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TD Wealth is committed to providing a select group of wealthy clients with highly personalized one-on-one service. When you work with us, our knowledgeable and committed team of Investment Advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, help you monitor its success and update your strategy as needed as you pursue what’s most important to you.
Shelby joined TD Wealth Private Investment Advice at the age of nineteen as a Client Service Associate. For over seven years she provided administrative support to many of our most tenured Investment Advisors and their clients. As the third generation of her family to join the financial industry, she has always shown a dedication to clients that goes beyond excellent service. Shelby believes in intergenerational wealth advice and strives to service high net worth clients and their families for their lifetime.
"As an Investment Advisor, I act as a wealth manager that guides clients through every facet of their financial picture. Our value is built on strong relationships and an in-depth understanding of our clients and their needs. "
Shelby is a CFP professional and works as an Investment Advisor with her own client base and, in addition, provides wealth planning support to other investment teams within the Kingston and Belleville branches.
We offer a range of resources and services to help you reach your goals:
•Investment & Portfolio Management
•Will & Estate Planning
•Credit & Banking Management
•Insurance Based Solutions
•Business Succession Planning
*In collaboration with other TD Specialists
Shelby takes a team approach to servicing her clients, working with other TD Specialists in the areas of trust and estate planning, banking and credit management, insurance, and business succession planning.
Toll Free: 1(888) 886-2667
Branch Office: (613) 544-4226
Branch Fax: (613) 544-4398