Meet The Team
Client Service Associate
Client Service Associate
Alex brings with him a wealth of knowledge from TD Canada Trust where he has worked as a personal banker and retail investment specialist. In these roles, Alex has built strong client service skills, brings a wealth of experience and knowledge and demonstrates the values you can expect from a trusted associate. From scheduling appointments, opening accounts, providing tax packages, monitoring incoming and outgoing transfers, and making TFSA and RRSP contribution on your behalf, Alex will be available to serve you and attend to all your day-to-day needs. Alex is a graduate of Humber College in Business Administration and is keen to progress with his career in wealth management. Away from work, he is a proud father and husband, and a competitive road cyclist.
Client Service Associate
Client Service Associate
Scott is a highly valued member of our team. He is our go-to person for all technical and complex matters regarding the administration of your accounts and fund transfers. Scott is able to leverage his deep understanding of TD's systems and processes to handle situations efficiently and with ease. His role also includes client outreach to ensure we have a thorough understanding of pertinent information needed for your upcoming meetings. His attention to detail allows us to accurately personalize your portfolio and goals and adapt your wealth plans as changes in your life occur.
Scott has previously spent 8-years working at TD head office supporting TD Wealth teams across Canada and most recently spent 2-years as the Manager of Client Service for TD Wealth Private Investment Advice, Hamilton Branch. Additionally, Scott holds a degree in Criminology from Carlton University and post graduate studies in forensic accounting.
Additional TD Specialists
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.
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.
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
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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.
