Senior Investment Advisor

BA (Hons)

CFP®

CIM®

Shelby has been with TD Wealth Private Investment Advice for over a decade. 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 approaches her work as part of a family legacy and tradition of quality and distinction. One aspect of that is her ongoing commitment and dedication to education. Shelby holds the Chartered Investment Manager® designation, Certified Financial Planner® designation from the Financial Planning Standards Council of Canada, and the Certificate in Advanced Investment Advice from the Canadian Securities Institute. She also completed the Portfolio Management Techniques course offered by the Canadian Securities Institute and works as a Senior Investment Advisor with the Smith & Associates Wealth Management team.

English

Queen's University