Oscar Zorzetti

Kathryn McNeil is an Investment Advisor of the Legacy Wealth Advisory Group at TD Wealth Private Investment Advice, our team and her deliver a personalized comprehensive wealth plan for affluent individuals, business owners, and their families based on each household’s unique situation. 

With over 13 years of investment industry experience, Kathryn started her career in Edmonton and moved to Calgary in 2008. She has earned the Certified Financial Planner (CFP®) and Charter Investment Manager (CIM®) designations, with previous experience as a Senior Financial Planner with TD Wealth. While obtaining a Bachelor of Commerce, Kathryn lived and studied in three different countries.

Specializing in Finance and Economics, she attended University of Alberta, University of Edinburgh, and Hessen International University in Marburg, Germany. As a travel enthusiast, Kathryn enjoys venturing off the beaten path and has visited five of the Seven Wonders of the World. In her spare time, her husband and family enjoy weekend trips to the Rocky Mountains for hiking and cross-country skiing. Kathryn also volunteers with the Special Olympics and Calgary Drop-In Centre.

Click here to learn more about Kathryn McNeil.

Benjamin provides efficient and specialized support on a diverse range of assignments. His duties include working directly with clients to perform account administration, answer enquiries, follow up after meetings, and accurately execute trades and transfers. Ben excels at fostering client relationships and helping people open new accounts, source credit products and enjoy their investment advisory journey.

Ben graduated from the University of Calgary in 2008 and joined TD Wealth in 2013. Outside from work, Ben enjoys biking, hiking, badminton, tennis and relaxing outdoors with his wife. He is also fluent in Cantonese

Alison performs diverse administrative tasks with efficiency and care. She keeps account operations organized, opens accounts, transfers funds, gathers information, answers client questions, prepares tax packages, and clears queries.

After earning her Business Administration Diploma from the Southern Alberta Institute of Technology in 2010, Allison joined our team at TD Wealth Private Investment Advice in 2012 as a Client Service Associate. She speaks Cantonese and Mandarin fluently and unwinds by playing badminton with her husband and friends.

Karla focuses on working directly with clients to perform account administration, answering enquiries, following up after meetings, and executing trades and transfers.

Karla joined TD Canada Trust in 2011 as a Customer Service Representative in Duncan, British Columbia. After moving to Calgary in 2012, her career with TD progressed to be a Financial Service Representative, Manager Customer Service and most recently worked in the Regional Office for TD Canada Trust. On her free time, Karla enjoys keeping active by biking, hiking and skiing with her husband.