Investment Advisor
B. Comm
CFP®
CIM®
Pairing energy and attentiveness with industry-leading financial solutions, Kevin is always looking for better ways to serve his clients.
Kevin holds the Certified Financial Planner (CFP®) designation, the world's most widely recognized financial planning certification, as well as the Chartered Investment Manager (CIM®) designation, which represents advanced expertise in portfolio management, tailored toward affluent clients. Previously, he attended the University of Guelph, earning a B.Comm specializing in Economics and Finance. Kevin joined TD Wealth in 2016.
Born and raised in Sarnia, Kevin continues to live in his hometown with his wife Zoë. In his personal life, Kevin enjoys playing golf and hockey, and recently took up tennis. Kevin is also a regular volunteer at Sarnia's Inn of the Good Shepherd.
Client Service Associate
BA (Hons)
Since joining TD Wealth in 2021, Daniel has helped deliver reliability and efficiency in the daily management of client accounts. He has successfully completed the Canadian Securities Course (CSC®) and the Conducts and Practices Handbook Course (CPH®), and is now working toward obtaining the Wealth Management Essentials (WME®) qualification.
Previously, Daniel enjoyed a 10-year career in the media industry, specializing in reporting on business and economic development. During this time, he interviewed some of North America's foremost business and political figures, from Mark Cuban to President Bill Clinton, lending a unique perspective on the modern market.
Originally from England, Daniel has a degree in Economics from the University of Cambridge. He now lives in Sarnia with his wife Samantha and dog Rosie.