Management Team
At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That’s why we take the time to understand you, your family and your values. Whether your needs are straightforward or complex, we’re dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you’re on track to achieve the future you envision for yourself.
As a TD Wealth Branch Manager, my mandate is to help you preserve and grow your wealth through our tailored investment solutions. I lead a diverse and inclusive team of Investment Advisors charged with seeking to exceed clients’ needs for asset accumulation, preservation and growth at Toronto Summit 10. Our investment philosophy is based on understanding your goals, disciplined planning, insightful advice and effective risk management. This philosophy helps us manage risk and navigate an ever-changing investment landscape.
I have been providing my clients with tailored wealth management solutions since 1997, joining TD's management team in 2009.
When I’m not engaging with clients, I am actively-involved in a wide range of charitable and community organizations. As the mother of two daughters, I have a special place in my heart for groups that support women and girls: for the last 25+ years, I've supported two children though Plan Canada; I've been a Girl Guide leader and served for many years as president of a non-profit daycare. I continue to fundraise for Sick Kids, the Canadian Women's Foundation and various groups working in Regent Park. Most recently, I became an enthusiastic supporter of Soulpepper Theatre's "Top Women" program, and I continue to be involved with two groups that serve my immediate community: 100 Women Who Care and Heart to Hand.
In my spare time, I am an enthusiastic downhill skier, an “improving” tennis player, and an insatiable bookworm.
As an Assistant Branch Manager at TD Wealth Private Investment Advice, I lead a diverse and inclusive team of Investment Advisors and Portfolio Managers charged with seeking to exceed clients’ needs for asset accumulation, preservation, and growth. Our investment philosophy is based on understanding your goals, disciplined planning, insightful advice, and effective risk management. This philosophy helps us manage risk and navigate an ever-changing investment landscape for our clients.
With over a decade in the financial industry Mark has developed his leadership skills, a strong focus on client relations, and a commitment to fostering a culture of excellence within his branch. Under his joint leadership with his Branch Manager, their team strives to exceed performance targets and provides clients with personalized, goal-oriented investment strategies.
Mark’s dedication to continuous learning and ethical practices has made him a respected figure among his colleagues. Outside of work, Mark enjoys giving back to organizations with a focus on youth engagement in sport, which reflect his dedication to growth and community involvement. Mark is married and is the father of three beautiful daughters.
As a Manager, Client Service, I lead a team of Client Service Associates at the Toronto Pinnacle Branch. My goal is to seek to promote and maintain an exceptional employee and client experience, oversee branch operations as well as support the business goals of our team.
As a Manager, Client Service, I lead a team of Client Service Associates and Client Relationship Associates at the Toronto Pinnacle Branch. My goal is to seek to promote and maintain an exceptional employee and client experience. I oversee branch operations as well as support the business goals of our team of advisors. I love being part of such an incredible team that supports collaboration, growth and the uniqueness of each member of our branch.
On a personal note, I love sunsets and campfires, spending time in nature, capturing moments with photography, travelling and above all, I am most passionate about my family including 5 children and 3 grandchildren.