Jacquie has been working with clients at TD Wealth Private Investment Advice since 2005 specializing in investment and wealth planning solutions for affluent clients and their families.
Jacquie is an alumni of the University of Windsor, holding a Bachelor of Commerce Degree (Hons). Jacquie holds the Certified Financial Planner (CFP®) & Certified Retirement Specialist designations.
Jacquie's focus is on building strong relationships with clients & helping them achieve their unique financial goals. With a strong focus on a wealth plan, Jacquie manages clients' needs in regards to retirement, tax strategies & estate planning strategies, working alongside clients other professional advisors.
Born and raised in Windsor & Essex Country Jacquie is involved with many local causes. She is currently on the Board for Big Brothers Big Sisters of Windsor Essex.
Jacquie's personal interests lie in the outdoors – you may find her at a local yoga studio, charity run or golf tournament. She also enjoys traveling and spending time with family & friends.
Book a meeting with Jacquie today.
Toll Free: (800) 287-1898
Fax: (519) 253-2281
Branch Office: (519) 253-2299
Branch Fax: (519) 253-2281
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.