Meet The Team
Senior Portfolio Manager
Senior Investment Advisor
BBA
CPA
FCSI®
Steve has more than 20 years of experience in advising high net worth investors. Over the past decade, he has been recognized by his former employers, National Bank Financial and HSBC, as one of their top performers by evaluating people’s personal situations and helping them achieve their goals.Steve moved to TD Wealth Private Investment Advice early in 2018 to offer to his clients helped by TD Specialists, he strives to offer a wider, more holistic scope of services, encompassing investment management, wealth planning and related tax, retirement, estate and business succession strategies. As a seasoned Portfolio Manager who holds a Chartered Professional Accountant designation, Steve endeavours to bring a very high level of professional and ethical standards to his role advising business owners and families. Steve also holds the Fellow of the Canadian Securities Institute (FCSI®) designation, one of the highest honours within the Canadian financial services landscape, reserved for an exclusive group of professionals who demonstrate strong leadership, integrity, commitment and dedication to their clients and the industry.
English
Portfolio Manager
Senior Investment Advisor
B.Comm.
CFP®
CFA®
Mark has been an Investment Advisor with TD Wealth Private Investment Advice for the past half decade. He is primarily charged with performing investment research, financial planning, insurance strategies, and building relationships with affluent clients. Mark is also an integral part of the team’s investment committee, providing research and insight on investment decisions. Prior to serving affluent individuals, families and business owners, Mark worked as an audit professional for one of the Big Four accounting firms. He earned a Bachelor of Commerce degree from McGill University and holds his Certified Financial Planner (CFP®) designation. Mark holds a Chartered Financial Analyst (CFA®) designation, a globally recognized designation that attests to the competence and integrity of investment professionals who have earned the right to use it. When not in the office, Mark enjoys spending time with his family and close friends or scanning the treeline in search of his golf ball.
Associate Investment Advisor
Associate Investment Advisor
George has 20 years of experience serving the investment needs of affluent clients. Fluent in English, Mandarin, Cantonese and Taiwanese, George brings tremendous value to our team through his ability to serve the Asian members of our high net worth clientele, and we believe they appreciate the special treatment he provides them. In addition, George assists our team by executing trades, managing our administrative hub and keeping the team organized.
Client Service Associate
Client Service Associate
Cathy started her career at TD Wealth and joined the West Georgia Wealth team in summer 2020. With past work experiences at another major financial institution and a global consulting company, Cathy has developed her passion for wealth management and is committed to delivering dedicated and convenient service to clients. Her focus is assisting with client inquiries as well as ensuring the team operates at optimal level.
Graduated from Simon Fraser University with a Finance and Accounting background, Cathy is currently working towards her Chartered Financial Analyst (CFA) designation to enhance her expertise in the financial industry further.
Fluent in both English and Mandarin, Cathy is able to create tailored customer experiences to clients. In her spare time, Cathy enjoys crafting, baking sweets at home, and spending quality time with her family and her cat, Milky.
Client Service Associate
Client Service Associate
Amy is an experienced financial services professional who started her career in Investment Banking at TD Securities in downtown Toronto. Soon after, she moved to Vancouver to enjoy the natural landscape and pursue her passion for holistic wealth management. Over the past few years, she has expanded her technical expertise, polished her organizational skills, and strengthened her ability to communicate with others. In addition to providing reliable and timely administrative support, Amy is currently pursuing her Certified Financial Planner (CFP®) designation and is excited to help clients reach their financial goals. Amy was born in Ontario and holds a Bachelor of Accounting and Financial Management (BAFM) from the University of Waterloo, where she graduated on the Dean's Honours List.
Outside of work, Amy can be found recipe experimenting in her kitchen, trying to lift weights at the gym, or practicing her gel manicures. She also loves travelling abroad and exploring new destinations with her partner, Aaron.
Additional TD Specialists
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Business Succession Advisor
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
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.
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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.
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
