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My process is simple: Through a series of meetings I get to know your personal story and your dreams for the future. After careful research and analysis I design a plan to show how strategically managing and protecting your resources will help get you there.
You will hear from me and my team often as we monitor your progress and make adjustments for life events and economic conditions when necessary. I have an amazing network of professionals to assist with all aspects of wealth management such as education, retirement, and estate planning, trust services, income and asset protection, charitable giving strategies, business succession planning and more. I will be there to guide you through the ups and downs of the roller coaster we call life and I will consistently strive to earn your trust.
Maintaining a high level of education is very important in this ever changing environment and after receiving my Bachelor of Commerce Degree at Saint Mary’s University, I obtained the following designations: Certified Financial Planner and Certified Investment Manager.
Having moved from New Brunswick to Nova Scotia in 1988 I have made Nova Scotia my home and feel it is important to give back to it. I was on the board of Easter Seals of Nova Scotia; an organization that enables Nova Scotians with physical disabilities to enhance their quality of life by realizing their individual potential.
I enjoy golfing and I am a member of the Ashburn Golf Club in the summer and skiing at Wentworth Valley in the winter. I also enjoy long distance running and in 2005 had the amazing experience of competing in the Boston Marathon.
I assist a wide variety of clients including professionals, entrepreneurs, retirees, corporations and organizations. I love to help people and feel that I am in a great profession to do so. In times of volatility and uncertainty it is important to have an advisor who listens, is trustworthy and provides sound financial advice that is based on the most important goals and objectives – yours.
We know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you make your vision a reality.
You've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will structure your investment portfolio to help reduce tax exposure and keep income available as and when you need it.
Life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.
You are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of your wealth.
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.
A big-picture thinker and no-nonsense delegator, Julie keeps the team focused when driving toward a major goal. With her thirst for knowledge she performs portfolio research and due diligence, gathering information on a wide range of topics. Adept at tackling complex problems Julie enjoys creating customized wealth plans and developing estate strategies and is always looking for ways to add value to client relationships.
Julie has been with TD Wealth since 2007 and has her Financial Management Advisor Designation and is a Life Insurance Advisor through TD Wealth Insurance Services. She has completed the Canadian Securities, Professional Financial Planning, Wealth Management Techniques and Advanced Estate Planning and Trust Strategy Courses with the Canadian Securities Institute. Her next challenge is to achieve the Certified Financial Planner designation.
Julie's hands are always full with two active young sons, two rescued cats and one terror of a young rescue dog she brought home from the Dominican Republic. On the rare occasion she has a spare moment Julie enjoys sifting through yard sales and thrift shops for collectibles to refurbish and up-cycle.
With natural enthusiasm and positivity Jennifer has an uncanny ability to connect with others which we feel makes her an excellent client relations ambassador. With strong organizational skills, she prepares and processes all documentation, helps clients with online access to their accounts, manages client correspondence and keeps the team on track. Jennifer is also known for planning events that keep people talking for a long time.
After graduating from Saint Mary's University with a BA in Sociology Jennifer spent over 10 years at TD Canada Trust as a Financial Services Representative and Branch Compliance Officer. She joined TD Wealth in 2015 and has completed her Canadian Securities Course with the Canadian Securities Institute.
As the resident mother hen and chief nurse, Jennifer helps to keep everyone – clients and team alike – healthy and happy. If you even hint at an ailment, you’ll find yourself with a cup of tea, Tylenol and an ice pack, being checked on every 20 minutes. After work, you’ll find Jennifer at the baseball diamond with her son, or lost in a pile of pipe cleaners, glitter and glue guns with her daughter. Come summer, she heads out of town to go camping
Cheerful, positive, patient and friendly, it seems like Lisa always has a smile on her face and her warmth is felt in every client interaction. Helping people comes naturally to Lisa and she happily goes out of her way if her services are needed. Being detail-oriented Lisa handles trading and cash flow management, tracks account activity, cash balances maturities and more.
With over 20 years in the investment industry, Lisa has completed numerous courses with the Canadian Securities Institute and has experience as an Assistant Branch Manager and Compliance Officer. She is a Fellow of the Canadian Securities Institute and has her Financial Management Advisor designation.
Originally hailing from Ontario, Lisa & her husband moved east to Dartmouth in 2000. Lisa hits the gym four times a week and enjoys hiking, gardening, cooking, reading and practicing yoga in addition to lots of summertime cycling. She is the energetic sort who actually likes to cycle to work about 10 months of the year, which keeps her fit to take part in events like running the 10k in the Bluenose Marathon or a Grand Fondo cycling event.
Paula is a natural connector and she manages projects diligently. Her focus on getting things done is matched only by her zest for life and natural enthusiasm. She turns ideas into actions and embraces complex challenges with vigor. Paula graduated from Saint Mary's University with a Bachelor of Commerce degree in Accounting and a minor in Chinese Linguistics. She is a holder of the Chartered Investment Manager designation and is currently working towards her Certified Financial Planner designation. She is also a Life Insurance Advisor with TD Wealth Insurance Services. Paula has been working in the financial services industry for 13 years. Her role involves a focus on Behavioral Finance by exploring your personal and financial biases using the Five Factor Personality Model Discovery Tool. Philanthropic Giving and Estate Planning are integral components to a wealth strategy, she discusses with each client their aspirations and collaborate with TD specialists to create a long-lasting legacy. In addition to her career with TD Wealth, Paula sits on the Executive Team for the Halifax Estate Planning Council, the TD Atlantic Women in Leadership committee, and the TD Atlantic LGBTQ2+ committee. A proud Islander, from Cape Breton, Paula is often described as an old soul at heart with a laugh that warms any situation. She has a deep passion for people and building relationships. Her next greatest love is travel - exploring the world any chance she gets and closer to home she loves camping in her teardrop trailer with her partner David and their dog Bru, a 7-year-old Rhodesian Ridgeback.
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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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.
Suzanne Coggins
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Jo-Anne Ryan
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.
Vanessa LeBlanc
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..
Market Commentary
Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.
advisors.td.com/maryellen.byrne
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New real estate changes for 2023: what they might mean for you
If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.
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Bank of Canada hikes rates, signals more to come in fight against inflation
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The 2022 MoneyTalk tax checklist
While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.
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