Mark Klyman

Liz Wiebe emigrated to Canada frm Kenya in the Fall of 1995. Liz began her career in financial industry in Edmonton with Levesque Securities, which later bacame National Bank Financial, as a receptionist. Later on, Liz moved to their back office operations where she was responsible for numerous day to day banking transactions.

Liz took time off work when her youngest daughter was born in 2002 and did volunteer work with the Baptist Church she and her family attended. Liz led the ladies' bible studies and volunteered in the church office doing administrative taskes. In 2006, Liz joint their staff in an administrative role, which she enjoyed. Among other tasks her role included publishing weekly church bulletins, sending emails to the congregants, and editing the pastor's sermons etc.

Liz and her family moved to Ottawa in the summer of 2009 due to her husband's job transfer with the federal government. Liz worked at a HomeSense retail store as a sales associate as she helped settle her family into their new home and new schools.

Liz returned to the financial world in the spring of 2010 when she joined CIBC branch closer to her home and became the Head Customer Service Representative. Liz enjoyed working with their regular clients, building existing relationships and helping new clients. Liz moved to a CIBC branch closer to her home and became the Head Customer Service Representative.  Liz was in charge of the branch opening procedures, the distribution of cash, and the management of cash levels for the Customer Service Reporesentatives.

In the fall of 2015, Liz transitioned to CIBC Wood Gendy as an Administrative Assistant. This role provided opportunity for Liz to use her customer service experience to be effective in helping clients with their portfolios.

Liz left Wood Gundy in the spring of 2017 and was thrilled to join the Klyman team with TD Wealth as a licensed Client Service Associate. Liz is excited to be part of such a dynamic team that puts our clients first.

Howard Borts was a partner in a firm of Chartered Accountants for over 30 years. Howard specialized in providing accounting, auditing, and taxation services to a wide range of corporate, personal, and not-for-profit clients.

Howard spent 10 years in industry and the Federal government in the financial services and management consulting fields before returning to public accounting.

In 2015 Howard retired from public accounting. In 2017, Howard joined Mark Klyman's team at TD Wealth. Howard works closely with Mark Klyman in preparing financial plans.

Howard has sat on committees at the Institute of Chartered Accountants of Ontario and served on the boards of not-for-profit organizations. Howard enjoys golf, hockey, and travel.