Meet The Team
Investment Advisor
Investment Advisor
Jason leads the Webster Wealth Advisory Group, mobilizing two decades of experience helping high net worth families, individuals and business owners across Southern Ontario manage their wealth.
Associate Investment Advisor
Associate Investment Advisor
Jamie focuses on risk mitigation through well-diversified asset allocation and projected outlook analysis. He monitors economic trends and market developments to inform investment decisions and develop personalized investment strategies for our clients.
Associate Investment Advisor
CIM®
An Associate Investment Advisor with a strong background in both retail and wealth management, Lindsay brings a client-focused, solutions-oriented approach to every relationship. Currently pursuing both the Chartered Investment Manager (CIM®) and Personal Financial Planner (PFP®) designations, she takes the lead in developing and presenting personalized wealth plans across the team’s entire client base. Lindsay manages ongoing advisory relationships for a third of the book, conducting annual reviews and collaborating with Jason in client meetings to ensure a seamless and value-driven experience. Her expertise in income strategies, retirement planning, tax optimization, and estate solutions allows her to deliver comprehensive, tailored advice. Known for building trust and maintaining strong, long-term relationships, Lindsay is deeply committed to supporting clients through every stage of their financial journey. She also serves as a key liaison with internal TD specialists and external professionals to ensure a fully integrated wealth management experience.
Outside of work, Lindsay, is passionate about giving back to the community and enjoys spending quality time outdoors with her family and two dogs.
Client Service Associate
Client Service Associate
Stephanie works with everyone on the team to manage cash flow and day-to-day business operations. She works closely with Jason and the team behind the scenes to ensure workflow and administrative duties are completed in a timely manner while delivering exceptional service to all of our clients.
Client Service Associate
Client Service Associate
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.
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.
Trust Officer
Trust Officer
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.
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.
