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.

Sangeet joined TD in 2001 and has more than 15 years’ experience in estates and trust administration. She works closely with clients and the rest of the team and oversees the documentation process, transfers, database management and the preparation of client reports. Sangeet has the expertise and sensitivity to help clients with estate administration and distribution, as necessary.

A graduate of Fiji College of Advanced Education, Sangeet is formally trained as a secondary school teacher and taught school in Fiji for three and a half years. Outside of work, her main priorities are health and wellness and her two children.

Lisa joined TD Wealth in 2009, having worked in the financial services industry with money managers for 13 years previously.  She has a degree from UBC and has the designation of Certified Financial Planner (CFP) since 1998. She is licensed to transact in investment products and is a Life Insurance Advisor with TD Wealth Insurance Services. Lisa's expertise in discovery of what truly matters to clients and her planning work is a valuable resource for our clients.

 Terri has worked in the investment industry since 1994 and joined TD in 2005. An essential part of the Wealth for Life Advisory team, Terri takes care of all actionable client instructions, including executing trades and performing research, and consistently provides outstanding professional and courteous service. In her role, she wires money to the bank on behalf of clients, helps them navigate complexities, sends out detailed RIF communications, prepares gain/loss reports and simplifies tax time by consolidating the documents needed to file returns.

Terri is married and has two daughters who are very active in competitive swimming.