Meet The Team
Associates
Associate Investment Advisor
Associate Investment Advisor
Terri has worked in the investment industry since 1994 and joined TD in 2005. An essential part of the Wealth for Life Advisory team, Terri takes care of all actionable client instructions, including executing trades and performing research, and consistently provides outstanding professional and courteous service. In her role, she wires money to the bank on behalf of clients, helps them navigate complexities, sends out detailed RIF communications, prepares gain/loss reports and simplifies tax time by consolidating the documents needed to file returns.
Terri is married and has two daughters who are very active in competitive swimming.
Associate Investment Advisor
Associate Investment Advisor
An experienced veteran of the Financial Services Industry, Lisa takes pride in working alongside her colleagues helping individuals and their families articulate the plans and strategies that will help them achieve their financial goals. Whether you are building your career, or moving into retirement, Lisa's insightful counsel and disciplined planning acumen will help you make informed decisions, focused on your future success.
Lisa has a bachelor’s degree from the University of British Columbia (1991) and the Certified Financial Planner designation (1998).She is a Certified Retirement Specialist. She can provide financial planning advice as well as a full spectrum of investment and insurance strategies as she is also a Life Insurance Advisor through TD Wealth Insurance Services.
Like many of us, when she isn't working, Lisa likes to spend time with family – Tim, her husband of 26 years, daughter’s Keely (17) and Ella (14) and their poorly trained but lovable Wheaten Terrier, Reilly.
Administrative Associate
Administrative Associate
