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At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That’s why we take the time to understand you, your family and your values. Whether your needs are straightforward or complex, we’re dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you’re on track to achieve the future you envision for yourself.
As a TD Wealth Branch Manager, my mandate is to help you preserve and grow your wealth through our tailored investment solutions. I lead a diverse and inclusive team of Investment Advisors charged with seeking to exceed clients’ needs for asset accumulation, preservation and growth at Toronto Summit 10. Our investment philosophy is based on understanding your goals, disciplined planning, insightful advice and effective risk management. This philosophy helps us manage risk and navigate an ever-changing investment landscape.
I have been providing my clients with tailored wealth management solutions since 1997, joining TD's management team in 2009.
When I’m not engaging with clients, I am actively-involved in a wide range of charitable and community organizations. As the mother of two daughters, I have a special place in my heart for groups that support women and girls: for the last 25+ years, I've supported two children though Plan Canada; I've been a Girl Guide leader and served for many years as president of a non-profit daycare. I continue to fundraise for Sick Kids, the Canadian Women's Foundation and various groups working in Regent Park. Most recently, I became an enthusiastic supporter of Soulpepper Theatre's "Top Women" program, and I continue to be involved with two groups that serve my immediate community: 100 Women Who Care and Heart to Hand.
In my spare time, I am an enthusiastic downhill skier, an “improving” tennis player, and an insatiable bookworm.
Toll Free: (888) 576-4447
Fax: (416) 307-6680
Branch Office: (416) 307-6672
Branch Fax: (416) 307-6680
Our approach to discovery is in-depth – we apply principles of behavioural finance to dig deeper and understand your wealth personality, your goals, your family, and your motivations – because your success can’t be understood with just a set of numbers.
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
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