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.
Client Service Associate
Client Service Associate
Michael manages our day-to-day communication with clients, helps clients make withdrawals to help them to achieve a steady cash flow, and takes care of our administrative needs. He earned a Bachelor of Business Administration from Laurentian University in 2017 and joined TD Canada Trust in 2016 as a Customer Service Representative.
With a genuine interest in investing and business practices, a natural affinity for planning and the markets, a positive attitude and the gift of connecting with clients on a genuine level, Michael is an enormous asset to our team. In his time off, Michael pursues his passion for music and plays guitar. He also enjoys keeping active by biking and hiking.
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.
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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.
Business Succession Advisor
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
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.
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.