For over 30 years, Wendy has helped individuals and families achieve their financial objectives by developing goal-oriented, integrated wealth management strategies. She earned her Financial Management Advisor (FMA) designation in 2005, and has been an Investment Advisor with TD Wealth Private Investment Advice since 1994. Wendy has won the TD Wealth President’s Club1 Award three times (2004, 2006, 2010), and has received the TD Merit Award2 12 times (2005, 2007-2009, 2011-2018). Both are distinctions reserved for top performing investment advisors. Prior to joining TD Wealth she headed up Asian Private Banking at the Bank of Montreal, and before that she was a professional currency trader.
Wendy is passionate about educating girls and women about finance. In addition to the many events she hosts focusing on financial literacy, she also sponsors girls’ education in the developing world, and currently serves on the Boards of a private school and The Giving Foundation.
1President’s Club: Meeting or exceeding business financial goals as well as maintaining a high level of professional business conduct throughout the year and consistently demonstrating integrity and the highest ethical standards.
2Merit rewards employees who meet and exceed the business unit’s criteria, consistently deliver legendary experiences and demonstrate the following qualities: motivation; excellence; results; integrity; teamwork.