Meet The Team
Client Relationship Associate
Client Relationship Associate
Katie assists Jamie with his discretionary investment strategy, asset allocation and portfolio construction. She primarily focuses on supporting the team internally with the operational aspects of business and relationship management. Katie is fluent in both English and Cantonese and has worked within the investment services sector for over a decade. Outside of the office, Katie enjoys travelling and exploring different experiences. She is passionate about food and enjoys sampling different culinary cuisines.
Client Service Associate
Client Service Associate
With over 20 years of client service expertise, Brian brings a passion for servicing clients. Many people find his enthusiasm and genuine desire to help both engaging and infectious. No task is too big or too small for Brian and he enjoys being able to speak with clients on a daily basis. As the needs of our long-term clients evolve, Brian is proactive in connecting them with TD Specialists for in-depth discussions about their wealth plan. In his spare time, Brian is a huge sports enthusiast and has traveled the world to attend many events, including the World Cup and Euro Cup in France, Germany and Belgium. He also enjoys a wide variety of sporting activities, such as hockey, soccer and golf.
Associate Investment Advisor
Associate Investment Advisor
Stephanie supports the team in helping clients develop their personal road maps for success through sound wealth planning and advice. Fluent in both English and Spanish, she offers clients a seasoned perspective gained through more than 20 years in the investment industry. Her experience in the areas of wealth planning is complemented by current industry training and a Personal Financial Planner designation. Stephanie has additional professional certifications that broaden the discussions she can provide for clients, including asset protection, tax and estate planning strategies She also brings in TD Specialists as required to ensure clients receive an in-depth wealth strategy. In her spare time, Stephanie enjoys spending time with her family and volunteers generously in the Spanish community.
Additional TD Specialists
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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.
Vice President, Philanthropic Advisory Services
Vice President, Philanthropic Advisory Services
If you're looking for a way to plan your giving more effectively and create a lasting legacy to support the charities that matter most to you, our philanthropic services provide access to the Private Giving Foundation, the first donor-advised fund program launched by a financial institution in Canada. Our TD specialist will work one-on-one with you and your family to incorporate philanthropy into your overall estate and wealth plans, and help you create a legacy that is meaningful to you.
