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 Wiebe emigrated to Canada from Kenya in the Fall of 1995. Liz began her career in financial industry in Edmonton with Levesque Securities, which later became National Bank Financial, as a receptionist. Later on, Liz moved to their back office operations where she was responsible for numerous day to day banking transactions.
Liz took time off work when her youngest daughter was born in 2002 and did volunteer work with the Baptist Church she and her family attended. Liz led the ladies' bible studies and volunteered in the church office doing administrative tasks. In 2006, Liz joined their staff in an administrative role, which she enjoyed. Among other tasks her role included publishing weekly church bulletins, sending emails to the congregants, and editing the pastor's sermons etc.
Liz and her family moved to Ottawa in the summer of 2009 due to her husband's job transfer with the federal government. Liz worked at a HomeSense retail store as a sales associate as she helped settle her family into their new home and new schools.
Liz returned to the financial world in the spring of 2010 when she joined CIBC branch closer to her home and became the Head Customer Service Representative. Liz enjoyed working with their regular clients, building existing relationships and helping new clients. Liz moved to a CIBC branch closer to her home and became the Head Customer Service Representative. Liz oversaw the branch opening procedures, the distribution of cash, and the management of cash levels for the Customer Service Representatives.
In the fall of 2015, Liz transitioned to CIBC Wood Gundy as an Administrative Assistant. This role provided opportunity for Liz to use her customer service experience to be effective in helping clients with their portfolios.
Liz left Wood Gundy in the spring of 2017 and was thrilled to join the Klyman team with TD Wealth Private Investment Advice as a Client Service Associate. Liz is excited to be part of such a dynamic team that puts our clients first.
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.