Theresa has been servicing clients in the financial industry for more than 28 years. Since 1996, when Theresa joined TD Wealth Private Investment Advice as an Investment Advisor, she has worked closely with clients to create customized portfolios that are designed to help meet their individual needs. In 2008, Theresa received the title of Vice President as a result of her hard work and dedication.
Prior to joining TD Wealth, Theresa has spent over 10 years as an international manager and financial consultant in Singapore, China and Hong Kong, and 6 years in Canada as an assistant to a Chartered Accountant. Through this diverse work experience, she has gained valuable insight, which she applies to each of her client’s unique circumstances and goals. Besides her international exposure, in the past, Theresa was a frequent guest financial speaker on numerous networks in the Toronto media including: Fairchild Radio (AM1430), A1 Chinese Radio (AM1540), OMNI TV and WOWtv.
Theresa and her associate Mosey, offers an extensive range of investment products, services, and strategies combine with knowledge and experience to help clients choose the mix that’s right for them. Additionally, Theresa can advise clients on segregated funds, as she is also a Life Insurance Advisor with TD Wealth Insurance Services.
For Theresa and her team, building trust and long-term relationships with excellent client service is always first priority. The team approach will help you achieve goals and work closely with you to integrate other aspects of your financial strategies, including in areas of retirement planning, estate planning, tax management, and many other key areas of your financial future.