Meet The Team
Senior Portfolio Manager
Senior Investment Advisor
CFA
B.Comm.
CFP®
Mark has been a Portfolio Manager and Investment Advisor with TD Wealth for more than a decade. He specializes in investment research, financial planning, insurance strategies, and helping clients navigate important financial decisions. Mark is also an integral member of the team's investment committee, contributing research and insights that support portfolio management and investment strategy.
Prior to advising affluent individuals, families, and business owners, Mark worked in audit with one of the Big Four accounting firms. He earned a Bachelor of Commerce degree from McGill University and holds both the Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®) designations. Outside the office, Mark enjoys spending time with his wife and two young children—or scanning the tree line in search of his golf ball.
Client Relationship Associate
CIM®
BBA
Cathy started her career at TD Wealth and joined the West Georgia Wealth team in summer 2020. With past work experiences at another major financial institution and a global consulting company, Cathy has developed her passion for wealth management and is committed to delivering dedicated and convenient service to clients. Her focus is assisting with client inquiries as well as ensuring the team operates at optimal level.
Graduated from Simon Fraser University with a Finance and Accounting background, Cathy is currently working towards her Chartered Financial Analyst (CFA) designation to enhance her expertise in the financial industry further.
Fluent in both English and Mandarin, Cathy is able to create tailored customer experiences to clients. In her spare time, Cathy enjoys crafting, baking sweets at home, and spending quality time with her family and her cat, Milky.
Client Service Associate
B.Sc.
Administrative Associate
BA
Additional TD Specialists
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of TD Wealth Insurance 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.
.jpg)
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.
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.
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of TD Wealth Insurance 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.
