Investment Advisor
CFA
10+ years of financial services experience at TD, a University of Ottawa graduate and CFA®
Charterholder. Previously worked as a Commercial Banker for most of his banking career and currently works in a portfolio management and advisory capacity with clients.
Client Service Associate
Client Service Associate
Lori Nicholls has been a TD employee for over 20 years. She has worked in the retail branch for most of her career with TD Canada Trust, at various branches and in various roles, such as Sales and Service Administrator, Lead Customer Experience Associate, and Manager, Customer Experience.
Born in Toronto, Lori moved to Ottawa from the Durham region in September 2016. Lori's retail banking background combined with her administrative experience has enabled her to move to TD Wealth Private Investment Advice and expand her career with TD. She has been with TD Wealth Private Investment Advice and Klyman Wealth Advisory Group since February 2024.
In her spare time, Lori enjoys spending time with her husband, 2 daughters and 2 stepchildren. She has a passion to provide an exceptional customer experience for every client she in involved with.
