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Jacquie works with high-net-worth individuals, business owners, professionals and their families who want more personalized attention for their wealth and banking needs. Supported by the significant resources of TD Bank Group, Jacquie provides customized relevant wealth management solutions - whether it means lending solutions, estate planning or developing a charitable giving plan, thinking about your retirement options, business succession planning or planning for the next generation. She works with families and their advisors to develop a wealth plan that reflects their wishes in a way that helps to maximize the value of their holdings in line with their core values. Jacquie has completed the Chartered Financial Planner and is a Certified International Wealth Manager. When she is not at work, you will find her outside - sailing, biking, golfing, or enjoying a great glass of wine with her friends and family.
Toll Free: (877) 654-8875
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.