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Carmen has led an extensive career with TD that has spanned over 25 years, specializing in advising high-net-worth clients and their families. As a Wealth Advisor with TD Wealth, she takes a holistic approach to meeting her clients' personal and business financial needs through a wide range of wealth management, banking and credit solutions. She provides high touch, highly personalized service to a select group of clients with tailored financial counsel and services. Carmen works with the client to discover and achieve what truly matters to them and then draws on the expertise of the Private Client Group specialists to create and implement an integrated wealth management solution. This can include estate, trust and tax services, business succession planning, investment strategies and investment management. She is dedicated to her clients, takes a personal interest in their families, and takes the time to understand their unique vision and goals with genuine care and compassion.
Carmen is a Certified International Wealth Manager (CIWM), has her Professional Financial Planning (PFP) designation, and a Bachelor of Arts in Economics. She is involved in the community and currently a member of the Sports Celebrities Festival committee to benefit Special Olympics BC and Canucks for Kids fund as well as the Homes for the Holidays committee for Kids Help Phone.
During her spare time, she likes to read, travel, and stay active enjoying the beautiful city of Vancouver but you will most likely find her on the soccer pitch cheering on her daughters, ages 13 and 15, play.
Toll Free: (877) 654-8875
Homes for the Holidays, Kids Help Phone committee member, Sports Celebrities Festival committee member
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
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