Meet The Team

Client Service Associate

Ashley joined TD Wealth in 2008 part-time as an Assistant to the Branch Manager at a branch in Barrie, Ontario. By 2009 she had been hired full-time to work as a Client Service Associate to three developing Investment Advisors in Midland, Ontario. Ashley completed the Canadian Securities Course (CSC), a fundamental educational requirement in the financial industry, and the Conduct and Practices Handbook (CPH), certifying her as a licensed Client Service Associate. In 2012 Ashley re-located to the TD Wealth Orillia branch and was selected to join Morse Wealth.

Ashley's responsibilies as a Client Service Associate include day-to-day account administrative duties and she is the first point of contact for Morse Wealth. Ashley strives to provide unparalleled client service, has an excellent rapport with all clients and prides herself in responding to client requests in an efficient and convenient manner.

Ashley lives in Orillia, the Sunshine City, where she enjoys gardening, camping and spending time with her family.