Senior Investment Advisor
CFP®
M.A.
CIM®
Geri has provided comprehensive wealth management advice and solutions to her clients since 1999. A Senior Investment Advisor, Geri helps build and protect financial futures and legacies, through a robust discovery process and commitment to service and understanding.
Geri holds the Certified Financial Planner designation, and a masters of Arts in Legal Studies, as well as a BA Hons from Carleton University. Married with three children, Geri is active in her community as a volunteer, most notably through Junior Achievement Canada, for whom she teaches financial literacy. In her off-hours, she is usually at the rink, the dance studio, or the dojo.
English
Associate Investment Advisor
CIM®
Kate Spivakov is an Associate Investment Advisor on
the Maple Hill Wealth Management team. Kate started
her career in the finance industry in 2009 and joined
TD Wealth in 2013. She is dedicated to understanding
individual clients' goals and priorities and working with
them to create personalized wealth plans. Kate strives
to help clients feel confident about their financial
future with her attention to detail and ability to assess
complex situations. She aims to assist them with their
unique circumstances and to provide exceptional
service and an enjoyable wealth experience.
She is a graduate of York University in Toronto and
holds the Chartered Investment Manager (CIM®)
designation. Some of Kate's volunteer work has
included being a member of the Board of Directors at
the Parent Resource Centre in her community, as well
as various other volunteer initiatives such as TD Tree
Days and office fundraisers. She enjoys photography,
hiking, yoga, and traveling with her husband and two
daughters.
Client Service Associate
Client Service Associate
Andrew Woodward is a Client Service Associate
on the Maple Hill Wealth Management team. He provides
dedicated administrative and specialized support to
our clients as well as the rest of the team. In his role, he
acts as the primary contact with regard to account
administration and day-to-day client inquiries and
requests. He is committed to delivering legendary
client experiences with courtesy, discretion and
professionalism. Andrew brings with him 7 years of
managerial and advisory experience from the retail
banking industry. Andrew prides himself on his
excellent level of service and exceptional attention to
detail. He spends most of his free time chasing after
his two young boys, as well as traveling the globe.