Meet The Team
Portfolio Manager
Portfolio Manager
Sarah Thor is a Portfolio Manager bringing a depth of knowledge to one of the most dedicated Portfolio Management Teams within TD Wealth Private Investment Advice. With over a decade of experience with TD Wealth Financial Planning as a Senior Financial Planner, Sarah knows what truly drives the Wealth Management experience and process.
Sarah holds a Bachelor of Science in Mathematics as well as a Bachelor of Physical and Health Education from Queen’s University. She has completed the Certificate in Retirement Strategy and holds the following designations: Certified Financial Planner (CFP®), Financial Management Advisor (FMA), Canadian Investment Manager (CIM), and the Fellow of the Canadian Securities Institute ( FCSI®). The FCSI® is the highest honour in Canadian financial services and one of the most senior credentials offered by the Canadian Securities Institute. It is awarded to financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry
Sarah is from Midland and now enjoys working in her home town with her husband Michael Thor.
Associate Investment Advisor
Associate Investment Advisor
Stephen joined the Thor Wealth Management Group in December 2021, after beginning his career in the industry earlier that year. Stephen is a recent graduate from McMaster University, where he graduated with an Honours Bachelor of Commerce. He has successfully completed the Canadian Securities Course (CSC), Wealth Management Essentials (WME) and Advanced Investment Strategies (AIS), as he continues to further his education in the Wealth Management industry.
A Midland resident, Stephen was born and raised in the area and is excited to be able to work in his hometown. Stephen's an avid hockey and golf fan who enjoys spending much of his free time on the golf course.
Client Relationship Associate
Client Relationship Associate
Doug commenced his career in the financial service industry in 1992. Over the past 22 years, Doug has developed his career and brings a wealth of knowledge and experience to the Thor Wealth Management Group. As a Client Relationship Associate, Doug assists the Portfolio Managers in the general day to day management of portfolios. Doug has completed his Canadian Securities course and his Wealth Management Essentials (WME), the cornerstone of educational requirements for the financial industry.
In every client relationship, Doug strives to deliver outstanding advice and has developed a close relationship with our clients. Doug believes in Service Excellence and he always tries his best to ensure the client experience he delivers is the best in class.
Doug and wife Debbie along with their two boys moved to Midland in 2006. They love living in “Cottage Country” and are enjoying all that the Midland area has to offer.
Client Service Associate
Client Service Associate
Danielle joined TD Bank Group in April 2006. In September 2008, Danielle was selected to join the Thor Wealth Management Group as she helped deliver what we viewed as exceptional customer service at TD Canada Trust.
Danielle's responsibilities as a Client Service Associate consist of account administrative duties where she leverages her attention to details to ensure all requests are handled properly. Danielle greets all clients with her warm friendly personality and has developed a good rapport with clients and is able to effectively assist them with all their administrative needs.
Danielle has completed the Canadian Securities Course, the cornerstone educational requirement in the financial industry.
Client Service Associate
Client Service Associate
Stevie Lee started with TD Wealth Private Investment Advice in 2019 and was selected to join the Thor Wealth Management Group.
Stevie Lee's responsibilities as a Client Service Associate consist of account administrative duties where she leverages her attention to details to ensure all requests are handled properly. She greets all clients with her warm friendly personality and has developed a good rapport with clients and is able to effectively assist them with all their administrative needs.
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.
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Business Succession Advisor
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
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High Net Worth Planner
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.
