Meet The Team
Portfolio Manager
Senior Investment Advisor
CFP®
CIM®
Jacquie feels privileged to work with a roster of incredible clients whose personal drive to succeed brought them to her door. She has built her professional life on the belief that helping clients achieve their goals starts with building strong relationships. Jacquie knows the value of a dollar and respects the hard work that goes into earning each one.
Recognizing the role that financial security plays in a comfortable life, Jacquie is meticulous when managing her clients’ wealth. Collaborating with clients, she tackles tax strategies, estate-planning strategies, retirement income solutions and wealth planning, engaging TD specialists where needed and often liaising with clients’ other trusted professionals, such as accountants and lawyers.
Jacquie has been creating investment strategies and wealth planning solutions for affluent clients and their families since 2005. Born and raised in Windsor-Essex County, Jacquie holds a Bachelor of Commerce Degree (Hons.) from the University of Windsor, in addition to the Certified Financial Planner (CFP®) designation, and she has also completed the Certificate in Retirement Strategy. Jacquie also holds the Chartered Investment Manager (CIM®) designation, which allows Windsor Essex Wealth Group to provide discretionary investment advice to clients.
Jacquie has been actively involved in the local community over the years, mainly with Big Brothers Big Sisters of Windsor Essex. In her personal time she enjoys spending time with her family, practicing yoga, golfing, reading and traveling.
Senior Portfolio Manager
Senior Investment Advisor
CIM®
CIWM
CFP®
Growing up, Jody saw first-hand the importance of financial stability. Watching his family work hard instilled in him a deep understanding of what work ethic really means. Looking back, he sees clearly that a career helping similar-minded families find financial independence was a natural choice. The work ethic and desire for security that Jody encounters with his clients never ceases to remind him of his own upbringing.
Jody began his career in the wealth management business in 2001. He is a graduate of the University of Windsor, holding a Bachelor of Commerce (Hons.) Degree. Driven to enhance his professional skills, he holds the Certified Financial Planner (CFP®) designation and the Certified International Wealth Manager (CIWM) designation, which focuses on the complex needs of high‑net‑worth individuals and business owners. In addition, Jody holds the Chartered Investment Manager (CIM®) designation, which enables him to provide discretionary investment advice to clients.
Jody has been involved in the community through his work on various local boards of St. Clair College. In his personal life Jody enjoys playing golf, traveling and spending time with friends and family. In 2013 Jody achieved his lifelong dream of completing an Ironman triathlon – cheered on by his loving family.
Client Service Associate
B.A
Lana is the core of the Windsor Essex Wealth Group as she manages and organizes our team by opening accounts, facilitating transfers, setting up meetings, and being the go-to person who keeps our business running smoothly.
She goes above and beyond by providing exceptional client experiences, sharing life's newest updates with many clients. Lana has worked at TD Bank Group since 2009 in various sales and administrative roles, and in 2013 she joined TD Wealth.
Lana lives in Harrow with her daughter and loves dancing, campfires with friends, yoga, as well as searching for a new destination to travel to.
Associate Investment Advisor
B. Comm (Hons)
Luke began working with TD in 2016 and has held a number of roles within the bank; including years as a Financial Advisor where he gave advice on investments and real estate lending. With this experience, Luke strives to provide exceptional client experiences.
Luke graduated from the University of Windsor with a Bachelor of Commerce degree concentrated in finance and in October 2021 joined the Windsor Essex Wealth Group team. Luke is responsible for supporting in areas such as research, portfolio construction, and wealth planning.
Outside of work, Luke enjoys spending time reading, playing basketball or chess and staying up to date with the latest and greatest in the sports world.
Administrative Associate
B.Comm.
Stella is the newest addition to the Windsor Essex Wealth Group and has been responsible for administrative support, as well as helping the team run efficiently and collaboratively. This includes account maintenance, transactional requests, arranging client meetings, etc.
Stella started her journey with TD in February of 2022 within the retail space, as a Customer Service Associate, helping clients with daily banking needs and fulfilling a positive interaction for all. Stella enjoys meeting clients, building new relationships, and providing knowledge to our clientele to better their overall banking experience.
Stella graduated from the University of Windsor with a Bachelor of Commerce degree, specializing in finance and international business. Outside of her passion for the financial industry, Stella enjoys spending time with friends and family, travelling, and doing activities outdoors.
Additional TD Specialists
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.
Private Trust Manager
Private Trust Manager
Your Trust Officer with TD Private Trust provides a full range of Estate and Trust services that includes supporting you with your Will and Power of Attorney for property (POA) planning needs where The Canada Trust Company will act as your executor or attorney, and assisting you when you act as attorney or executor for a family member or friend. Your Trust Officer focuses on building long lasting relationships with you and your loved ones by providing continuity during the implementation of your financial and estate plan. From planning through administration, your Trust Officer supports you in creating a lasting legacy.
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.
