Meet The Team
Portfolio Manager
Senior Investment Advisor
B.Sc.
CIM®
Although he was born and raised in Beamsville, Jason's family is originally from picturesque Cape Breton Island in Nova Scotia, with its stunning landscapes and delicious seafood! Jason returns there frequently to visit his relatives, and he tries to bring the tremendous kindness and consideration of Canada's East Coast to every one of his client relationships.
Jason attended Brock University in St. Catharines to complete his post-secondary education. Following this, he completed his Canadian Securities Course, and subsequently his Chartered Investment Manager designation.
One of Jason's favourite professional activities is to listen to clients tell their own individual stories, so that he can be well-versed in their unique goals and virtues to help them plan for their futures. He is dedicated to assisting families throughout the many different stages in their lives - from planning for home ownership to preparing for retirement, and eventually the passing of their wealth to the next generation.
Jason is married, and he and his wife are now living in St. Catharines to be close to their families. As happy father to his sweet daughter Isabella, Jason is looking forward to raising their little girl close to his hometown. Jason and his wife love trying new restaurants as one of their fun weekend pastimes. They are both delighted with the wide variety of cuisine that the region has to offer and appreciate the different winery experiences during all seasons of the year!
Jason has been playing competitive hockey since he was just a tyke. He most notably played Junior A hockey for Streetsville Derbies, and then subsequently played for both the St. Catharines Falcons, and the Thorold Blackhawks. During his hockey tenure, he was the youngest Assistant Captain in Canada, being named to the role at just 16 years old.
In addition to a love of all team sports, Jason also enjoys hitting the links to play golf in the sunshine when the weather allows, and he is always looking for new ways to lower his handicap!
English
Portfolio Manager
Senior Investment Advisor
BBA (Hons)
CIM®
Amy was born in St. Thomas, Ontario (just south of London), and came to the Niagara Region with her parents and sisters over 25 years ago. Amy grew up playing competitive basketball and soccer from a young age, and eventually played women's provincial soccer for the Niagara Falls Soccer Club.
Amy and her husband have been married for over 14 years and live in St. Catharines on a sweet little Christmas Tree Farm. They have a very energetic and happy young son that keeps them very busy, and two big (and friendly) dogs make for a noisy household! Amy loves going to the gym and keeping active, and she also enjoys traveling with her family.
After starting in the financial services industry more than 20 years ago, Amy joined TD Wealth in 2008. She graduated from Brock University with an honours degree in Business Administration with a concentration in finance, and has been inducted into Beta Gamma Sigma, an international honour society that represents the highest mark of distinction presented to business students in any country in the world.
Amy completed her Canadian Securities Course in 2004, and added her Chartered Investment Manager (CIM®) designation in 2018 - which is the industry standard for discretionary investment and portfolio management services. The CIMR designation is recognized by Canadian securities regulators and those who earn it are qualified to evaluate and manage all aspects of a client's investment portfolio.
Amy brings her financial knowledge and strong client service to every situation, and builds careful portfolios designed to deliver regular cash flow to clients. She is passionately dedicated to helping clients plan for their many possible futures, and meticulously listens to each client aspiration. Amy believes that having a thorough plan is priceless, and encourages clients to think ahead, and then revisit their intentions regularly to make sure they are staying on track.
Client Service Associate
Client Service Associate
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.
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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Business Succession Advisor
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
Executive Trust Officer
Executive 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.
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.