Dana was born on a small reserve in Northern Ontario but has lived in Sudbury since the age of four. She began working for the TD Retail Branch in 2019, before joining the TD Wealth Private Investment Advice Team in 2024.
Dana is a Laurentian University graduate, where she attained a Bachelor of Science degree with a Specialization in Actuarial Science, a Major in Psychology, and Minor in Economics. She is a self-proclaimed math and statistics nerd, and huge bookworm.
When not at work, Dana can be found reading or supporting her favourite hockey players. Dana and her family are huge hockey fans, and as such, have been billeting Sudbury Wolves players for the past 10 years.
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.
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.
