Senior Investment Advisor
Portfolio Manager
CFP®
M.A.
CIM®
Geri has provided comprehensive wealth management advice and solutions to her clients since 1999. An Associate Portfolio Manager and 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 (CFP®) and a Chartered Investment Manager (CIM®) and a masters of Arts in Legal Studies, as well as a BA Hons from Carleton University. Married with three children, some of Geri's volunteer work has included chairing a not-for-profit, chairing school council/participating in a boundary review for the school board, and convening for a local hockey association. She is an active kayaker and hiker and during her off-hours in the city she is usually at the rink, the dance studio, or the dojo.
English
Investment Advisor
BA (Hons)
CIM®
Kate Spivakov is an 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 Relationship Associate
Client Relationship Associate
Andrew Woodward is a Client Relationship 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.