Meet The Team
Associate Investment Advisor
Associate Investment Advisor
At Wilfrid Laurier University, Niko earned an Honours Bachelor of Arts in History with a Business Management Option in 2013. He has completed the Investment Funds in Canada, Canadian Securities, Conduct and Practices Handbook and Wealth Management Essentials Courses through the Canadian Securities Institute. Niko began his career with TD Canada Trust as a Customer Service Representative and was soon promoted to Financial Service Representative and then Financial Advisor. Niko works with clients to help them reach their financial goals and completes in depth retirement plans for clients. Niko has earned his Chartered Investment Manager designation and assists Michael with asset allocation and investment recommendations.
Client Service Associate
Client Service Associate
Sharon began her career in December 1991 as a Customer Service Representative with Canada Trust. She held other roles as a Financial Service Representative and has completed the Canadian Investment Funds Course, the Professional Financial Planning Course and the Branch Compliance Officer's Course. Sharon moved on to the TD Canada Trust branch at Hespeler Road as the Manager of Customer Experience where she studied and completed the Canadian Securities Course prior to transitioning to TD Wealth in October 2021. Sharon is happy to be a part of our team and strives to provide a legendary client experience to our valued clients.
Administrative Associate
Administrative Associate
