Client Service Associate
Client Service Associate
Nancy holds her securities license and has over 25 years of administrative experience, including support with the Department of National Defence, Not-For-Profit Sport Organizations and, for the past 15 years, worked in the financial industry.
Nancy is working primarily in client care, ensuring that a high level of service is always being provided to clients . Nancy handles client documentation and provides administrative support to all clients. Nancy’s great eye for detail combined with her integrity and strong work ethic means she gets things done and never sacrifices quality of service. An organized and reliable member of the team, Nancy has effective communication skills and is much valued by her peers.
A native of Ottawa, Ontario, Nancy and her husband have lived in Barrie since 2000. In her spare time, Nancy enjoys cooking, wine touring and golf. She has three grandchildren and three terrific stepchildren. To date, Nancy has resisted the grandmotherly urge to place doilies on all flat surfaces, though she does have pictures of the grandchildren on her desk.
Additional TD Specialists
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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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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.
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.
Trust Officer
Trust Officer
Your experienced Trust Officer will provide a full-range of Estate and Trust services including supporting you with Will and Power of Attorney for property (POA) planning needs, when you are interested in appointing a Professional Corporate Executor or Attorney. We will also explain how we can assist you if you are acting in these roles. Our team is focused on building a long lasting relationship with you and your family in order to assist in the management of your financial and estate plans throughout the accumulation, preservation and transition periods. You are the architect of your legacy - we can help with the blueprint.
