Meet The Team

Wealth Planning Specialist

As a Wealth Planning Specialist on the TD Wealth Advisory Services team, I work collaboratively
with TD Advisors to assist clients in developing a Wealth Plan that is tailored to their goals and
reflects their vision for the future. I work with clients to provide comprehensive wealth strategies,
including determining retirement income needs, identifying tax and estate planning
considerations, leveraging personal life insurance strategies, and identifying tax-efficient
charitable giving strategies.

Financial Security Advisor

As a Financial Security Advisor with TD Wealth Insurance Services, I work collaboratively with TD Advisors on customized, comprehensive insurance based solutions to assist clients in building, preserving and creating wealth through various tax advantaged strategies. The insurance solutions that I offer, utilize insurance products manufactured by third party insurance carriers. I support insurance sales channels within TD including TD Wealth Private Investment Advice (PIA) and TD Wealth Private Investment Counsel (PIC) as well as those channels that may compliantly refer insurance sales within TD Bank Group.