Additional TD Specialists
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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.
Wealth Planning Specialist
Wealth Planning Specialist
As a Wealth Planning Specialist on the TD Wealth Advisory Services team, I work collaboratively
with TD Advisors to assist clients in developing a Wealth Plan that is tailored to their goals and
reflects their vision for the future. I work with clients to provide comprehensive wealth strategies,
including determining retirement income needs, identifying tax and estate planning
considerations, leveraging personal life insurance strategies, and identifying tax-efficient
charitable giving strategies.
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.
Associate Director, Private Giving Foundation, Philanthropic Advisory Services
Associate Director, Private Giving Foundation, Philanthropic Advisory Services
Jess Merber is the Associate Director, Private Giving Foundation, Philanthropic Advisory Services, TD Wealth.
As part of the leadership team, she works with multi-generational families to help them maximize their philanthropic impact and establish tax-efficient charitable legacies as part of their financial and estate plans. She speaks to clients and advisors across the country on the topics of philanthropy and charitable giving, with a focus on women and families.
Jess is trained in reputation management, mediation, and conflict management. She holds the Family Enterprise Advisor designation among her credentials.
Jess believes in service and has been recognized by the Ontario Government for her volunteer efforts. She served as Director and Chair of the Board of ACCESS Community Capital Fund, a Toronto non-profit organization dedicated to alleviating poverty through microloans, business training and mentoring. She is a member of the Waterfront Toronto PlayPark Campaign cabinet and has been a TD Ready Commitment Ambassador since the program started in 2019.
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.