Meet The Team
Private Client Service Associate
Private Client Service Associate
As a Private Client Service Associate with TD Wealth Private Banking, I support a dedicated team of Private Banking professionals. My role is to work with TD Wealth Private Bankers, and to provide dedicated administrative and specialized support to our private banking clients. In my role, I act as the primary contact for account administration, day to day client transactions and inquiries. I am committed to handling all interactions with private banking clients with courtesy, discretion, and professionalism. My goal is to provide our Private Banking clients, with an exceptional client experience.
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
