Meet The Team
Investment Advisor
Investment Advisor
Jackie started career in financial services industry when joining TD Direct Investing right after graduating from Carleton University in 2007, and then Jackie was promoted to TD Active Trading Desk specializing on U.S equities and options in 2012. Jackie joined RBC Dominion Securities in 2018 to help high net worth individuals and institutions to build and manage investment portfolios using highly discipline and tax efficient strategies to meet their long-term financial goals.
Now with TD Wealth Private Investment Advice, Jackie will not only continue his professional investment management practice, but also offer holistic wealth management approach with access to unlimited resources backed up by the bank, which in collaboration with TD specialists can encompass retirement planning, estate planning, tax management, and many other key areas of your financial future.
Client Service Associate
Client Service Associate
As a Client Service Associate, I provide dedicated administrative and specialized support to you, our client, as well as the rest of the team. In my role, I act as the primary contact with regard to account administration and day to day client inquiries or issues. I am committed to delivering legendary client experiences with courtesy, discretion and professionalism
Additional TD Specialists
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Estate Planning Advisor
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.
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Tax and Estate Planner
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.
High Net Worth Planner
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.
Business Succession Advisor
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.
