Meet The Team

Senior Investment Advisor

CFA

B.Comm. (Hons)

MBA

Money always meant more than just dollars and cents in our house. For my second birthday, my Dad gave me a pink ceramic piggy bank with gold writing inscribed on the bottom. I didn’t know it then, but those early moments — hearing the loonies clink inside, dumping them out to count what I’d saved — were my first lessons in the peace of mind and flexibility that money could create.

I never planned to follow in my Dad’s professional footsteps. But during a Finance lecture during my second year at Queen’s University, something clicked. The concept of investing to grow your money fascinated me — and I realized it might be exactly what my Dad had been doing all along. A few weeks later, over Reading Week, I sat in on my first client meetings with him. 

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 my pink, ceramic piggy bank to being able to design a life that reflects your values. 

Since joining TD Wealth in 2014, I’ve been helping clients think holistically about their wealth — beyond simply investment management.  I feel that money should be respected, but not feared; saved responsibly, but not hoarded; spent wisely, and with joy.  I have witnessed first-hand the powerful combination of outside-the-box thinking and a dedicated saving and investing practice. It is what led my husband and me to purchase a small recreational property in Muskoka in our mid-20s.  It’s now our year-round home and the backdrop for the slower, nature-filled life we love.

I hold an MBA in Investment Management, the CFA® designation, and I'm a licensed Life Insurance Advisor with TD Wealth Insurance Services. I leverage these tools to engage in thoughtful dialogue with my clients, helping them feel confident about their financial lives so that money can feel empowering, rather than something that causes stress.

When I’m not working with clients, I enjoy volunteering with ABC Money Matters to promote financial literacy for youth and new Canadians. I’m also a certified yoga instructor and spend as much time outdoors with my husband and daughter as I can — paddling around the lake in our cedar-strip canoe, hiking with our Golden Retriever, and skiing in the Blue Mountains.

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

Administrative Associate

As an Administrative Associate of Martin Wealth Management, my focus is building strong client relationships, assisting with day-to-day inquiries, and ensuring clients' needs are attended to in a prompt and professional manner.

Before joining TD Wealth in May 2025, I spent 2.5 years working in a TD Canada Trust retail branch in Barrie where I built a strong foundation in client service and financial operations. I recently earned my Bachelor of Science in Psychology, along with a Certificate in Disability Management, from Dalhousie University in December 2024.

Outside of the office, I love spending time at the cottage on Georgian Bay and staying busy with my rotating list of hobbies - including reading, knitting, camping and hiking. The latter I am fortunate to always have some company; my four-year-old Australian Shepherd-German Shepherd mix, named Ringo, who always manages to keep me on my toes.