Michelle has been with TD Bank Group since 2012, and she joined our team at TD Wealth Private Investment Advice in 2015. She brings excellent organizational and time management skills and is instrumental in managing the administrative requirements to ensure a smooth operation of your accounts. She helps ensure our clients receive timely communication, relevant tax documents and prompt responses to their enquiries. Michelle has an excellent educational background, majoring in finance from the University of Northern British Columbia and holds a Certified Financial Planner designation. With a high-performance track record, Michelle provides exemplary, personalized service and is an integral part of the wealth management process.
Courtney joined our team in 2017 bringing years of experience from her previous role at TD Canada Trust. With the Canadian Securities Course under her belt she is well equipped to assist clients, problem solve and provide outstanding client service.