Meet The Team
Associate Investment Advisor
B.Comm. (Hons)
CFP®
As a TD Wealth Investment Advisor, I want to exceed my clients' expectations through a strategy that combines my skills, knowledge and experience. As a holder of the Certified Financial Planner designation, I believe I can add value because of the disciplined and consultative approach I take to advising my clients and planning for their future. I follow a financial planning framework that touches on all areas of my clients' financial make-up; not solely investments. I seek long-term relationships based on trust, not associations that frequently centre on short-term trading activity.
I earned my Bachelor of Commerce (Honours) degree from Queen's University in 1975. That same year I joined the Toronto-Dominion Bank and have held progressively responsible management positions in Branch management, commercial lending, marketing, equipment leasing and insurance.
I am committed to continuously upgrading my skills through further education. In 1997 I obtained my Certified Financial Planner (CFP) designation after four years of study. I also completed the Level ll qualifications for Life and Disability Insurance Agent in 2002 and am a Life Insurance Advisor with TD Wealth Insurance Services.
Martin Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Queen's University - B. Comm. (Hons), FP Canada - Certified Financial Planner
Senior Investment Advisor
CFA
B.Comm. (Hons)
MBA
My Dad has always been good with money. For my second birthday, he gifted me a pink piggy bank whose underside was inscribed with gold writing. I loved the heaviness of the piggy bank as it amassed more loonies and the anticipation as I poured its contents onto my bed to count how much I had saved. As I have aged, I have continued to appreciate the way in which my savings result in feelings of security, self-reliance, and pride in the ability to partake in the activities that bring me joy.
After my first "Finance II" lecture at Queen's University, I called my Dad. I relayed to him the essence of the lecture and asked, "Isn't this what you do for a living?". I was nearing the end of my teens and hadn't considered eventually pursuing my Dad's profession. But I was intrigued by this lecture and sat in on my first Portfolio Review meetings with Doug a few weeks later when I returned home from Kingston for Reading Week.
I have been hooked ever since.
Naturally a planner and unapologetically goal oriented, I love the wealth advisory business. I see the business as the missing puzzle piece that links that pink, ceramic piggy bank to being able to live a life that you design for yourself.
At twenty-six, I purchased a cottage in Muskoka, Ontario. Buying a cottage was unconventional, but I felt that the cottage lifestyle would be enriching so planning for it became a priority. The feelings of ease and gratitude that overwhelm me when I wake on Saturday mornings to the sound of waves lapping the underside of the dock are feelings that I seek to help my clients realize too.
I began my career at TD Wealth in 2014 and, since then, have built meaningful relationships with clients to ensure that they have thought holistically about their wealth - beyond simply investment management. Committed to learning and upgrading my skills, I earned my Master of Business Administration (MBA) in Investment Management in 2018 and have been a Chartered Financial Analyst (CFA®) charter holder since 2019. I am a Life Insurance Advisor with TD Wealth Insurance Services and I seek to further pursue Responsible Investing and Certified Financial Planning designations.
Of all the topics that I advise upon, I have developed a passion for inter-generational wealth transfer in particular. I work to get clients' children excited about the time that they have on their side to budget, save and invest. This advisory topic comes naturally to me and Doug, considering our unique father-daughter relationship.
I enjoy teaching and choose to volunteer my time with ABC Money Matters, designing and presenting workshops to promote financial literacy among youth and new Canadians. After practicing yoga for more than ten years, I completed a 200-hour Yoga Teacher Training program. During my spare time, I like to ski, hike with my Golden Retriever, and paddle around the lake in our cedar-strip canoe, handmade in and transported from Nova Scotia by my husband's father.
Martin Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
English
ABC Money Matters, CFA Society Toronto
Queen's University - B. Comm. (Hons), Goodman Institute of Investment Management at Concordia University - MBA, CFA Institute - Chartered Financial Analyst
Client Service Associate
B. Comm (Hons)
My role involves managing the day-to-day requirements of Martin Wealth Management clients by acting as their "go-to" resource. Clients should call me to initiate account openings and transfers, to enter trades, to schedule Portfolio Review meetings, and to make queries regarding their TD Wealth Private Investment Advice accounts. I can also assist in connecting clients with TD specialists, including High Net Worth Planners, Estate Planners, and Business Succession Planners.
I earned my Bachelor of Commerce (Honours) degree from the Telfer School of Management at the University of Ottawa in 2019, and shortly after, began my career at TD Wealth. I have experience in many different facets of business after pursuing internships in finance, accounting, and sales. I am committed to upgrading my knowledge by means of continuing education, and am currently enrolled in the CFA® program. In my spare time, I enjoy playing a variety of sports, mainly hockey and golf.
Additional TD Specialists
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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.
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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.
Vice President, Philanthropic Advisory Services
Vice President, Philanthropic Advisory Services
If you're looking for a way to plan your giving more effectively and create a lasting legacy to support the charities that matter most to you, our philanthropic services provide access to the Private Giving Foundation, the first donor-advised fund program launched by a financial institution in Canada. Our TD specialist will work one-on-one with you and your family to incorporate philanthropy into your overall estate and wealth plans, and help you create a legacy that is meaningful to you.
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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.
Executive Trust Officer
Executive Trust Officer
Your Trust Officer with TD Private Trust provides a full range of Estate and Trust services that includes supporting you with your Will and Power of Attorney for property (POA) planning needs where The Canada Trust Company will act as your executor or attorney, and assisting you when you act as attorney or executor for a family member or friend. Your Trust Officer focuses on building long lasting relationships with you and your loved ones by providing continuity during the implementation of your financial and estate plan. From planning through administration, your Trust Officer supports you in creating a lasting legacy.
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.
