Windsor Essex Wealth Group

Jacquie feels privileged to work with a roster of incredible clients whose personal drive to succeed brought them to her door. She has built her professional life on the belief that helping clients achieve their goals starts with building strong relationships. Jacquie knows the value of a dollar and respects the hard work that goes into earning each one. 

Recognizing the role that financial security plays in a comfortable life, Jacquie is meticulous when managing her clients’ wealth. Collaborating with clients, she tackles tax strategies, estate-planning strategies, retirement income solutions and wealth planning, often liaising with clients’ other trusted professionals, such as accountants and lawyers. 

Jacquie has been creating investment strategies and wealth planning solutions for affluent clients and their families since 2005. Born and raised in Windsor-Essex County, Jacquie holds a Bachelor of Commerce Degree (Hons.) from the University of Windsor, in addition to the Certified Financial Planner (CFP®) and Certified Retirement Specialist designations. 

Jacquie is deeply involved in the local community and has worked with Big Brothers Big Sisters of Windsor Essex for more than a decade. She maintains a disciplined yoga practice and is driven to refine her golf game.

Lana works closely with the team, supporting client needs and striving to provide an exceptional client service experience. Lana has worked at TD Bank Group for more than a decade in various sales and administrative roles. She joined TD Wealth in 2013 and in 2017 proudly received the coveted Star award* for the exceptional quality of her client service and performance.

Lana lives in Harrow with her daughter and is an avid reader.

*Star Award – The TD Star Award honours employees who have delivered exceptional results and demonstrated Star qualities – Service, Teamwork, Achievement and Results throughout the year. In addition, recipients have met challenging criteria by proactively driving improvements to productivity and efficiency, contributing to the business and developing and implementing key business strategies.