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I have been providing wealth advice to my clients since 1983. Through my many years of working in the financial industry, I have gained extensive knowledge of the markets and investment products, and have considerable experience managing large investment portfolios. I take a personal interest in the financial success of all of my clients, providing individually tailored advice to serve their needs. Communication and building lasting relationships are key to my success.
My approach…
I take a disciplined approach to wealth management to help my clients accumulate and preserve their wealth. Whether clients are new or long-standing, I go above and beyond to make each of them feel that they are my top priority, because they are. I stay focused on my clients’ objectives, working with them to achieve their short- and long-term financial goals, whatever they may be. I design specialized client portfolios to help maximize investor return for various risk levels, but before I put an investment strategy in place, I spend a lot of time with my clients, getting to know their comfort level, risk tolerance, goals and objectives. Being a good listener is an important quality in an investment advisor and it’s something I do well. I listen to my clients as they describe their plans and dreams and am receptive and open to their suggestions, input and questions. I anticipate necessary adjustments and recommend solutions where appropriate on an ongoing basis, and I always strive to keep my clients informed and up to date on current market information. For retirement and estate planning, I draw on a network of trusted professionals. The bottom line is that with the help of my committed team, I focus every day on providing exceptional service to my clients as I work with them to achieve their financial objectives.
About me…
Born and raised in Saint John, and currently living in Rothesay, I have strong ties to my community and believe in giving back. Currently, I am the Chair of the United Way Saint John, Kings & Charlotte 2020 Community Campaign. I encourage you to visit United Way. In the video a mother shares her story of the positive impact a supported United Way agency had on the life of her young daughter and herself. I also sit on the TD Female Advisory Council (TD Women and Wealth), as well as the Board of Directors for the Saint John Airport Authority. In addition, I am on the leadership team for the Business Community Anti-Poverty Initiative (BCAPI). Over the years I have raised funds for numerous charitable organizations, including the Canadian Breast Cancer Run for the Cure (Chair), Muriel McQueen Fergusson Foundation, Teen Resource Centre (TRC), St. Joseph’s Hospital Foundation and Hospice of Greater Saint John. I have also served on the TD National Advisory Committee and the Board of Governors for both Rothesay Netherwood School and St. Thomas University. I strive for balance in life, so in addition to my career and community involvement, I love spending time with family and friends, enjoying the outdoors, cooking, travelling and reading.
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
I was born and raised in Truro, Nova Scotia and have an undergraduate degree from St. Francis Xavier University and my Masters in Business Administration (MBA) from Saint Mary's University, where I was president of my class. While at St. Mary’s, I was inducted into Beta Gamma Sigma, an international business honour society recognizing academic excellence. I am the founder and past president of the Sobey School of Business - Net Impact chapter, the mission of which is to make a positive social and environmental impact on communities, both locally and abroad. I have also held volunteer positions with organizations such as Big Brothers Big Sisters, the Tim Hortons Children's Foundation and the United Way.
Prior to joining Nancy at TD Wealth, I worked at TD Commercial Banking. I am passionate about finance and helping people reach their financial goals, and I am pleased to be working with Nancy in providing exceptional service to our clients.
More about me…
My wife, Adrienne, and I live in Quispamsis, New Brunswick — Adrienne’s hometown — with our dog, Cali. In my spare time, I enjoy hiking, golfing, basketball and all things sport.
I have a diverse background in financial services and over 10 years’ experience in client service. Before joining Nancy’s team, I was a Financial Services Representative for TD Canada Trust and, most recently, a Business Resource Officer for TD Insurance, where I held a general insurance license. I graduated from the New Brunswick Community College with a diploma in Business Administration, Investment Management. I am committed to continuing my education, having recently completed the Canadian Securities course and the Conduct and Practices Handbook course.
My education and professional background have taught me the importance of a disciplined approach to financial management, as well as effective communication, when helping clients meet their objectives. My number one focus is our clients and ensuring they receive the best possible service experience. I enjoy being part of Nancy’s team because her clients are always top of mind, and she is focused every day on the service she and her team provide. Nancy builds easy, comfortable relationships with her clients and keeps them informed and up to date with current market information. She has a disciplined wealth management approach and works with each client to help them meet their goals, no matter how big or small. I am extremely happy to be working alongside Nancy in providing exceptional service to our clients. More about me…
I grew up in Rothesay and have been a life-long resident of the Saint John area. I volunteered for a number of years with Junior Achievement New Brunswick, as I believe in giving back to my community and supporting youth. I enjoy travelling and yoga; and on the weekends, my husband and I love taking our dog, Echo, on adventures around New Brunswick.
Retirement planning is an ongoing process that helps provide financial peace of mind in the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
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.
Michael Josey
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.
Chris McKee
Trust Officer
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.
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