Toms & Le Wealth Management Group

Offering a unique discovery process

Nathaniel received my Bachelor of Management degree from the University of Lethbridge in 2003.  He has been with TD Wealth Private Investment Advice since 2006 and have been working in the Financial Services industry for 20 years. He holds the Canadian Investment Manager designation since 2010. Nathaniel lives in Edmonton with his wife Melissa and their two children, Cohen and Quinn, where they are active in their community.

Cliff holds a Business Administration and Finance Diploma from the Northern Alberta Institute of Technology (NAIT). Cliff has been working in the financial services industry since 2007 and has been working with Craig Toms for most of his career. Cliff provides investment, administration and general support to our clients.

Maryse received a Master of Business Administration in 2013 and has been working in the financial service industry since 2014. She manages day-to-day processes for our team as well as events and marketing.

Nilufer works for TD Wealth Private Investment Advice as a Client Service Associate. She has been with TD Wealth for over 10 years including experience at TD Direct Investing, where she gained valuable experience participating in various type of trading and investing scenarios. Nilufer's investment knowledge and experience helps her as she strives to provide the highest standard of service and execution to our clients.

Nilufer received her Bachelor of Commerce degree from the University of Alberta with a major in Management Information Systems and a minor in Business Law.

Outside of work, Nilufer enjoys spending her time with her husband and two children.

Connie has over 20 years of experience in the financial services industry. She has earned the Canadian Investment Manager (CIM) and Certified Financial Planner (CFP®) designations and is a graduate of the Northern Alberta Institute of Technology (NAIT) Finance program. Her role is to provide administrative support and financial planning to our clients.