Meet The Team
Portfolio Manager
Investment Advisor
CFP®
CIM®
Adam works with individuals, families and business owners who want clarity, confidence, and a disciplined plan for their wealth. As a Portfolio Manager & Investment Advisor with TD Wealth Private Investment Advice, he brings over a decade of experience helping clients make informed financial decisions and stay focused on what matters most.
Adam’s approach goes beyond investment management—he works with clients to develop comprehensive, personalized wealth strategies aligned with their goals, whether that’s building wealth, planning for retirement, or creating a lasting legacy. He believes that great advice begins with listening, taking the time to understand each client’s unique situation before delivering clear, actionable guidance.
In an increasingly complex financial landscape, Adam focuses on simplifying decisions and helping clients navigate market volatility and major life events with confidence. His clients value his open communication, proactive approach, and commitment to long-term relationships built on trust.
Adam holds a Bachelor of Business Administration in Finance from St. Francis Xavier University and has earned both the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations.
Adam resides in Riverview with his wife and two sons. Outside of work, he is actively involved in the community, where he enjoys coaching and playing sports.
Associate Investment Advisor
CFP®
CIM®
BBA
Janelle joined TD Wealth in May of 2014 and has quickly become an integral part of the Roth Wealth Advisory Group. Janelle provides a wide array of operational support including client
service, trade order management, new client onboarding, and account maintenance. She is a graduate of the University of New Brunswick having earned a Bachelors degree in Finance (BBA) as well as a diploma in Investment Management through the New Brunswick Community College.
In her spare time she enjoys, running, yoga, volunteering and horseback riding.
Client Service Associate
Client Service Associate
Jenny is the cornerstone connecting our client’s individual needs and incorporating them into day to day business practices. With close to 8 years in the field of providing exceptional client experiences, she also brings to the team her extensive knowledge and understanding of Retail Banking from her time spent working in the field. Jenny is responsible for compliance monitoring, client care, and distribution of capital among various other duties.
In her spare time she enjoys nature & outdoor adventure activities, keeping health and happiness the focal point in her life.
Client Service Associate
BBA
Kieran joined TD Wealth in early 2023 after a brief time working at another bank. He is a graduate of Saint Francis Xavier University (class of 2021) and holds a business degree with major in finance. New account openings, trading and a variety of maintenance and support tasks comprise the bulk of his growing responsibilities as part of the team. He is also enrolled in a variety of courses that will expand his professional education.
Outside of time at work Kieran is a regular squash player and enjoys sailing and skiing as seasons permit.
Additional TD Specialists
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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.
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.
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.
Trust Officer
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.