Meet The Team
Associate Investment Advisor
CFP®
Brendan started his career in financial services with TD in 2017. After gaining experience in multiple roles with TD Canada Trust and TD Direct Investing, Brendan joined TD Wealth Private Investment Advice in 2022. As an Associate Investment Advisor, Brendan works with our clients to match financial planning strategies and investment portfolios to their specific needs and goals. Brendan holds the Certified Financial Planning designation and a Bachelors of Business Administration Degree. Brendan is continually advancing his knowledge through various industry courses that enable him to provide support and expertise to our clients. Outside of work, Brendan is an avid golfer and skier.
Additional TD Specialists
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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.
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.
High Net Worth Planner
High Net Worth Planner
As a High Net Worth Planner of the TD Wealth Advisory Services Team, Alicia works collaboratively with TD Advisors to provide their clients with tax and retirement planning to assist them in developing a Wealth Plan. Alicia will work with clients and their tax and legal advisors, as appropriate, to provide comprehensive wealth planning strategies including determining retirement income needs, identifying complex tax and estate planning considerations, planning for private corporations, and creating tax-efficient charitable giving plans.
Alicia holds a Chartered Professional Accountant, Chartered Accountant (CPA, CA) designation from CPA Ontario and a U.S. Chartered Professional Accountant (CPA) designation from the State of Illinois Department of Financial and Professional Regulation. She also holds a Bachelor of Science from McGill University.
Alicia has over 10 years of experience in public accounting at large international and mid-sized national accounting firms. Prior to joining TD, Alicia was a Senior Manager at MNP LLP in Toronto where she specialized in providing Canadian and U.S. tax planning and consulting services to high-net-worth individuals and families with complex cross-border and international tax needs.
Alicia is an experienced professional who looks forward to working with you to help make you and your family's financial goals a reality.
Trust Officer
Trust Officer
Your experienced Trust Officer will provide a full-range of Estate and Trust services including supporting you with Will and Power of Attorney for property (POA) planning needs, when you are interested in appointing a Professional Corporate Executor or Attorney. We will also explain how we can assist you if you are acting in these roles. Our team is focused on building a long lasting relationship with you and your family in order to assist in the management of your financial and estate plans throughout the accumulation, preservation and transition periods. You are the architect of your legacy - we can help with the blueprint.
