Chris has over 20 years of investment industry experience, including investment management, consulting research and relationship management. He is a member of the CFA Institute, the Toronto CFA Society, and the SickKids Innovators Program.
Jordan is a Level II candidate of the Chartered Financial Analyst (CFA) designation. He graduated from Concordia University where he studied economics and finance.
Matilda has over 25 years of financial services experience, during which time she has worked in the private client divisions of investment management firms.
Deborah has a long history in marketing and administration, during which time she has held various positions in the investment management, telecommunications, and not-for-profit sectors.
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.
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.
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.
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.