Meet The Team
Senior Portfolio Manager
Senior Investment Advisor
CFA
CFP®
Grant has more than 20 years of experience in finance and holds the Chartered Financial Analyst® (CFA®) and Certified Financial Planner (CFP®) designations, considered to be the highest accreditations for the analytical and planning aspects of the business. His title Portfolio Manager represents years of advanced education, extensive experience advising clients, and a commitment to putting clients’ interests first.
Focused on individualized and innovative strategies, and licensed to provide sophisticated options and derivatives strategies, Grant provides a comprehensive suite of wealth management services. He willingly engages TD specialists as needed to address complex high net worth situations and is also a Life Insurance Advisor with TD Wealth Insurance Services.
Grant has been with TD since 2007 and previously worked with CIBC for nine years as an Investment Specialist and Private Banker. He holds a Bachelor of Commerce degree from Simon Fraser University. Grant enjoys spending time with family and currently volunteers as coach of his children’s hockey team, and in the past he has also coached their ringette and lacrosse teams.
English
Simon Fraser University
Portfolio Manager
Senior Investment Advisor
CFP®
CFA
As a Portfolio Manager, Senior Investment Advisor, Tyson provides wealth management services to individuals, families, and organizations with considerable investable assets and comprehensive financial needs. His focus is on building relationships based on trust, knowledge, and integrity, working closely with his clients to help them achieve their financial goals by following a skillful and disciplined process.
A Chartered Financial Analyst (CFA®) charterholder, and holding the Certified Financial Planner (CFP®) designation, Tyson is dedicated to the highest standards in investment research, portfolio management, and ethical investment practices. Tyson helps his clients to develop an optimal plan designed to assist them in meeting their goals, whether it be funding their children's education, buying a house, planning for retirement, or structuring their estate in the most tax efficient manner, engaging TD specialists where needed.
Outside of the office Tyson enjoys exploring the beautiful province of BC where he lives and travelling abroad when the opportunity arises. Tyson is avid reader in his spare time and considers himself a lifelong learner, always interested in exploring new ideas.
English
Client Relationship Associate
Client Relationship Associate
Born and raised in the United Kingdom, Alison now resides in Vancouver and brings more than 35 years of financial experience to our team. Alison has worked with Grant since 1999 and focuses on business management and client relationships.
Alison completed the Canadian Securities Course with honours, the Conduct and Practices Handbook Course, and Wealth Management Essentials Course through the Canadian Securities Institute. Dedicated to providing exemplary client service, her professionalism and efficiency have earned our clients’ respect.
In her personal time, Alison enjoys an active, outdoor lifestyle of adventure hiking, backpacking, snowshoeing, regular running and personal fitness. With all her family living locally, she has the pleasure of spending lots of quality time with them.
Client Service Associate
Client Service Associate
Roxolana provides a high level of service and administrative support to our team and clients. She has been with TD since 2013. Prior to joining the Sea to Sky Wealth Management team in 2017, she worked with TD Canada Trust as a Customer Service Representative developing strong client service skills and at TD Wealth as a Tax Analyst honing her analytical strengths.
Roxolana attended the British Columbia Institute of Technology, where she obtained a Bachelor of Business Administration degree as well as a Diploma in Financial Management.
Outside of work, Roxolana enjoys spending time with family and friends, traveling, and enjoying everything Vancouver has to offer with her dog, Bruno.
Administrative Associate
Administrative Associate
Additional TD Specialists
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.
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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.
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.
