Meet The Team
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Client Service Associate
CFP®
CIM®
Kayla joined TD Wealth Private Investment Advice in 2016 as a Client Service Associate and is often the first point of contact, providing dedicated support in the daily management of accounts. With a strong understanding of wealth management, administration, and client service, she can be relied upon to work with our clients through all stages of their wealth management journey.
Kayla completed the Professional Financial Services Program at Fanshawe College in 2014, which prepared her in achieving the Certified Financial Planning (CFP®) designation. She continues to expand her education, recently accomplishing the Chartered Investment Management designation (CIM®). Kayla is also a Life Insurance Advisor through TD Wealth Insurance Services.
Born and raised in Grey County, Kayla currently resides in Elmwood with her husband Brandon. Kayla is actively involved in the community, having served on the Executive of the Elmwood and District Chamber of Commerce as Treasurer since 2016. In her free time, she enjoys travelling, vegetable gardening, and hiking along the Bruce Trail.
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.
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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.
Trust Officer
Trust Officer
Your experienced Trust Officer will provide a full-range of Estate and Trust services including supporting you with Will and Power of Attorney for property (POA) planning needs, when you are interested in appointing a Professional Corporate Executor or Attorney. We will also explain how we can assist you if you are acting in these roles. Our team is focused on building a long lasting relationship with you and your family in order to assist in the management of your financial and estate plans throughout the accumulation, preservation and transition periods. You are the architect of your legacy - we can help with the blueprint.
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.
High Net Worth Planner
High Net Worth Planner
As a High Net Worth Planner of the TD Wealth Advisory Services Team, Alicia works collaboratively with TD Advisors to provide their clients with tax and retirement planning to assist them in developing a Wealth Plan. Alicia will work with clients and their tax and legal advisors, as appropriate, to provide comprehensive wealth planning strategies including determining retirement income needs, identifying complex tax and estate planning considerations, planning for private corporations, and creating tax-efficient charitable giving plans.
Alicia holds a Chartered Professional Accountant, Chartered Accountant (CPA, CA) designation from CPA Ontario and a U.S. Chartered Professional Accountant (CPA) designation from the State of Illinois Department of Financial and Professional Regulation. She also holds a Bachelor of Science from McGill University.
Alicia has over 10 years of experience in public accounting at large international and mid-sized national accounting firms. Prior to joining TD, Alicia was a Senior Manager at MNP LLP in Toronto where she specialized in providing Canadian and U.S. tax planning and consulting services to high-net-worth individuals and families with complex cross-border and international tax needs.
Alicia is an experienced professional who looks forward to working with you to help make you and your family's financial goals a reality.
