Meet The Team
Senior Investment Advisor
FMA
FCSI®
Originally from Toronto, I have been an Ottawa resident since 1978. I strive to provide my clients with higher rates of return through a broad base of conservative investment products to help them achieve their financial objectives. I do this by making my clients aware of the many different investment products available which may meet their needs and which, and this is very important, they can feel comfortable with. I received a Bachelor of Arts degree in Political Science from the University of Western Ontario and a Business Degree from the University of Ottawa. I joined McLeod Young Weir in January 1984 in Ottawa. In 1988, McLeod Young Weir was purchased by the Bank of Nova Scotia, and subsequently renamed ScotiaMcLeod. I was appointed Associate Director at ScotiaMcLeod in 1995, then Director in 1999. I joined TD Wealth Private Investment Advice in 2000. With over 30 years of experience advising families, I welcome the opportunity to assist you in your financial strategies!
Investment Advisor
CFA
10+ years of financial services experience at TD, a University of Ottawa graduate and CFA® Charterholder. Previously worked as a Commercial Banker for most of his banking career and currently works in a portfolio management and advisory capacity with clients.
Client Service Associate
Client Service Associate
Liz started her career in the Financial Industry in the mid-90s, starting at reception and back office and then taking on an Adminstrative role. When her family moved from Edmonton to Ottawa in 2009, Liz worked in Retail as a Sales Associate and later returned to the Financial World spring of 2010, working at a CIBC Branch closest to her home, as a Head Customer Service Representative.
Liz transitioned to the Brokerage firm as a Client Associate in 2015, and in 2017 joined Klyman Wealth Advisory Group, at TD Wealth Private Investment Advice as a Client Service Associate.
Liz is thrilled to be a part of this dynamic team for over 9 years, providing excellent customer service to our clients, anticipating and meeting client needs while building relationships with existing and new clients.
Liz is married and a mother of 3 adult daughters.
Client Service Associate
Client Service Associate
Lori Nicholls has been a TD employee for over 20 years. She has worked in the retail branch for most of her career with TD Canada Trust, at various branches and in various roles, such as Sales and Service Administrator, Lead Customer Experience Associate, and Manager, Customer Experience.
Born in Toronto, Lori moved to Ottawa from the Durham region in September 2016. Lori's retail banking background combined with her administrative experience has enabled her to move to TD Wealth Private Investment Advice and expand her career with TD. She has been with TD Wealth Private Investment Advice and Klyman Wealth Advisory Group since February 2024.
In her spare time, Lori enjoys spending time with her husband, 2 daughters and 2 stepchildren. She has a passion for providing an exceptional customer experience to every client she is involved with.