Wealth For Life Advisory

Tim has been helping clients achieve their financial and retirement goals for over fifteen years. Tim complements his advisory experience with an MBA from Simon Fraser University’s Executive MBA program, the PFP (Personal Financial Planner Designation) and is a Life Insurance Advisor with TD Wealth Insurance Services.

In Tim's personal life, he enjoys spending time with his wife of 25 years, Lisa, and their daughters, Keely and Ella.

Lisa works with individuals, families and organizations with considerable investable assets and wide-ranging, often-complex financial needs. As her clients' needs change and evolve over time, so do the services and solutions offered. Whether you are building your career or business, or shifting into retirement, Lisa's insightful counsel, disciplined planning and effective risk management help make you more confident in your decisions, and more focused on your future.

Managing considerable wealth can be complicated. Using Lisa's distinctive approach, she seeks to view your life through your eyes. With a deep understanding of your priorities, Lisa then builds a strategy rooted in your goals and based on TD's principles of transparency and trust. 

Lisa has a degree from the University of British Columbia and holds the designation of Certified Financial Planner (CFP®) since 1998. Lisa became a Certified Retirement Specialist in the Spring of 2014.

Lisa is also a Life Insurance Advisor through TD Wealth Insurance Services.

Like most of her clients, when Lisa is not working she likes to spend time with her family - Tim, her husband of 25 years, their daughters, Keely (16) and Ella (13) and their Wheaten Terrier, Reilly. They enjoy skiing, biking, and spending time outdoors.

 

Wealth For Life Advisory consists of Robert Wells, Senior Vice President & Investment Advisor; Tim Collins, Vice President & Investment Advisor; Lisa Rodger, Investment Advisor; Nicholas Mackay, Investment Advisor; Terri Racine, Assistant Investment Advisor; and Sangeet Singh, Client Service Associate; Wealth For Life Advisory is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. TD Waterhouse Canada Inc. is a subsidiary of The Toronto-Dominion Bank. TD Waterhouse Canada Inc. – Member of the Canadian Investor Protection Fund.

Nicholas works with individuals, families and organizations with considerable investable assets and wide-ranging, often-complex financial needs. As his clients' needs change and evolve over time, so do the services and solutions offered. Whether you are building your career or business, or shifting into retirement, Nicholas's insightful counsel, disciplined planning and effective risk management can help make you more confident in your decisions, and more focused on your future.

Managing considerable wealth can be complicated. Using Nicholas's distinctive approach, he seeks to view your life through your eyes. With a deep understanding of your priorities, Nicholas then builds a strategy rooted in your goals and based on TD's principles of transparency and trust. 

Nicholas holds the Chartered Investment Manager (CIM®) designation, and acquired his Bachelor of Economics (BA Econ) from the University of Victoria. 

Nicholas is also a Life Insurance Advisor through TD Wealth Insurance Services.

Golf, tennis and traveling are just a few of the things Nicholas enjoys while maintaining an active and healthy lifestyle.

 

Wealth For Life Advisory is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. TD Waterhouse Canada Inc., which is a subsidiary of The Toronto-Dominion Bank. TD Waterhouse Canada Inc. – Member of the Canadian Investor Protection Fund.

Terri has 17 years licensed experience in client service and trading.  Terri is the centre point for trading and research for our clients.  She takes care of all actionable client instructions and delivers outstanding professional and courteous service to our valued clients.

Sangeet has 15 years experience in trust administration and estates.  She oversees our client documentation process, transfers, database management and client reports preparation.  Sangeet's work is accurate, detailed and her professionalism is commendable.