Meet The Team
Senior Investment Advisor
FMA
CIM®
CFP®
Why I do what I do
It is a great privilege to do what I do, and I am grateful to have developed strong relations of trust with my clients over the years.
I often assist clients with unrelated financial questions and have become the "go to" person for any guidance.
My role is to guide clients through lifestyle changes and market volatility to provide financial confidence while adhering to their Financial Plan.
How I help clients
I work closely with TD specialists who provide advice to our clients on Tax and Estate Planning as well as Trust services.
This is a complimentary part of the service that we offer.
Developing a strategic Financial Plan is of utmost importance.
It is important that my clients know that I am there for them at times of lifestyle changes or concerns.
My background
I began my Investment Advisor career at Merrill Lynch in 1999 and joined TD Wealth in 2006.
I hold the Certified Financial Planner (CFP®) and Financial Management Advisor (FMA) designations.
I am also a Life Insurance Advisor with TD Wealth Insurance Services.
My son Dominic is a part of the Team.
English
Senior Investment Advisor
Senior Investment Advisor
Our team's wealth planning process is comprehensive and yet easy to understand. By working with other trusted professional advisors, we address the full scope of investment, retirement, taxation and estate planning strategies. Having a personalized plan is only the first step. Working in collaboration with other professionals, we seek to properly execute your personalized strategy to help you achieve your desired goals.
We believe in building one on one relationships with our clients, based on trust, open communication and full transparency in everything that we do. This has been evident as the majority of our new clients have been referred to us by our existing client families and other trusted professionals. In addition to holding a Bachelor of Business Administration degree; I have over 20 years of experience providing wealth management solutions to families and business owners.
Outside of my practice, I am an avid volunteer and supporter of several charitable organizations in the London community as well as in overseas development projects. I welcome the opportunity to have a life discovery discussion with you to determine if we can collaborate together to help you achieve your ultimate peace of mind.
English
Chinese
Mandarin
Ukrainian
Investment Advisor
CFP®
Why I do what I do
As a Senior Investment Advisor, my work is driven by a natural curiosity and a genuine desire to understand and support the people I serve to be more effective in helping them achieve their financial goals. Growing up, my mother's work taught me that this profession is about more than just managing portfolios; it's about being a problem-solver, a coach, and a trusted friend. The meaningful, relationship-centered approach I saw her take with clients is what continues to inspire my work as a Senior Investment Advisor today.
How I Help Clients
While some may assume my days are spent picking stocks, my true focus is helping clients build practical, personalized plans to achieve their financial goals and aspirations. Philanthropy has also become an increasingly important conversation and we enjoy helping clients shape meaningful legacies that can benefit both their loved ones today and generations to come. Having my Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations allows me to create comprehensive wealth plans including tax strategies that align with each client’s unique needs and ambitions. These serve as a blueprint to help preserve clients' wealth and provide them with financial confidence. I am also a Life Insurance Advisor with TD Wealth Insurance Services.
My Background
Born and raised in the London community. My wife and I are the proud parents of 2 boys. I enjoy golfing, supporting various community events, and traveling to experience new cultures, cuisines, and the incredible people we meet along the way.
Associate Investment Advisor
Associate Investment Advisor
My operating framework is that "everyone's economic and life situation is unique" and as an Associate Investment Advisor I focus on recognizing that and delivering the attention, time and focus when meeting with our clients that they and their family deserve. I am also proud to put a spotlight and play a role in on our team's critical thinking abilities as I believe that is one of the few factors that sets us apart and helps our clients achieve personal and family goals. I also work hand in hand with Dominic to provide investment research, strategy and implementation with a focus on capital preservation while looking to achieve desired returns.
In addition to graduating from both University of Western Ontario & Fanshawe College, I come from an extensive banking, investment and client relations background. That paired with my past experiences across various departments give me the ability to focus on your complete financial well-being.
Outside of work I am very passionate about giving back to the community; I prep and deliver care packages/food to homeless, provide free financial education to teenagers and newcomers to Canada and do volunteer work with local organizations.
Client Relationship Associate
Client Relationship Associate
I have been an integral member of the Lau & Gomes Family Wealth Management Group since 2014. I take pride in providing a high level of service, whether it is meeting with our clients or responding to their inquiries promptly. As part of the team, my focus is on the day-to-day operations and management of our business.I also play an integral role in the preparation of our clients personalized wealth plans tailored to their specific wealth goals. I am also a Life Insurance Advisor through TD Wealth Insurance Services.
Since joining TD in 2011 I have progressed through various roles, which has provided me the skills to focus on aspects of our client's financial well-being. Prior to joining TD, I graduated from St. Clair College.
When away from the office, I am either traveling all over Ontario visiting my family or staying close to home with my husband and new baby girl.
Client Relationship Associate
Client Relationship Associate
I am happy to have recently joined the Lau & Gomes Family Wealth Management Group. Prior to joining the team, I worked as a Client Service Associate with another wealth advisory team at TD Wealth Private Investment Advice since 2003. I am a fundamental member of the team, able to work through simple and complex requests efficiently. I strive to provide a consistent, pleasant, timely and outstanding level of service to all our clients.
In addition to being dedicated to my ongoing professional development, when I am not in the office, I enjoy reading, baking, quilting & making memories with my husband & 2 children.
Client Service Associate
Client Service Associate
I joined TD Wealth Private Investment Advice as a Client Service Associate in 2018. I am committed to delivering exceptional service to each of our clients and assist the group with day-to-day operations, answering account-related inquiries, performing portfolio management support and preparing for meetings. I am fluent in Mandarin and I assist to develop and serve our growing Chinese families.
I graduated from University of Windsor with double major in Accounting and Finance and I started my career with TD in 2015.
In addition to assisting the team, in my free time I enjoy travelling and seeing new places.
Client Service Associate
Client Service Associate
I started my journey with TD in 2015 and since that time I have had the opportunity of working in various roles and branches across Ontario. I am glad to have recently joined the Lau & Gomes Family Wealth Management Group in 2019. I assist the group by handling client-related inquiries and preparing for meetings. Prior to joining the team, I played an integral role as a Client Service Associate with another wealth advisory team at TD Wealth Private Investment Advice.
My work and personal experiences have given me the financial knowledge and skills to provide memorable experiences with every client interaction.
When I am not in the office, I enjoy spending my time with my family, going to the gym, going on hikes and making lasting memories.
