Meet The Team
Senior Investment Advisor
CFP®
BBA
CIM®
As a Senior Investment Advisor with TD Wealth Private Investment Advice, I do more than manage portfolios—I provide the structure, discipline, and strategy needed to help clients take control of their financial future with confidence. With over 20 years of experience, I've worked to build a reputation for delivering clear, results-driven investment strategies that balance growth, protection, and long-term financial security.
A Defined, Disciplined Investment Process
I believe that success in investing is not about chasing trends—it’s about a structured, well-defined approach rooted in expertise and discipline. My investment philosophy focuses on:- Model portfolios comprised of equities, ETFs, and Funds – Thoughtfully selected to align with your financial objectives and risk tolerance.
- Portfolio Structure & Asset Allocation – Built to maximize opportunity while mitigating unnecessary risk.
- Disciplined Investment Management – A clear, strategic process that ensures consistency in decision-making.
- Ongoing Guidance & Monitoring – Regular assessments and adjustments to keep your portfolio aligned with your goals.
A Collaborative, Comprehensive Approach
My team and I take the time to fully understand each client’s goals, financial path, and personal priorities. We believe that true financial success requires a holistic approach, which is why we collaborate with a skilled team of tax accountants, estate and high-net-worth specialists, business succession planners, and an extensive network of TD specialists. Every strategy we create is tailored to the individual, integrating all aspects of wealth management into one seamless, cohesive plan that evolves with our clients’ needs.A Trusted Ally in Your Financial Success
I believe in building strong, long-term relationships based on transparency, trust, and proactive communication. Whether you are navigating market fluctuations, planning for a major life transition, or seeking to strengthen your financial foundation, I am always available to provide guidance, answer questions, and help you make informed decisions. My approach aims to ensure that clients feel confident and supported every step of the way.
Experience & Expertise
With a Chartered Investment Manager (CIM®), a Certified Financial Planner (CFP®) designation, a Bachelor of Business Administration (BBA), and years of experience in wealth management, I bring a deep understanding of financial markets, risk management, and sophisticated investment strategies. My background as a former Branch Manager and Business Banker provides me with a well-rounded perspective on complex financial needs, allowing me to create strategies that are both comprehensive and actionable.English
Senior Portfolio Manager
CFA
MBA
Mark co-founded The Charter Group at TD Wealth Private Investment Advice after having worked in investment management for 25 years. His responsibilities focus on asset allocation and security selection. Mark brings an established investment track record and a 32-year 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 National Post, CFA Magazine, The Vancouver Sun, Business in Vancouver, Global TV, and CKNW Radio.
Mark is a Chartered Financial Analyst® (CFA) charter-holder, 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.
Associate Investment Advisor
CFP®
FMA
Laura entered the investment industry in 1997 and joined Mike Elliott in 2006 as an Associate Investment Advisor. 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 holds the Certified Financial Planner (CFP®) designation, a highly renowned Financial Planning designation offered through the Financial Planning Standards Council, as well as the Financial Management Advisor (FMA) designation offered through the Canadian Securities Institute.
Laura is actively involved in her community and participates in fundraising for the Red Cross, World Vision and the SPCA.
Associate Investment Advisor
B.A.
Nadia brings 18 years of experience in the financial services industry to The Charter Group and strives to deliver exceptional service to clients. She works closely with Mark, focusing on understanding clients' unique financial needs and fostering strong, long-term relationships.
Passionate about relationship management, Nadia is dedicated to building trust and providing exceptional service that aligns with clients' goals and values. Through her collaborative approach, Nadia ensures clients receive personalized wealth management strategies and seamless support throughout their financial journey.
Nadia holds a BA in Economics from Simon Fraser University. Her educational background has equipped her with a strong foundation to develop a deep understanding of financial markets and economic principles.
She is actively involved in her community. Her dedication to both professional excellence and community involvement reflects her commitment to building strong client relationship and contributing to the Langley Market and beyond.
Administrative Associate
Administrative Associate
Kelsey joined The Charter Group at TD Wealth Private Investment Advice in 2018 after working in branch and client administration roles at Canadian bank-owned and life insurance company-owned Investment firms. Her experience has made her fluent in Investment Industry administration matters, and her focus on detail and thoroughness enhance the application of her skills.
Kelsey attended school in Langley and has been a resident of the Brookswood community for 20 years.
Kelsey actively supports the BC Epilepsy Society, the Leukemia & Lymphoma Society of Canada, C.A.R.ES and the BC SPCA.
Client Service Associate
B.A.
Nakisha has many years of experience working at TD both in the retail sector and TD Wealth. Prior to joining The Charter Group, Nakisha supported our branch management team as an Administrative Associate and has recently obtained her Securities license. Along with her attention to detail and administrative background, Nakisha also brings language skills with her fluency in Punjabi.
In her spare time, Nakisha enjoys going for walks at her favourite neighbourhood park Tynhead.
Nakisha attended high school in Guildford and has resided in Fleetwood her whole life.
Administrative Associate
Administrative Associate
Esther joined The Charter Group at TD Wealth Private Investment Advice, bringing years of experience working at TD Canada Trust, her latest role being in branch management. In addition to her attention to detail and administration skills, she also adds language skills with her fluency in Korean.
Esther attended Semiahmoo Secondary School in White Rock and Trinity Western University in Langley. She currently resides in Abbotsford.
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.
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.
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.
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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.
