their financial lives. In 2010, her service commitment was recognized with the Sarnia Lambton Chamber of Commerce Outstanding Customer Service award.

Leanne is an involved community member who volunteers her time with SMAA Lacrosse, the Sarnia Lambton Chamber of Commerce and Lambton College. In her spare time, you can usually find her at the local arena with her two sons.

Iron Bridge Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

Krista began her career with TD Canada Trust in 2007 and joined TD Wealth in 2011. In her role as Client Service Associate, Krista strives to provide the highest level of client care with her personable nature and professional approach to her work.

She has completed both the Canadian Securities Course (CSC®) and Conduct and Practices Handbook course (CPH®). Krista develops trusting relationships with clients and is dedicated to maintaining client confidentiality through every interaction.

Krista lives with her husband and two teenage sons. She enjoys spending time outdoors with her family and is an avid fan at her boys’ sporting events.  

Iron Bridge Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

Kelsey joined TD Wealth in 2018 in a supporting role with another investment advisory team. When the Iron Bridge Wealth Management team was established, she took the opportunity to join the newly formed team as a Client Service Associate.

Kelsey graduated from Brock University with a Bachelor Degree in Business Administration and has completed the courses required to be a licensed associate. She brings three years of client support experience to her role, along with a dedication to personalized service and exceeding client expectations.