Meet The Team
Senior Investment Advisor
Senior Investment Advisor
Since 1996, I have been providing investment advice to high net worth families to help them preserve and grow their wealth. I take the time to discover what truly matters to our clients and create customized wealth solutions to help them achieve their goals.
As a dedicated relationship manager, I help our clients realize their vision of success by utilizing a team of TD specialists with experience in everything from investment advice, estate and trust planning, to business succession, tax planning and charitable giving.
I hold a BA (Honours) Economics degree from Queen's University. I am a Senior Investment Advisor with TD Wealth Private Investment Advice. I am also a Life Insurance Advisor through TD Wealth Insurance Services.
I live in Markham with my wife and three children. In my time away from the office I enjoy cycling, fitness, golf and volunteering in the community.
Investment Advisor
CFP®
CIM®
MBA
As an Investment Advisor, my mandate is to help you preserve and grow your wealth though tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. I will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals.
Client Service Associate
Client Service Associate
Alana has been at TD since 2016 and has had previous branch retail experience. In her tenure at TD Canada Trust in Markham, Alana was the recipient of the "Legendary Client Experience Award" in 2017 because of the outstanding client services she provided at branch 798.
She aims to provide all the clients with the "Wow" experience they deserve. Alana is well-versed in the fields of administration, documentation, compliance and account maintenance.
She is extremely proud and pleased to be working with such a client dedicated and experienced team.
Additional TD Specialists
Business Succession Advisor
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
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Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Vice President, Philanthropic Advisory Services
Vice President, Philanthropic Advisory Services
If you're looking for a way to plan your giving more effectively and create a lasting legacy to support the charities that matter most to you, our philanthropic services provide access to the Private Giving Foundation, the first donor-advised fund program launched by a financial institution in Canada. Our TD specialist will work one-on-one with you and your family to incorporate philanthropy into your overall estate and wealth plans, and help you create a legacy that is meaningful to you.
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Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
