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Carmen works with high net worth individuals, business owners, executives and their families who are looking for a high level of attention and a long-term relationship for their wealth and banking needs. With the support of a team of specialists at TD, Carmen provides customized wealth management solutions to help clients realize their goals – whether that means estate planning, credit solutions, planning for retirement, charitable giving, or business succession planning. She is dedicated to her clients, takes a personal interest in their families, and takes the time to gain a deep understanding of their specific visions and goals.
Carmen joined Canada Trust in 1993 and worked in various roles with TD Bank Financial Group prior to moving to Private Client Group in 2006. She has a Bachelor of Arts Degree with a Major in Economics, from the University of British Columbia, and holds her Certified International Wealth Manager (CIWM) designation, and Professional Financial Planning (PFP) designation.
Outside of work, Carmen is involved in the community as Co-Chair of the Kids Help Phone, Homes for the Holidays committee. On her spare time, you will find her enjoying a good book, running, or on the soccer pitch cheering on her daughters.
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.