Collaborative Team Approach Supported by the Strength of TD
We specialize in helping small, medium and large sized business owners, executives, professionals and their families build, protect and transition their business and personal wealth through tax-efficient and integrated solutions, utilizing a holistic wealth management process.
We form a collaborative and comprehensive team with our internal specialists and our clients’ other most trusted advisors, and work together in delivering customized solutions for 11 wealth planning considerations our clients tell us are important to them and integral to their financial success.
We bring decades of experience and committed to provide exceptional service to our clients right here in the Barrie and surrounding area in a very customized and personalized way.
Melinda has 20 experience as an advisor in the investment industry and has worked for a number of internationally recognized investment services companies. Before joining TD Wealth Private Investment Advice she gained much of her experience in Toronto on Bay Street, before moving to Barrie in 2004. Melinda holds a Bachelor of Commerce degree from the University of Windsor and is currently working towards her Portfolio Manager designation. Melinda is actively-involved in a wide range of charitable and community organizations and currently serves on the board of CARP (New Vision of Aging for Canada) Barrie chapter, and is the founding member of Professionals in Partnership. In her spare time, Melinda enjoys snowshoeing and gardening.