Meet The Team
Client Service Associate
BBA
An advocate of all things positive, a curious traveller and a recent Pacific North West local. I love interacting with those who share the same values that I live by: family, happiness, health and meaningful work. I have a Bachelor in Business Administration specilizing in Human Resources, I dabbled in the chemistry of wine making and I created great memories and friendships in the local food scene in Ottawa. Speak to me in French, I could use the pratique. And my name is pronounced as "Julia".
CFP
CIM
FCSI
CFP
CIM
FCSI
I came to Canada from North Wales at a very young age and have made Richmond my home ever since. My wife Kathy and I live in Steveston with our two children, Tyler and Jenna and our dog ''Lucy''. In my free time, I enjoy travelling with the family, cycling, running, skiing, playing soccer and coaching my daughter's soccer team. I believe it is incredibly important to give back to your community. In addition to coaching with the Richmond Girls Soccer Association, I also volunteer as a board member. With more than 25 years in the financial service industry, I have my Certified Financial Planner and Canadian Investment Manager designations and I am a Fellow of the Canadian Securities Institute.
Additional TD Specialists
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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.
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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.
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.
Vice President, Philanthropic Advisory Services
Vice President, Philanthropic Advisory Services
If you're looking for a way to plan your giving more effectively and create a lasting legacy to support the charities that matter most to you, our philanthropic services provide access to the Private Giving Foundation, the first donor-advised fund program launched by a financial institution in Canada. Our TD specialist will work one-on-one with you and your family to incorporate philanthropy into your overall estate and wealth plans, and help you create a legacy that is meaningful to you.
