Deborah has 20-plus years’ experience in the financial services industry, gaining an abundance of knowledge in a variety of positions with TD Bank Financial Group. She previously worked as an Investment Representative with TD Waterhouse Discount Brokerage, now TD Direct Investing. Deborah has additional experience as an Operations Officer on the Custodial Operations Helpdesk and worked as a processing officer on the Mandatory Corporate Actions Reorganization Team. Deborah is proud to bring her client focus, dedication and professionalism to the service of TD Wealth Private Investment Advice clients each and every day.
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.
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.
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.
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