Meet The Team
Portfolio Manager
Senior Investment Advisor
CFP®
FCSI®
CIM®
As Portfolio Manager and Senior Investment Advisor, Dave Thomson leads the Thomson Mitar Wealth Management team. Dave oversees the strategic direction of our practice by applying over 30 years of experience in banking and investment management.
Dave specializes in helping clients work through complex circumstances and strategies, balancing big picture needs with detailed solutions. Dave holds a deep understanding of the evolving financial needs demanded by successful professionals, business owners and affluent families, which has enabled Dave to build meaningful relationships that span multi generations.
Dave holds the CFP®, CIM® and FSCI® designations.
Thomson Mitar Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Associate Investment Advisor
Associate Investment Advisor
Ivan is the co-leader of the Thomson Mitar Wealth Management team. He brings years of experience to working with our clients to create and implement investment strategies, focusing on building custom portfolios, securities analysis and financial planning. By getting to know our clients, Ivan makes sure his advice is always guided by their individual financial objectives, risk tolerance and the latest research.
Associate Investment Advisor
Associate Investment Advisor
Evelyn has been meeting the needs of clients for more than 25 years and has been a pillar of our team since the very beginning. Her commitment to client service and her sharp financial insight guided her career from the retail branch network to her role as Associate Investment Advisor. We believe that our clients value Evelyn's exceptional interpersonal skills and attention to detail when it comes to managing their day-to-day wealth needs.
Client Service Associate
Client Service Associate
Josh is the newest member of the Thomson Mitar Wealth Management team and has been with TD for many years. He has experience working within the retail branch network, as well as other divisions of TD. He continues to enhance his knowledge through professional development courses and designations. He is committed to ensuring our clients receive personalized support and timely answers to their questions.
Additional TD Specialists
.jpg)
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.