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As an Investment Advisor at TD Wealth Private Investment Advice, I like to start off by listening to you. You have a story that brings you to where you are now. I want to hear about that story and then I want to work with you to discover, define and prioritize your values and expectations.
I believe in informed advice that’s designed to help:
Grow your net worth based on carefully selected investment solutions
Keep more of what you’ve earned through tax-efficient investing strategies
Protect what matters from disruption and other external risk factors
Build a personal legacy using estate planning, trusts and philanthropy
I act as your relationship manager connecting you and your family to a core team of TD Specialists with experience in everything from estate & trust planning, philanthropy, business succession and tax planning. I can connect you and your family with the following TD Specialists as needed:
High-Net Worth Planners
Private Bankers
Private Trust & Estate Planners
Insurance Specialists
About T.J. T.J. joined TD Canada Trust in 2007, as a part time Customer Service Representative while attending the University of Windsor. T.J.'s early career positions include Financial Service Representative, where T.J. was a member of Champions Club1; a recognition program for high performing branch employees at TD Canada Trust; Financial Advisor and Manager of Financial Services. T.J. moved to TD Wealth as a Financial Planner, where T.J. was a Merit2 award recipient; a distinctive award reserved for top performing TD Wealth employees; Associate Investment Advisor and Investment Advisor. T.J. holds the Qualified Associate Financial Planner (QAFP™) designation and the title of Certified Retirement Specialist.
T.J. lives in the Windsor area with his wife Yu Lan, their two young children, Julianna & Maverick and their Goldendoodle, Harley. T.J. has participated in numerous local and national fundraisers over the years including the Cardiac, Stroke & Pulmonary Rehab programs at Hotel-Dieu Grace Healthcare, the Wounded Warrior Project and the Princess Margaret Ride to Conquer Cancer. Outside the office, T.J. enjoys cycling, golf, football and traveling at any opportunity with his family. Fun fact, T.J. has attended over 12 Pearl Jam concerts to date!
If this resonates with you, please contact T.J. to see if a comprehensive approach to wealth management can work for your family, company, corporation and or foundation.
1. Champions Club is a program designed to recognize TD Canada Trust branch employees who meet and exceed the business unit's criteria.
2. Merit award recognizes TD Wealth employees who meet and exceed the business unit’s criteria.
Retirement planning is an ongoing process that helps provide financial peace of mind in the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
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..
Kevin Butler
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.
Jo-Anne Ryan
Vice President, Philanthropic Advisory Services
If you're looking for a way to plan your giving more effectively and create a lasting legacy to support the charities that matter most to you, our philanthropic services provide access to the Private Giving Foundation, the first donor-advised fund program launched by a financial institution in Canada. Our TD specialist will work one-on-one with you and your family to incorporate philanthropy into your overall estate and wealth plans, and help you create a legacy that is meaningful to you.
Sandra Bussey
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.
Phil Ball
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.
Lisa Koscic
Private Trust Manager
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.
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