Meet The Team
Leadership
Portfolio Manager
Senior Investment Advisor
PFP®
MBA
CIM®
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.
Portfolio Manager
Senior Investment Advisor
CFA
CIM®
Managing considerable wealth can be complicated. Using his distinctive approach, Nicholas works with high net worth individuals, families and organizations to gain a thorough understanding of their priorities and often-complex financial needs and then builds a strategy based on those objectives and the TD principles of transparency and careful planning. Nicholas’ keen insight, disciplined counsel and effective risk management will help you make confident decisions about your future – whether you’re building your career or heading towards retirement.
Nicholas holds the Chartered Financial Analyst® (CFA®) designation and earned his BA with a major in Economics from the University of Victoria. He is also a Life Insurance Advisor through TD Wealth Insurance Services.
Committed to maintaining an active and healthy lifestyle, Nicholas enjoys golf, tennis and travelling.
Wealth For Life Advisory is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank. All trademarks are the property of their respective owners.
Associates
Associate Investment Advisor
Associate Investment Advisor
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.
Associate Investment Advisor
Associate Investment Advisor
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.
Associate Investment Advisor
Associate Investment Advisor
Administrative Associate
Administrative Associate
