At TD Wealth our objective is to help you plan for your financial future.

Working together to help you achieve your goals - whether you are investing for yourself, your family, your business or your organization - one of our experienced Advisors can provide you with tailored investment solutions to help you build and achieve your specific goals. Our Investment Advisors and Portfolio Managers, located in Kelowna, Kamloops and Prince George, can offer comprehensive wealth management advice to help guide you through today’s increasingly complex marketplace.

I have been a part of the TD Wealth team as Manager of Client Service supporting TD Wealth Private Investment Advice since 2009 . We work with 41 employees and over $2 billion under management. My job consists of working closely with my Branch Manager, Lars Bjornson. Our teams are committed to discovering and achieving the needs of high and ultra-high net worth Canadians and bringing the very best of TD to them. Along with our team of investment professionals, we also work in collaboration with other TD Specialists. They specialize in wealth protection, insurance solutions, estate planning, trust services and charitable giving strategies, working to help grow, protect and enhance our clients’ financial lives. 

I feel proud to have grown up in the Okanagan as well as receive my education locally. My husband and I enjoy everything the Okanagan has to offer; we can often be found hiking Mount Boucherie and enjoying the local sights. We are thrilled to be able to raise our young daughter where we grew up and look forward to sharing our favorite childhood memories with her.

As Manager of Client Services at TD Wealth Private Investment Advice, I would be pleased to introduce you to an Investment Advisor or Portfolio Manager that I feel is most suited to your needs. Please feel free to contact me today.