Meet The Team
Client Service Associate
Client Service Associate
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.
Client Service Associate
Client Service Associate
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.
Associate Investment Advisor
Associate Investment Advisor
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.
Associate Investment Advisor
Associate Investment Advisor
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.
Associate Investment Advisor
Associate Investment Advisor
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.
Additional TD Specialists
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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.
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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.
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.
Executive Trust Officer
Executive Trust Officer
Your Trust Officer with TD Private Trust provides a full range of Estate and Trust services that includes supporting you with your Will and Power of Attorney for property (POA) planning needs where The Canada Trust Company will act as your executor or attorney, and assisting you when you act as attorney or executor for a family member or friend. Your Trust Officer focuses on building long lasting relationships with you and your loved ones by providing continuity during the implementation of your financial and estate plan. From planning through administration, your Trust Officer supports you in creating a lasting legacy.
