Meet The Team
Senior Portfolio Manager
Senior Investment Advisor
CIM®
CFP®
FCSI®
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.
Investment Advisor
CFP®
CIM®
As an Investment Advisor, my mandate is to help you preserve and grow your wealth through tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. I will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals.
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
CFP®
Josh is an integral part 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 holds the Certified Financial Planner designation and 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.
CIWM
PFP®
CEA
CIWM
PFP®
CEA
Additional TD Specialists
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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.
Regional Private Trust Manager
Regional 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.