Meet The Team
Centralized Client Service Associate
B.A.
Nicole is a Centralized Client Service Associate who brings 16 years of experience and a strong commitment to providing exceptional client service. She supports clients and Investment Advisors with a wide range of account and administrative needs, helping to ensure that requests are handled accurately, efficiently, and with attention to detail.
Known for her organization, thoroughness, and ability to solve problems, Nicole takes pride in navigating the administrative side of wealth management and finding practical solutions when challenges arise. She enjoys being a reliable point of contact for clients and takes the time to understand their needs, helping to ensure that nothing falls through the cracks and that clients receive responsive, personalized service.
Nicole joined TD Bank Group in 2010 and has spent her entire career with the organization. During that time, she has gained valuable experience working with various teams throughout the Windsor market as well as in central support roles. Although you may notice a 416 area code when speaking with her, Nicole lives right here in Windsor-Essex County and is a familiar face within our local TD Wealth community. She holds a Bachelor of Arts degree from the University of Windsor.
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.
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of TD Wealth Insurance 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.
Private Trust Manager
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.
Vice President, Philanthropic Advisory Services
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. TD specialists 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.
