Meet The Team
Leadership
Senior Portfolio Manager
Senior Investment Advisor
CFA®
Offering a unique discovery process
In the initial stages of us getting to know each other, I use an innovative discovery tool that will take you through some behaviour questions so you can better know yourself and how you really make decisions. And when it's all done, a diagnostic using behavioural finance theory will take all that information and tell us how you often behave, how I can work best with you and what the next steps are in creating your strategy - prioritized by what matters to you.Armed with a deep understanding of your priorities and values, I'll build a team of TD specialists centred around you. And, as your needs evolve, your wealth strategy will evolve with you. I take our relationship with you seriously – that means we'll be in touch with you on an ongoing basis so we can provide you with the information you need for a successful financial future. And when you need advice, we'll be there with a breadth of knowledge and expertise, along with the personalized attention you deserve.
Vietnamese
English
University of British Columbia
Senior Portfolio Manager
Senior Investment Advisor
MBA
CPA, CMA
CIM®
Offering a unique discovery process
In the initial stages of us getting to know each other, I use an innovative discovery tool that will take you through some behaviour questions so you can better know yourself and how you really make decisions. And when it's all done, a diagnostic using behavioural finance theory will take all that information and tell us how you often behave, how I can work best with you and what the next steps are in creating your strategy - prioritized by what matters to you. A wealth strategy which manages the financial aspect of important things like your retirement, your kid's education, your family cottage - not just your money.Armed with a deep understanding of your priorities and values, I'll build a team of TD specialists centered around you. And, as your needs evolve, your wealth strategy will evolve with you. I take our relationship with you seriously – that means we'll be in touch with you on an ongoing basis so we can provide you with the information you need for a successful financial future. And when you need advice, we'll be there with a breadth of knowledge and expertise, along with the personalized attention you deserve.
English
Masters in Business Administration - Queens University, Chartered Professional Accountant, Bachelor of Commerce, Royal Military College, Chartered Investment Manager, Certified Retirement Specialist
Associates
Associate Investment Advisor
CIM®
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.
Associate Investment Advisor
CIM®
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.
Client Service Associate
MBA
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.
Client Service Associate
B. Comm.
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.
Client Service Associate
CFP®
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.
Client Service Associate
Client Service Associate
Additional TD Specialists
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.
Business Succession Advisor
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
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.
