Meet The Team
.png)
Client Service Associate
Client Service Associate
Julie graduated from Concordia University in 2008 with a bachelor’s degree in Commerce, Finance major, Accounting minor. She has worked for two major retailers as a merchandise planner and pricing analyst and was responsible for multi-million dollar budgets with strict deadlines and minimal room for error. Julie joined the Lobe Wealth Management team in 2011 and her primary roles are client reporting and business planning as well as spearheading client service initiatives. “We simply could not put out the superior reporting and client contact pieces that we do without Julie” says Jason. “Our asset allocation templates, our quarterly portfolio reviews, and our unique spreadsheets tailor made for each client are what really separate us from the pack.”
Manager Client Service
Manager Client Service
Additional TD Specialists
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.
.jpg)
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.
.jpg)
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.
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.
