Meet The Team
Portfolio Manager
CIM®
CFP®
The more successful you are, the more complicated your finances become. You will reach a point in your life when you're faced with the challenge of managing wealth. At this stage you may now need a professional advisor who can provide thorough and thoughtful solutions to whatever financial issues you may encounter.
As a Portfolio Manager, it is my belief that you and your family are best protected through a comprehensive plan that takes into account all of your financial objectives and needs. My experience in the areas of investments as well as access to a team of TD specialists with experience in taxation, and estate planning enable me to develop effective solutions for a wide variety of personal and business situations. I work with clients to identify their investment planning needs and help them structure their portfolios in ways designed to achieve their goals.
I bring to this position over 25 years of experience in investment and financial planning industries. I have a Bachelors Degree in Economics and hold the Certified Financial Planner (CFP®), and Chartered Investment Manager (CIM®) designations.
I look forward to working with you to help you build a strong foundation for your financial goals.
Investment Advisor
CFP®
CIM®
Client Service Associate
Client Service Associate
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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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Estate Planning Advisor
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.
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.
High Net Worth Planner
High Net Worth Planner
As a High Net Worth Planner of the TD Wealth Advisory Services Team, Alicia works collaboratively with TD Advisors to provide their clients with tax and retirement planning to assist them in developing a Wealth Plan. Alicia will work with clients and their tax and legal advisors, as appropriate, to provide comprehensive wealth planning strategies including determining retirement income needs, identifying complex tax and estate planning considerations, planning for private corporations, and creating tax-efficient charitable giving plans.
Alicia holds a Chartered Professional Accountant, Chartered Accountant (CPA, CA) designation from CPA Ontario and a U.S. Chartered Professional Accountant (CPA) designation from the State of Illinois Department of Financial and Professional Regulation. She also holds a Bachelor of Science from McGill University.
Alicia has over 10 years of experience in public accounting at large international and mid-sized national accounting firms. Prior to joining TD, Alicia was a Senior Manager at MNP LLP in Toronto where she specialized in providing Canadian and U.S. tax planning and consulting services to high-net-worth individuals and families with complex cross-border and international tax needs.
Alicia is an experienced professional who looks forward to working with you to help make you and your family's financial goals a reality.