I have had the pleasure of working for TD for the past 20 years. All of these years I have spent in Wealth Management and have enjoyed every minute of the journey. In 2010, I was the proud winner of a STAR* Award and thoroughly enjoyed a trip to Beverley Hills, California in the spring of 2011! Prior to joining TD Wealth Private Investment Advice, I worked in the Direct Investing Channel with my last role being Customer Service Manager. In 2005, I joined TD Wealth Private Investment Advice and have held various roles such as Regional Administration Manager, Assistant Branch Manager, Investment Advisor and Branch Manager.
I currently manage the TD Wealth Office in Mississauga. As a Professional Branch Manager, my book of business is comprised of 20 Investment Advisors and 4 Private Investment Counsel Portfolio Managers along with our dedicated Manager Client Service and Sales and Administration team. My team is committed to growing quality, profitable and client centric businesses with the assistance of our retail and wealth colleagues. I look forward to continuing to grow the Mississauga branch in the Peel district.
At TD Wealth Private Investment Advice and TD Wealth Private Investment Counsel, we want you to continue along the path of accumulating assets. And we believe we have the opportunities to help you in this quest. In fact, we have access to a leading-edge referral network that has the drive, incentive and commitment to channel qualified leads across the country. This commitment to sharing opportunities is engrained in our culture and allows you to work together with our extended Wealth team for the best possible client experience. If you are an elite, seasoned Investment Advisor or Portfolio Manager, contact me today to learn about the TD advantage.
*STAR award is given to TD Wealth employees who maintain a high level of professional business conduct and integrity throughout the year as well as demonstrate excellence in their role.