Peter Lewis

Richard has worked in the industry since 1994 and joined our team in 2001. His main role is executing trades on behalf of clients, including contributions, withdrawals and any rebalancing required for each specific portfolio. Richard graduated with a Bachelor of Commerce from Queen’s University in 1994.

Laura began her career in the industry in 1987 as a Branch Administrator at ScotiaMcLeod. She moved to TD Wealth Private Investment Advice with Glenn and Brian in 2001. Laura is responsible for overseeing day-to-day operations, including opening accounts, preparing materials for client reviews, responding to client inquiries, implementing policies and procedures, and monitoring the team.

Jonathan joined our team in 2018. He handles client requests for disbursement of funds and assists with account openings and other administrative duties. Jonathan has developed and implemented several processes and tracking methods for our business, including transfers, contributions and service models.

Rileigh joined the team in 2020. She has been part of the TD Wealth team for several years and has provided administrative support to the branch and other advisory teams. She has quickly fit in with our team and our philosophy of offering exceptional customer service. She is a graduate of the University of Ottawa and holds a certificate in Entrepreneurial Business Management from Loyalist College.

Jamie supports modelling and analytical operations. He brings experience in private wealth management, along with formal qualifications in socio-political and macroeconomic analysis. He holds a Graduate Diploma in Business from Queen’s and a M.S. degree from the University of Edinburgh.