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Our Team
Combined, Geri, Jayme and Rohini have over 50 years of investment management expertise. Kate's professional focus is on client relationships, while Andrew represents the core of the administrative services our practice delivers. Together, it is our privilege to provide customized solutions to every one of our clients.
Our Approach to Service
At Trillium Wealth Management, we are committed to providing exceptional service. We dispense comprehensive wealth management advice and solutions to families, individuals and business owners. We work with you to create personalized wealth and retirement plans to help build and protect your financial futures and legacies. Your needs are the focus of what we do.
The cornerstone of our approach is the personal relationship with each client. This relationship is built on trust, regular communication and a detailed understanding of the client's needs. By working with Trillium Wealth Management's professional team we are able to address the entirety of your investment, wealth, and retirement needs. We can also provide access to supplementary TD specialists in areas such as wealth protection, insurance solutions, as well as estate planning and trust services. Furthermore, we have developed a network of external specialists in the fields such accounting, legal, general insurance and real estate. Our aim is simple - to provide the highest level of service so that your interactions with us are convenient and pleasant while we work to help ensure that your financial future is well looked after.
Investment Philosophy
We provide unbiased advice and innovative, cost-effective solutions that add value to your portfolio. We are patient and invest for the long-term, using high-quality investments and diversification to help you effectively manage risk. This conservative approach has allowed us to help build client portfolios that seek to perform well in strong markets, but just as importantly, preserve wealth in poor markets.
Trillium Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Geri has provided comprehensive wealth management advice and solutions to her clients since 1999. A Senior Investment Advisor, Geri helps build and protect financial futures and legacies, through a robust discovery process and commitment to service and understanding. Geri holds the Certified Financial Planner designation, and a masters of Arts in Legal Studies, as well as a BA Hons from Carleton University. Married with three children, Geri is active in her community as a volunteer, most notably through Junior Achievement Canada, for whom she teaches financial literacy. In her off-hours, she is usually at the rink, the dance studio, or the dojo.
Providing comprehensive wealth management advice and solutions to clients since 2004, Jayme is committed to providing tailor-made service and customized, personalized wealth and retirement plans. A Portfolio Manager & Investment Advisor, his practice is built on trust, communication and a detailed understanding of client needs.
Prior to joining TD Bank Group, Jayme was an active member of the Canadian Armed Forces with over 20 years of full and part time service. Retired from the forces, he continues ties with the military as the founding member and former president of the 33 Combat Engineer Association (33CER). He is also a member of the Algonquin College Financial Services Advisory Committee. Outside of the office he can be found with his three boys, fishing or at the cottage. He enjoys various other outdoor activities, such as Scuba Diving, bee keeping and operating his sugar sack.
Please call today to find out how you and your family can benefit from his approach to wealth management.
Trillium Wealth Management is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Since joining the industry in 2005, Rohini has helped her clients navigate through many financially impactful life events. She is committed to providing clients the investment solutions they need to help them achieve their specific goals, whether clients are investing for themselves, their families, their business, or their organization. Rohini takes a personal approach to help ensure that the strategies and recommendations are the right choice for each individual situation.
A graduate of the University of Ottawa, Rohini holds the Certified Financial Planner designation. A believer in lifelong learning, she continues to educate herself through a variety of financial education courses and workshops, and is pursuing the CIM designation. Rohini is also active in the community and currently sits on an investment subcommittee for The Friends of the Ottawa Public Library, a local not-for-profit organization. In her downtime, she enjoys cross-country skiing, skating and cycling with her husband and daughter.
Kate Spivakov is a recent addition to the Trillium Wealth Management team. She is a graduate of York University in Toronto and joined the industry in 2008. She holds the Chartered Investment Manager designation and is currently pursuing her Certified Financial Planner designation. For the past 6 years, she held the Client Service Associate role, being responsible for client relationship management, trading, and many other wealth management activities. Clients rely on her to assist them in their unique circumstances and in meeting their goals. Kate enjoys fostering close personal relationships with clients to provide exceptional service and an enjoyable wealth experience. Kate chairs the entertainment committee in our branch, which lends their efforts in raising funds for organizations such as; CHEO, Ronald McDonald House, Canadian Guide Dogs for the Blind, and others. Kate has a passion for ballet and photography. She is fluent in Russian, Hebrew, and is currently studying French. She also enjoys traveling with her husband and her two daughters.
As Trillium Wealth Management's dedicated Client Service Associate, Andrew provides administrative and specialized support to our clients, as well as the rest of the team. In his role, he acts as the primary contact with regard to account administration and day-to-day client inquiries or issues. He is committed to delivering legendary client experiences with courtesy, discretion and professionalism.
New to the team in 2020, Andrew brings with him 7 years in the banking industry, in both managerial and advisor roles. His experience in retail banking brings a new level of knowledge to the team, as he is particularly able to help in many areas of the banking world. Andrew prides himself on the attentive customer service he provides and his keen attention to detail. Andrew spends most of his free time chasing after his two young boys, as well as travelling the globe.
We're redefining private wealth management.
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement Planning
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
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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.
Jo-Anne Ryan
Vice President, Philanthropic Advisory Services
If you're looking for a way to plan your giving more effectively and create a lasting legacy to support the charities that matter most to you, our philanthropic services provide access to the Private Giving Foundation, the first donor-advised fund program launched by a financial institution in Canada. Our TD specialist will work one-on-one with you and your family to incorporate philanthropy into your overall estate and wealth plans, and help you create a legacy that is meaningful to you.
Maurice Gould
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.
Market Commentary
Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.
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