Meet The Team
Manager Client Service
Manager Client Service
As a Manager Client Services, Debbie leads a team of Client Service Associates, at the Saint John, NB, office. Debbie is fully committed to promoting and maintaining an exceptional employee and client experience, while overseeing branch operations and actively contributing to the success of investment goals for the Fitzpatrick Wealth Management team.
With more than 26 years of industry experience, Debbie received her Personal Financial Planner (PFP®) designation and works very closely with her team to ensure continued excellence in client service delivery.
Active within the community, Debbie has volunteered countless hours at schools throughout District 8 and has assisted with numerous functions and activities.
Debbie enjoys travel, spending quality time with her family and spoiling her two precious grandchildren.
Client Service Associate
Client Service Associate
As a Client Service Associate, Kim provides dedicated administrative and specialized support to you, our client, as well as the rest of the team. In her role, Kim acts as the primary contact with regard to account administration and day-to-day client inquiries or issues. She is committed to delivering legendary client experiences with courtesy, discretion and professionalism.
Kim is committed to the client experience. Bringing 19 years of experience to her role, combined with her knowledge and skills, she builds strong relationships with clients, earning their trust and confidence.
Kim maintains client account records, provides administrative support, prepares reports and accesses up to date market research. She holds a Business Management Diploma from the New Brunswick Community College and has completed many industry courses as part of her continuing education.
Spending time with family and friends, travelling and exploring local attractions are just a few of the things she enjoys in her spare time.
Client Service Associate
Client Service Associate
As a Client Service Associate, Jennifer provides dedicated administrative and specialized support to you, our client, as well as the rest of the team. In her role, Jennifer acts as the primary contact with regard to account administration and day-to-day client inquiries or issues. She is committed to delivering legendary client experiences with courtesy, discretion and professionalism.
Jennifer holds an Administrative Assistant diploma from the New Brunswick Community College and possesses 16 years of administrative experience within the Financial Industry. She is licensed through IIROC as a registered representative.
Jennifer is a direct point of contact for account administration and day-to-day client inquiries or issues. She is committed to delivering legendary client experiences with courtesy, discretion and professionalism
Jennifer has spent numerous hours in various volunteer capacities, having recently joined two committees with a local school. She enjoys spending time with family and friends and travelling New Brunswick.
Additional TD Specialists
.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.
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.
Executive Trust Officer
Executive 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.
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.
