Meet The Team
Portfolio Manager
Senior Investment Advisor
MBA
CFA®
TD Wealth Private Investment Advice is one of Canada’s premier full-service brokerage firms. Our service is designed for those investors who are looking for professional and personalized investment advice while staying involved in all investment decisions.
As a Senior Investment Advisor at TD Wealth, my number one objective is to provide my clients with financial confidence through a holistic wealth management solution that will meet all their current and future financial needs. I bring a highly skilled approach to financial management which centers on the fine balance between preserving capital and growing it responsibly.
I am committed to providing exceptional service to each of my clients. The cornerstone of my business is to establish a one on one relationship that is based on trust, communication and a detailed understanding of my clients needs.
Also as a client of TD Wealth Private Investment Advice, you will have complete access to all of the expertise and resources of TD Wealth and TD Bank Group. By working in collaboration I will ensure that the appropriate TD specialists are brought in when required, to apply their specialized knowledge to your situation. This team of professionals will work together to ensure the seamless management of all aspects pertaining to your wealth from your investment portfolio, to estate planning, to your credit and insurance needs.
A combination of experience and educational background make me uniquely qualified to provide my clients with sound financial advice. Having received both my Master of Business Administration Degree and the Chartered Financial Analyst designation, I am acutely aware of the opportunities and challenges of the constantly evolving financial industry.
My interest in finance had its start in 1990, when I entered the Schulich School of Business at York University. After completing my MBA in 1992, I continued to upgrade my education through the Canadian Securities Institute. I completed the following courses: Canadian Securities, Conduct & Practices, Derivatives Fundamentals, Canadian Options, Futures Licensing and Professional Financial Planning Course. In 1999 I started the Chartered Financial Analyst program, receiving my charter in 2001.
English
Portfolio Manager
Senior Investment Advisor
CIM
FMA
Bill draws on his broad experience as a Portfolio Manager and Senior 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 branch 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 the Certified Investment Manager (CIM®) and a Financial Management Advisor (FMA) designations.
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.
English
Associate Investment Advisor
BA Econ, (Hons)
Since joining TD Wealth in 2021, Daniel has helped deliver reliability and efficiency in the daily management of client accounts. He has successfully completed the Canadian Securities Course (CSC®) and the Conducts and Practices Handbook Course (CPH®), and has obtained the Wealth Management Essentials (WME®) designation. In addition, he has passed the Chartered Financial Analyst Exam Levels I and II, and is now working toward the CFA Level III Exam.
Previously, Daniel enjoyed a 10-year career in the media industry, specializing in reporting on business and economic development. During this time, he interviewed some of North America's foremost business and political figures, from Mark Cuban to President Bill Clinton, lending a unique perspective on the modern market.
Originally from England, Daniel has a degree in Economics from the University of Cambridge. He now lives in Sarnia with his wife Samantha and dog Rosie.
Client Service Associate
Client Service Associate
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.
Client Service Associate
Client Service Associate
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.
