Meet The Team
Senior Portfolio Manager & Senior Investment Advisor
CA
CFP®
CIWM
After over 36 years in the financial services industry, Russell still wakes up every day with passion and purpose. He quarterbacks the planning and execution of his client's VSI Wealth Plans and draws on his tax planning background from his time spent working at a top tier international accounting firm. As a portfolio manager, he also oversees the construction and execution of his client's investment strategies.
Russell graduated from the University of British Columbia with a business degree in Finance. He has always had a deep fascination with investments and the stock market and is always learning more each and every day. Russell holds the Chartered Professional Accountant (CPA, CA) designation as well as the Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), Fellow of the Canadian Securities Institute (FCSI®) and Certified International Wealth Manager (CIWM) designations. He is also a Life Insurance Advisor with TD Wealth Insurance Services. Russell has been providing financial services to his clients since 1989.
Russell is a fourth generation Vancouverite. His great grandfather came to Vancouver in the late 1800's to help build Canada's national railway. Every Saturday morning, Russell enjoys playing ball hockey with his old high school and university friends and he stays fit by visiting his trainer twice a week. Russell periodically still enjoys playing the keyboard with his old band and enjoys new experiences and travelling with his wife and teenage daughter.
Senior Investment Advisor
Senior Investment Advisor
Anthony brings over 25 years of experience in the financial services industry to the team. He has developed a deep rooted connection with his clients focused on goal-based and legacy planning. With an emphasis on understanding family and work place balance, Anthony incorporates the team's VSI Wealth Plan process to help clients achieve their financial and personal goals.
After completing his undergraduate degree from Simon Fraser University, Anthony embarked on his career in the financial service industry in 1991. During this initial period, he earned his Level II Insurance License from the Insurance Council of British Columbia and he is a Life Insurance Advisor with TD Wealth Insurance Services. He focuses on building customized solutions tailored to each individual’s unique needs and circumstance – balancing investment needs with estate planning needs.
Anthony has incorporated this outlook on a personal level. He wakes up daily at 4:00am and commutes by bicycle from his home in Burnaby. He returned to his old neighborhood 10 years ago to raise his four children along with his wife. By sacrificing a little sleep, he has been able to balance a busy work and family environment while looking after his mental and physical well-being. Spending time traveling with his family and seeing parts of the world has made him appreciate the simple things in life and how fortunate we are to live and work in Vancouver.
Senior Portfolio Manager
Senior Investment Advisor
FMA
CIWM
CIM®
Marley began his career with TD Wealth in 2006 and is a Senior Portfolio Manager and Senior Investment Advisor. He is deeply committed to lifelong learning and continually expands his knowledge to better serve and guide his clients in a constantly changing financial landscape. He also believes in empowering clients through education, helping them gain confidence in every financial decision they make.
An early interest in investing and a natural talent for mathematics led him to pursue formal studies in Financial Management and Accounting at BCIT. He has since complemented his education with the Financial Management Advisor (FMA), Certified International Wealth Manager (CIWM), and Chartered Investment Manager (CIM®) designations, credentials that support his role as a Senior Portfolio Manager. As such, he works closely with the team to design, execute, and monitor customized investment strategies, always with a comprehensive wealth planning approach at the core of the practice. Beyond portfolio management, he channels his love of writing into a quarterly newsletter that keeps clients informed and engaged on the team's current views of the financial environment.
Rooted in a rich blend of cultures, Marley proudly honours his Jamaican heritage from his father’s side and his Polish-Ukrainian roots from his mother’s. His mother’s story, in particular, shaped his outlook on life — she grew up as one of many siblings on a hard-working farm in Pine River, a tiny northern Manitoba town known for its long winters and rugged spirit. As soon as she was old enough, she traded the bitter cold and fields for the sunshine and ocean breezes, finally settling in Victoria where Marley was born. Outside of the office you'll typically find Marley playing any combination of sports when the sun shines and on the top of a ski hill when the snow falls. That same adventurous spirit has transcended into a desire to understand new cultures and he; his wife, son and daughter strive to travel somewhere in the world they've never been, at least once a year. He values quality time with his family above all else — a perspective that guides his commitment to helping clients plan for what truly matters most in their own lives.
Associate Investment Advisor
Associate Investment Advisor
Bodhi has been with the team since 2013 and is committed to delivering a legendary client experience and building relationships with trust and confidence. Bodhi provides dedicated business and relationship management support and assists with the discovery and planning process to create custom tailored wealth plans based on our clients' unique goals and needs.
Bodhi brings over 20 years of experience in the financial industry to the team previously working as Client Service Associate at another major Canadian investment firm. Her credentials also include completion of the Business Finance and Investment Management Program at Langara College in Vancouver.
Bodhi grew up in Vancouver and enjoys travelling, skiing, discovering new restaurants and staying active. When not at work, she relishes her family time with her husband and son Zachary
Associate Investment Advisor
Associate Investment Advisor
Chris joined the group in 2017, and his focus within the team lies in overseeing client portfolio construction and wealth planning integration. He is responsible for executing trades across our portfolios in a consistent and disciplined manner, aligned with our broad views. In addition to portfolio management support, he is actively involved in maintaining strong client relationships and ensuring a high standard of service, helping to deliver a seamless and personalized experience for every client.
After Chris completed his International Business program, he joined TD's insurance division in 2012. Working with hundreds of clients each month, he honed his skills in client service and experience.
To join the team, Chris moved from his hometown of Burlington, Ontario with his wife Kate and added a son, Austin, followed by a furry brother, Harley, their golden lab to his family. In his spare time Chris enjoys physical activity and keeps fitness as a top personal priority. He enjoys cooking, loves to share recipes and is known for his prowess on the golf course on a good day.
Administrative Associate
Administrative Associate
Juanita joined TD Wealth in 2023, where she provides administrative and client service support with a strong focus on delivering an exceptional client experience. A natural people person, she demonstrates strong attention to detail, organization, and a client-first approach.
She holds a Master's degree in international marketing from the United Kingdom and is fluent in both English and Spanish.
Outside of work, Juanita enjoys running, spending time with her husband, and connecting with nature.
Administrative Associate
Administrative Associate
Kennedee joined the team in 2025 and brings experience in client services, administration, and project support across legal and financial settings in both Vancouver and Hong Kong. She is committed to delivering attentive support and helping create a seamless client experience.
Kennedee is a graduate of the University of British Columbia and is fluent in English, Cantonese, and Mandarin, enabling her to support clients from a wide range of backgrounds with professionalism and care.
Outside of work, she enjoys travelling, exploring new restaurants and cafes, watching hockey, and spending time with her cat, Wynn.
Additional TD Specialists
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.
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.
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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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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.
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.
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.