Meet The Team
Senior Portfolio Manager
Senior Investment Advisor
BBA
CPA
FCSI®
Steve has over 25 years of experience advising high net worth investors. He and his team have navigated many market cycles successfully throughout his career. Steve believes in an integrated approach leveraging TD Wealth's extensive planning expertise to provide a unique strategy for each client relationship.
As a seasoned Portfolio Manager with a Chartered Professional Accountant designation, Steve maintains high professional and ethical standards in advising business owners and families. Steve also holds the Fellow of the Canadian Securities Institute (FCSI®) designation, which is reserved for professionals demonstrating strong leadership, integrity, commitment, and dedication to their clients and the industry.
Client Relationship Associate
CIM®
BBA
Cathy started her career at TD Wealth and joined the West Georgia Wealth team in summer 2020. With past work experiences at another major financial institution and a global consulting company, Cathy has developed her passion for wealth management and is committed to delivering dedicated and convenient service to clients. Her focus is assisting with client inquiries as well as ensuring the team operates at optimal level.
Graduated from Simon Fraser University with a Finance and Accounting background, Cathy is currently working towards her Chartered Financial Analyst (CFA) designation to enhance her expertise in the financial industry further.
Fluent in both English and Mandarin, Cathy is able to create tailored customer experiences to clients. In her spare time, Cathy enjoys crafting, baking sweets at home, and spending quality time with her family and her cat, Milky.
Client Service Associate
B.Sc.
Administrative Associate
BA
Additional TD Specialists
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.
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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.
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.
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.
