Meet The Team
Investment Advisor
CFP®
B.Comm. (Hons)
Fei has been working in the financial and wealth advisory industry since 2006. As a Senior Investment Advisor, Fei provides comprehensive and customized wealth management advice to her clients. Based on clients' true financial needs and goals, she focuses on building a personal wealth plan for her clients through a disciplined investment approach, tax efficient strategy and effective personal financial analysis.
Fei holds the Certified Financial Planner designation (CFP®) and a Bachelor of Commerce (B.Comm) Hons major in Finance from John Molson School of Business at Concordia University. In the past, Fei volunteered in the Ottawa Chinese Community. In her spare time, Fei enjoys yoga and home gardening.
Fei looks forward to working with you to help you achieve your personal financial long-term goals.
Investment Advisor
PFP®
B.Comm.
Oi Yi has provided comprehensive wealth management advice and solutions to clients since 2007. She strives to help her clients meet their financial goals by building investment plans that include retirement/estate planning strategies, education planning and tax strategies, engaging TD specialists where needed.
Oi Yi holds a B. Comm degree from Carleton University and holds the Personal Financial Planner designation. Happily married with 2 kids, she enjoys traveling with her family, cooking, playing badminton and hiking.
Senior Investment Advisor
CFP®
M.A.
CIM®
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.
English
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Portfolio Manager
Senior Investment Advisor
CIM®
CFP®
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.
English
French
Associate Investment Advisor
CIM®
BA (Hons)
Kate Spivakov is an Associate Investment Advisor on the Trillium Wealth Management team. Kate started her career in the finance industry in 2009 and joined TD Wealth in 2013. She is dedicated to understanding individual clients' goals and priorities and working with them to create personalized wealth plans. Kate strives to help clients feel confident about their financial future with her attention to detail and ability to assess complex situations. She aims to assist them with their unique circumstances and to provide exceptional service and an enjoyable wealth experience.
She is a graduate of York University in Toronto and holds the Chartered Investment Manager (CIM®) designation. Kate volunteers as a member of the Board of Directors at the Parent Resource Centre in her community. She enjoys traveling to remote destinations with her husband and two daughters. On the weekend, Kate and her family enjoy an active lifestyle of yoga and swim classes, as well as Brazilian Jiu Jitsu.
Client Service Associate
Client Service Associate
Andrew Woodward is a Client Service Associate on the Trillium Wealth Management team. He provides dedicated 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 and requests. He is committed to delivering legendary client experiences with courtesy, discretion and professionalism. Andrew brings with him 7 years of managerial and advisory experience from the retail banking industry. Andrew prides himself on his excellent level of service and exceptional attention to detail. He spends most of his free time chasing after his two young boys, as well as traveling the globe.
Client Service Associate
Client Service Associate
Annie is a new addition to the Trillium Wealth Management team in 2023, bringing over 10 years of banking industry experience primarily in retail banking in an advisor role. As a Client Service Associate, Annie provides administrative and specialized support to our clients and our advisory team. Annie acts as the primary contact for Chinese speaking clients regarding their day-to-day inquires. Annie is committed to delivering a legendary customer experience to each and every one of the clients whom she supports.
Outside of work, Annie enjoys yoga, hiking and travelling with her daughter & husband.
Additional TD Specialists
Executive Trust Officer
Executive Trust Officer
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.
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.
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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.
