Meet The Team
Senior Investment Advisor
Senior Portfolio Manager
CFA
For over 25 years, John has had the privilege of working with clients from various backgrounds, each with unique financial aspirations. His approach stems from a deep understanding of your goals, whether you are saving for retirement, buying a home, funding your child's education, or building inter-generational wealth.
As a Senior Portfolio Manager and Senior Investment Advisor, John's mandate is to help you grow, preserve, and protect your wealth through tailored investment solutions. He believes that long term, trusting relationships are built on prioritizing communication and transparency to ensure clients understand every aspect of their financial journey. John is committed to delivering proactive and personalized advice, working closely with you and your family make key decisions about your portfolio that align with your goals.
When not engaging with clients, John enjoys skiing, diving, and travelling with his family.
Client Service Associate
BA (Hons)
Rachel believes in putting our clients first. She prides herself in building trusting relationships and consistently exceeding client expectations by leveraging her skills in relationship management, account administration and operational efficiency.
As a Client Service Associate, Rachel acts as the primary contact regarding account administration and day to day client inquiries or issues. She provides dedicated administrative and specialized support to our clients, as well as the rest of the team. Rachel is committed to delivering legendary client experiences with courtesy, discretion, and professionalism.
Outside of work, Rachel enjoys spending time with family and friends. She also enjoys crafting, travelling, and spending time outdoors.
Associate Investment Advisor
Associate Investment Advisor
Adam's journey in the financial industry has been driven by a passion for delivering exceptional client service. He began his career honing his expertise in the retail banking sector, with TD Canada Trust where he provided tailored advice centered around investment and lending solutions. Adam continuously seeks opportunities to expand his knowledge through professional development opportunities, to enhance his approach to client engagement.
As an Associate Investment Advisor, Adam provides dedicated support to John by executing the team strategy for investment solutions, client engagement and business development. He works closely with clients during throughout the financial planning process and provides solutions based on the investment philosophy of the team. Adam is committed to delivering a rewarding experience along each client's financial journey.
Outside of the office, Adam playing sports and spending time with family and friends.
Additional TD Specialists
.jpg)
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.
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.
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.
