Meet The Team
Investment Advisor
CFP®
Investment Advisor
B.Comm.
PFP®
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
CFP®
CIM®
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.
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French
Associate Investment Advisor
CIM®
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.
Client Service Associate
Client Service Associate
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.
Client Service Associate
Client Service Associate
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.