Meet The Team
Senior Portfolio Manager & Senior Investment Advisor
CFA
As a Senior Portfolio Manager with TD Wealth Private Investment Advice I am focused on understanding the full scope of my client wealth needs and tailoring advice to each individual.
I am licensed in Ontario, BC, Saskatchewan, Quebec, and PEI and I hold a Bachelor of Arts (University of Western Ontario), an Honours Bachelor of Commerce (University of Windsor), and I am a CFA® charterholder.
I have been happily married to my wife, Sharon, for over 25 years. I also have two boys. I am an avid downhill skier and enjoy playing electric guitar.
English
Portfolio Manager & Investment Advisor
Portfolio Manager & Investment Advisor
As a Portfolio Manager, I understand the unique needs of High Net Worth individuals and families. I can provide investment offerings that are supported by the high caliber and rigour that TD Asset Management Inc. uses with pension funds and foundations. I am committed to building a relationship with trust and confidence and can provide you with access to specialists across TD.
Portfolio Manager
CFA
With over 15 years of experience in the financial industry, Sandra is committed to empowering clients to achieve their financial goals through personalized strategies, thoughtful guidance, and tailored solutions.
While her core strength is investment management, she believes every successful financial journey begins with a clear, well-crafted plan. A disciplined investment process is essential, but a clear plan provides direction, accountability, and a framework for progress. This approach ensures that we can adapt as our clients’ lives evolve.
She brings together the right people and resources to address every facet of clients' wealth management needs.
As your portfolio manager, she'll guide you every step of the way, helping you achieve your goals and live a more fulfilling life.
Administrative Associate
Administrative Associate
Andrew gained a thorough knowledge of investment tax policy & regulations pertaining to CRA and IRS reporting on securities in his previous role as a Tax Officer with Tax & Government Reporting division at TD Wealth. Prior to this, he was a Financial Advisor with TD Canada Trust where he was responsible for banking, investment and credit needs. Andrew is currently working towards completing the Canadian Securities Course. He holds a Bachelor of Education degree as well as a Bachelor of Arts degree with a double major in Political Science and Economics, both from the University of Windsor.
Administrative Associate
Administrative Associate
Additional TD Specialists
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.
