Trillium Wealth Management

As an Investment Advisor at TD Wealth Private Investment Advice, Jayme has been providing comprehensive wealth management advice and solutions to individuals, small business owners and their families since 2004. He is committed to providing exceptional service and provides his clients with customized, personalized wealth and retirement plans to help build and protect their financial futures.

His practice is built on one on one relationship with every client, based on trust, communication and a detailed understanding of their needs. By working with Trillium Wealth Management's professional team he is able to address the entirety of his client's investment, wealth, and retirement needs.  Other TD Wealth specialists are available to help address wealth protection and insurance solutions, as well as estate planning and trust services. 

He holds both the Canadian Investment Manager (CIM) and Certified Financial Planner (CFP) designations and graduated from Algonquin College in Business Administration Diploma with Honors in Personal Finance.  

Prior to joining the bank he was an active member of the Canadian Armed Forces with over 20 years of full and part time service with 33 Combat Engineer Regiment.  Since retiring from the forces he continues ties with the military as the founding member and current president of the 33CER Association. He is also a member of the Algonquin College Financial Services Advisory Committee providing feedback on course curriculums. Outside of the office he can be found with his three boys at the cottage or on the water fishing.  He also enjoys various other outdoor activities and has completed several half marathons and mud runs over the past few years.

Please call today to find out how you and your family can benefit from his approach to wealth management.

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.