Meet The Team
Client Service Associate
Client Service Associate
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.
Administrative Associate
Administrative Associate
I have many years of experience in high-level customer service and administrative roles, with leading organizations, across multiple industries. Growing up in a family of Insurance Advisors and Financial Planners, I saw first-hand how meaningful their work and clients were to them, so expanding my career into the Financial Services Industry felt like a natural next step for me. Prior to joining Nancy’s team, I enjoyed helping clients at TD Canada Trust. I am passionate about people, and I pride myself on delivering an exceptional experience and building meaningful relationships with clients and team members alike.
Seeing Nancy’s passion for what she does has been a joy. I am excited to be part of her team at TD Wealth — supporting each other, enriching our clients’ experiences and growing my knowledge and skill set within this industry.
More about me…
My husband, two children and I moved to Quispamsis from Belleville, Ontario, in March 2021. Right away, the East Coast felt like home, and we have enjoyed every minute of exploring our new community and endless coastlines. We all — including our dog, Cali — love the outdoors and you can find us swimming, paddling, hiking, skiing and golfing in our spare time. I have a background in photography and interior design from Fanshawe College, and I have volunteered with the GoodLife Kids Foundation and the United Way for many years on various initiatives. Since moving to New Brunswick, I have also volunteered with ACAP Saint John.
