Legacy Wealth Advisory Group

A financial professional for over 15 years, Kathryn joined TD Wealth in October 2010 bringing her passion for holistic wealth management and helping clients achieve a successful financial future.

Kathryn knew from an early age she wanted to be an advisor, following in her father's footsteps. Kathryn's knowledge, experience and commitment have developed deep long-lasting relationships with her valued clients.

Kathryn and her team strive to help individuals and their families focus on living and enjoy what matters most to them. Through a disciplined portfolio management process and prudent planning, Kathryn works closely to identify clients' unique goals and values, while keeping abreast with the ever-changing market environment.

Kathryn believes her clients should have options, so they can navigate the good, the bad, and the unexpected that life brings and be confident in the financial decisions they make and build a legacy they can be proud of.

Kathryn holds a Bachelor of Commerce degree (B.Comm.) in Finance from the University of Alberta and studied abroad in Economics at the University of Edinburgh, Scotland and the Philipps University of Marburg, Germany on international exchanges. Kathryn holds the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations. She also holds the Certificate in Retirement Strategy issued by the Canadian Securities Institute.

Kathryn enjoys hiking in the Rocky Mountains with her family and travelling off the beaten path. She has volunteered with the Special Olympics and Calgary Drop-In Centre.

Benjamin provides efficient and specialized support on a diverse range of assignments. His duties include working directly with clients to perform account administration, answer enquiries, follow up after meetings, and accurately execute trades and transfers. Ben excels at fostering client relationships and helping people open new accounts, source credit products and enjoy their investment advisory journey.

Ben graduated from the University of Calgary in 2008 and joined TD Wealth in 2013. Outside from work, Ben enjoys biking, hiking, badminton, tennis and relaxing outdoors with his wife. He is also fluent in Cantonese

Alison performs diverse administrative tasks with efficiency and care. She keeps account operations organized, opens accounts, transfers funds, gathers information, answers client questions, prepares tax packages, and clears queries.

After earning her Business Administration Diploma from the Southern Alberta Institute of Technology in 2010, Allison joined our team at TD Wealth Private Investment Advice in 2012 as a Client Service Associate. In 2020, Alison was promoted to the position of Client Relationship Associate, enabling her to help clients in a greater capacity. She speaks Cantonese and Mandarin fluently and unwinds by playing badminton with her husband and friends.

As an Administrative Associate Tharan provides dedicated and specialized support on a diverse range of services to the Legacy Wealth Advisory Group team. As an integral part of the team, Tharan works directly with clients to perform account administration and openings, answer enquiries, and accurately execute transfers with courtesy, diligence, and professionalism.

Tharan graduated from the University of Calgary in 2010 and after starting a career in hospitality, transitioned to TD Canada Trust in 2018 to pursue his interest in finance and wealth. Building on his recent experience as a Financial Advisor with TD Canada Trust, Tharan continues to develop his skills and interests in the investment industry.

Tharan enjoys participating and watching sports, spending time with his family, reading, and cooking. He is also fluent in Arabic.