Management Team
I’ve spent over 20 years with TD in roles spanning coast to coast, from Halifax and Moncton to British Columbia, gaining a deep understanding of TD’s business and the diverse financial needs of clients across Canada. For the past two years, I’ve had the privilege of serving as a Branch Manager in the Okanagan, where my focus is on coaching, strategic planning, and providing the support advisors need to grow their practices. At TD, we believe in helping advisors succeed so they can deliver exceptional outcomes for their clients.
My commitment is to ensure every client’s financial objectives are met through a comprehensive four-pillar planning approach. This means creating strategies that address all aspects of their financial life including investments, retirement, insurance, and estate planning while fostering trust and transparency at every step. By engaging specialists when needed and maintaining a proactive planning mindset, we help clients feel confident about their future and achieve their long-term goals.
My wife and two kids have embraced the beauty of the Okanagan since moving back to B.C., and we love exploring the outdoors together. I’m excited to bring my experience and passion for leadership to this vibrant community and continue helping advisors and clients thrive.
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 38 employees and over $3 billion under management. My job consists of working closely with my Branch Manager, Dylan Tufford. 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 family where we grew up and look forward to sharing our favorite childhood memories with our kids.
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.