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Originally from Toronto, I have been an Ottawa resident since 1978. I strive to provide my clients with higher rates of return through a broad base of conservative investment products to help them achieve their financial objectives. I do this by making my clients aware of the many different investment products available which may meet their needs and which, and this is very important, they can feel comfortable with. I received a Bachelor of Arts degree in Political Science from the University of Western Ontario and a Business Degree from the University of Ottawa. I joined McLeod Young Weir in January 1984 in Ottawa. In 1988, McLeod Young Weir was purchased by the Bank of Nova Scotia, and subsequently renamed ScotiaMcLeod. I was appointed Associate Director at ScotiaMcLeod in 1995, then Director in 1999. I joined TD Wealth Private Investment Advice in 2000 as a Senior Vice President and Investment Advisor. With over 30 years of experience advising families, I welcome the opportunity to assist you in your financial strategies!
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
Lauri Gray worked for Scotiabank for 10 years in both the retail branches as well as the Eastern Ontatrio Regional Office. During this period she worked in Credit, Mortgages, and as the Administration Officer in the Credit Department for Scotiabank, Eastern Ontario Regional Office.
Lauri Gray joined Scotia McLeod in May, 1998 and worked with Mark Klyman's team as the Client Services Assistant.
In 2000, Lauri joined TD Evergreen, the full service investment firm of the TD Bank Finanacial Group along with Mark Klyman. TD Evergreen has been renamed TD Wealth, Private Investment Advice. After obtaining designations noted above, Lauri is the Associate Investment Advisor on the team.
Lauri Gray and Mark Klyman have worked together for nearly 20 years. During the past 20 years, we have developed long term relationships with our clients. We strive to provide legendary service to our clients.
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 CPA, CA
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.
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement Planning
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
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