Meet The Team
Client Relationship Associate
Client Relationship Associate
Professional Details
- Graduate of the University of New Brunswick with a Bachelors degree in Finance (BBA) and is also a graduate of the New Brunswick Community College with a diploma in Investment Management
- Provides operational support for TD Wealth Private Investment Advice, including client service, trade order management, new client onboarding, and account maintenance
- Joined TD Wealth in May 2014
- Enjoys running, yoga, volunteering and horseback riding
Client Service Associate
Client Service Associate
Erin has over 20 years’ experience in the in the customer service industry having held past positons at Exxon Mobil and Bell Aliant prior to joining TD Wealth in 2011. Erin earned her MBA at the University of New Brunswick and provides a wide array of operational support to clients at MacLean Wealth Advisory Group. In all aspects of her career, Erin has focused on delivering the highest level of client service. She lives in Riverview with her husband and in her spare time enjoys photography, greyhounds and travelling.
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Client Service Associate
Client Service Associate
Jenny is the cornerstone connecting our client's individual needs and incorporating them into day to day business practices. With close to 8 years in the field, she also brings to the team her knowledge and understanding of Retail Banking from her time spent working in the field. Jenny is responsible for client care and distribution of capital among various other duties. In her spare time she enjoys nature & outdoor adventure activities, keeping health and happiness the focal point in her life.
