Meet The Team
Portfolio Manager
Senior Investment Advisor
CFP®
CIM®
CIWM
Growing up, Jody saw first-hand the importance of financial stability. Watching his family work hard instilled in him a deep understanding of what work ethic really means. Looking back, he sees clearly that a career helping similar-minded families find financial independence was a natural choice. The work ethic and desire for security that Jody encounters with his clients never ceases to remind him of his own upbringing.
Jody began his career in the wealth management business in 2001. He is a graduate of the University of Windsor, holding a Bachelor or Commerce (Hons.) Degree. Driven to enhance his professional skills, he holds the Certified Financial Planner (CFP®️) designation and the Certified International Wealth Manager (CIWM®️) designation, which focuses on the complex needs of high‑net‑worth individuals and business owners. In addition, Jody holds the Chartered Investment Manager (CIM®) designation, which allows Windsor Essex Wealth Group to provide discretionary investment advice to clients.
Jody is actively involved in the community through his work on various local boards of St. Clair College. He is an avid cyclist and in 2013, he achieved his lifelong dream of completing an Ironman triathlon – cheered on by his loving family.
Portfolio Manager
Senior Investment Advisor
B Comm.
CFP®
CIM®
Jacquie feels privileged to work with a roster of incredible clients whose personal drive to succeed brought them to her door. She has built her professional life on the belief that helping clients achieve their goals starts with building strong relationships. Jacquie knows the value of a dollar and respects the hard work that goes into earning each one.
Recognizing the role that financial security plays in a comfortable life, Jacquie is meticulous when managing her clients’ wealth. Collaborating with clients, she tackles tax strategies, estate-planning strategies, retirement income solutions and wealth planning, often liaising with clients’ other trusted professionals, such as accountants and lawyers.
Jacquie has been creating investment strategies and wealth planning solutions for affluent clients and their families since 2005. Born and raised in Windsor-Essex County, Jacquie holds a Bachelor of Commerce Degree (Hons.) from the University of Windsor, in addition to the Certified Financial Planner (CFP®) designation, and the Certified Retirement Specialist title. Jacquie also holds the Chartered Investment Manager (CIM®) designation, which allows Windsor Essex Wealth Group to provide discretionary investment advice to clients.
Jacquie has been actively involved in the local community over the years, mainly with Big Brothers Big Sisters of Windsor Essex. In her personal time she enjoys spending time with her family, practicing yoga, golfing, reading and traveling.
Client Service Associate
B.A
Lana is the core of the Windsor Essex Wealth Group as she manages and organizes our team by opening accounts, facilitating transfers, setting up meetings, and being the go-to person who keeps our business running smoothly.
She goes above and beyond by providing exceptional client experiences, with many clients enjoying chatting with Lana about life's newest updates. Lana has worked at TD Bank Group since 2009 in various sales and administrative roles, and in 2013 she joined TD Wealth.
Lana lives in Harrow with her daughter and loves dancing, campfires with friends, yoga, as well as searching for a new destination to travel to.
Associate Investment Advisor
B. Comm (Hons)
Luke began working with TD in 2016 and has held a number of roles within the bank; including years as a Financial Advisor where he gave advice on investments and real estate lending. With this experience, Luke strives to provide exceptional client experiences.
Luke graduated from the University of Windsor with a Bachelor of Commerce degree concentrated in finance and in October 2021 joined the Windsor Essex Wealth Group team. Luke is responsible for supporting in areas such as research, portfolio construction, and wealth planning.
Outside of work, Luke enjoys spending time reading, playing basketball or chess and staying up to date with the latest and greatest in the sports world.
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.
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.
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.
