A co-founder of The Charter Group at TD Wealth, Mark has worked in the financial services industry for 28 years.  His responsibilities focus on asset allocation and security selection.  Mark brings an established investment track record and a career of studying market history as well as contemporary investment techniques and theories, all of which have had an impact on his unique and conservative investment approach.

In addition to writing a number of columns for various publications, Mark has also had the opportunity to discuss his views and insights during interviews with Bloomberg News, BusinessWeek.com, Advisor.ca, The Financial Post, CFA Magazine, The Vancouver Sun, Business in Vancouver, Global TV, and CKNW Radio.

Mark is a Chartered Financial Analyst (CFA) charterholder, has a Master of Business Administration (M.B.A.) degree from Pepperdine University, and a Bachelor of Business Administration (B.B.A.) degree from Simon Fraser University.  Mark is a member of the Langley Chamber of Commerce and the Surrey Board of Trade.

Laura entered the investment industry in 1997 and joined Mike Elliott in 2006 as an associate advisor and financial planner.  She works closely with Mike and Mark guiding clients through The Charter Group's wealth management process.

Laura focuses on identifying clients’ wealth management needs including retirement planning, estate planning strategies, and tax strategies.  She creates personalized financial plans and when appropriate will work with other wealth specialists within the TD group in order to present a custom tailored wealth plan.

Laura has achieved the securities industry's professional designations of Certified Financial Planner and Financial Management Advisor. These exclusive designations are awarded by the Financial Planning Standards Council and the Canadian Securities Institute and are recognized by the Investment Industry Regulatory Organization of Canada (IIROC).

Laura is a member of the Fraser Valley Estate Planning Council and the Fraser Valley Professional Woman's Association.  Laura is actively involved in her community and participates in fundraising for the Red Cross, World Vision and the SPCA.

Kelsey joined The Charter Group at TD Wealth after working in branch and client administration at Canadian bank-owned and life insurance company-owned investment firms. Her experience has made her fluent in investment industry administration matters, and a focus on detail and thoroughness enhance the application of her skills.

Kelsey attended school in Langley and continues to be a resident in the community.