Meet The Team
Associate Investment Advisor
Associate Investment Advisor
Olivier is the newest member to join our team, having just recently graduated from Concordia University - John Molson School of Business. While studying, he was working in sales for Tiffany & Co as a diamond specialist and client advisor.
Olivier completed his undergraduate degree from JMSB, majoring in finance, in the Winter of 2022. In addition of completing his CSC earlier this year, he passed his CFA® level I in August 2021 and is a 2023 CFA® level II candidate.
Outside of work, Olivier enjoys golf, hockey, triathlon, and Muay Thai. Other than sports, he enjoys learning new things and is very inquisitive and intellectually curious.
Administrative Associate
Administrative Associate
Financial Security Advisor
Financial Security Advisor
As a Financial Security Advisor with TD Wealth Insurance Services, I work collaboratively with TD Advisors on customized, comprehensive insurance based solutions to assist clients in building, preserving and creating wealth through various tax advantaged strategies. The insurance solutions that I offer, utilize insurance products manufactured by third party insurance carriers. I support insurance sales channels within TD including TD Wealth Private Investment Advice (PIA) and TD Wealth Private Investment Counsel (PIC) as well as those channels that may compliantly refer insurance sales within TD Bank Group.
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.
