Associate Investment Advisor
2543119
1086856
Associate Investment Advisor
2543119
1086856
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.
Client Service Associate
Client Service Associate
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.
