Meet The Team
Associate Investment Advisor
CIM®
Vince has eight years of experience in the field of private wealth management. He is an Associate Investment Advisor and he holds the Chartered Investment Manager (CIM®) designation. He successfully passed his CFA Level I examination and is currently enrolled as a candidate in Level II of the Program. During his time at TD, Vince has received the STAR Award for his service and achievements. Outside of the office, he, his wife, and their three dogs enjoy a balanced mix of adventure and relaxation.
As an Associate Investment Advisor, Vince is heavily involved in the provision of holistic wealth solutions to the team's valued clientele. He takes pride in his ability to work with a diverse set of clients to design and implement comprehensive investment strategies. To achieve this goal, he leverages his extensive financial knowledge as well as his desire to intimately understand his clients' needs and goals.
Client Service Associate
BBA
Justin was born and raised here in Calgary. He graduated with a Business Administration Degree from Mount Royal University, with a double major in Financial Analysis and General Management. Prior to joining Jun at TD Wealth in February 2022, Justin had been with TD as a Customer Experience Associate since 2018, honing in on his client facing and customer relation experience. Justin is extremely passionate about striving to make every client experience a positive one. When he is not working, Justin finds enjoyment in both staying active in basketball leagues and lounging around.
As your Client Service Associate, Justin will be in most cases, the first contact when it comes to any administrative tasks. Referred to as the "flight conductor" of the team, he is responsible for all scheduling within the practice. Should you ever be unsure of who to contact, he will always be available.
Additional TD Specialists
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Will and Estate Planner
Will and Estate Planner
The Will 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.
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.
