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.
