Meet The Team
Client Relationship Associate
B Comm.
Holly Manning, Client Relationship Associate
Holly Manning joined TD Wealth in 2005. She believes that managing risk and focusing on financial objectives are the cornerstones of a successful portfolio. Holly is responsible for the day to day trading for the team. She holds a Bachelor of Commerce degree from McGill's Desautels Faculty of Management and has completed the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH) and Wealth Management Essentials (WME) course.
Client Service Associate
B. Comm.
About Sima-Rose Khayat
Sima-Rose Khayat joined Stephen Dupuis Wealth Management in 2020. She's detail oriented and highly organized. Sima's ability to work in a fast-paced and dynamic environment help her in her role. She is responsible for client relations and service, account administration and general right-hand support. Sima holds a Bachelor of Commerce degree with a major in Finance from UQAM, École des Science de la Gestion. She has successfully completed the Canadian Securities Course (CSC), the Conduct and Practices Handbook (CPH), the Investment funds in Canada (IFC) course and the Wealth Management Essentials course (WME).
Administrative Associate
Administrative Associate
Officially - Administrative Associate
Unofficially - Chief of Communications Officer
Lisa manages all client communications including but not limited to important messages to clients, holiday celebrations and the signing of compliance documentation.
Lisa started at TD in January 2023; she came to us with 12 years of experience working in multiple roles for another financial institution. Throughout her career Lisa has been recognized for her leadership qualities, her ability to engage others, her due diligence, and problem-solving abilities as well as her determination. She is proactive and thoughtful allowing her to always put her clients first and offer a top tier level of experience.
