Meet The Team
Client Service Associate
Client Service Associate
Kayla brings over 12 years of experience in the financial service industry to our team. Over the years, her career has progressed with a strong focus on client services and wealth operations, enabling her to help ensure client needs are met efficiently. She graduated from Humber College’s Journalism program and has produced for some of Canada’s top media outlets such as CTV and The National Post. Kayla’s versatile wealth of knowledge, outstanding organizational skills and meticulous attention to detail complement her dedication to delivering exceptional client experiences. She prides herself in her leadership attributes, high level of discernment and demonstrated ability to drive positive results. When Kayla isn’t in the office, she loves staying active, cooking, travelling, discovering new restaurants and spending time with family and friends.
Additional TD Specialists
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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.
Wealth Planning Specialist
Wealth Planning Specialist
As a Wealth Planning Specialist on the TD Wealth Advisory Services team, I work collaboratively
with TD Advisors to assist clients in developing a Wealth Plan that is tailored to their goals and
reflects their vision for the future. I work with clients to provide comprehensive wealth strategies,
including determining retirement income needs, identifying tax and estate planning
considerations, leveraging personal life insurance strategies, and identifying tax-efficient
charitable giving strategies.
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.
