Meet The Team
Associate Portfolio Manager
Senior Investment Advisor
CIWM
CFP®
CIM®
Wade has over a decade of industry experience and pride in offering exceptional client service. He has a passion for guiding affluent families in the efficient structuring of their wealth, using tailored planning strategies and prudent portfolio management.
Wade's extensive education and experience in wealth planning for families, business owners, and professionals allows him to address virtually all their financial needs. From retirement planning, estate planning strategies, risk management, investment, and taxation strategies, Wade works with clients to ensure their needs and concerns are addressed and a plan is in place to efficiently accomplish their goals.
Wade holds an advanced diploma in Financial Planning from Centennial College and a diploma in Financial Planning from The Canadian Institute of Financial Planning. He is also a Life Insurance Advisor with TD Wealth Insurance Services. Wade holds the following designations: Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), Certified International Wealth Manager (CIWM), and Registered Retirement Consultant (RRC®).
As an Associate Portfolio Manager, he frees clients from having to make investment decisions while maintaining a portfolio they understand and are comfortable with. The CIWM is an advanced internationally recognized designation for experienced professionals. One of the highest designations for integrated wealth management planning around the world. Having earned these designations, Wade has the comprehensive knowledge and experience required to advise clients on sophisticated retirement and investment management strategies and discuss complex estate and tax planning strategies.
Wade volunteers his time as an active member on the board of directors for the Gilda's Club of Simcoe Muskoka. Outside of work, he is usually studying to advance his knowledge and keep on top of leading industry opportunities for clients. Wade and his wife have three children and are actively involved in local conservation organizations, often attending fundraising events and as members of a local conservation group. They enjoy spending their time outdoors, hiking, swimming, gardening, and camping.
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.
Trust Officer
Trust Officer
Your experienced Trust Officer will provide a full-range of Estate and Trust services including supporting you with Will and Power of Attorney for property (POA) planning needs, when you are interested in appointing a Professional Corporate Executor or Attorney. We will also explain how we can assist you if you are acting in these roles. Our team is focused on building a long lasting relationship with you and your family in order to assist in the management of your financial and estate plans throughout the accumulation, preservation and transition periods. You are the architect of your legacy - we can help with the blueprint.
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.
High Net Worth Planner
High Net Worth Planner
As a High Net Worth Planner of the TD Wealth Advisory Services Team, Alicia works collaboratively with TD Advisors to provide their clients with tax and retirement planning to assist them in developing a Wealth Plan. Alicia will work with clients and their tax and legal advisors, as appropriate, to provide comprehensive wealth planning strategies including determining retirement income needs, identifying complex tax and estate planning considerations, planning for private corporations, and creating tax-efficient charitable giving plans.
Alicia holds a Chartered Professional Accountant, Chartered Accountant (CPA, CA) designation from CPA Ontario and a U.S. Chartered Professional Accountant (CPA) designation from the State of Illinois Department of Financial and Professional Regulation. She also holds a Bachelor of Science from McGill University.
Alicia has over 10 years of experience in public accounting at large international and mid-sized national accounting firms. Prior to joining TD, Alicia was a Senior Manager at MNP LLP in Toronto where she specialized in providing Canadian and U.S. tax planning and consulting services to high-net-worth individuals and families with complex cross-border and international tax needs.
Alicia is an experienced professional who looks forward to working with you to help make you and your family's financial goals a reality.