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 meet their individual needs. In 2008, Theresa was promoted to Vice President.
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 six years in Canada as an assistant to a Chartered Accountant. Through this diverse work experience, Theresa has gained valuable insight, which she applies to each of her client’s unique circumstances and goals. For Theresa, excellent client service is always her first priority.
Theresa is 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 offers an extensive range of investment products, services, and strategies, which she combines with knowledge and experience to help clients choose the mix that’s right for them. Theresa deals in all types of investments, including low-risk laddered bond portfolios, GICs, mutual funds, and third-party manager search and selection. Additionally, Theresa can advise clients on segregated funds, as she is also a Life Insurance Advisor with TD Waterhouse Insurance Services Inc.
Theresa will work one-on-one with you to develop a comprehensive investment strategy – one that is right for you and your family’s unique needs and goals. In addition to providing you with personalized investment advice, she will work with you to integrate other aspects of your financial strategy, including retirement planning, estate planning, tax management, and many other key areas of your financial future.