Kristi St Jean
Senior Private Banker
Working together to help you achieve what truly matters to you
Phone
Office Location
Building wealth is about more than managing money. It is about creating opportunities, protecting what matters most, and gaining the confidence that comes from having a trusted advisor by your side.
As a Senior Private Banker with TD Wealth Private Banking, I work closely with successful individuals, families, business owners, and professionals to help simplify their financial lives. By taking the time to understand what is important to you, I help develop personalized banking, lending, and wealth strategies that align with your goals and evolving needs.
I serve as a central point of contact, bringing together the right expertise at the right time. Whether you are growing your wealth, financing a major purchase, planning for retirement, supporting the next generation, or navigating a business transition, I help coordinate solutions and connect you with a team of experienced TD Wealth specialists who can support every stage of your financial journey.
With more than 21 years of banking experience, I am committed to building long-term relationships founded on trust, responsiveness, and exceptional client service. My goal is to make complex financial decisions easier and to be an advocate who understands your unique circumstances and priorities.
When I'm not working with clients, you'll often find me practicing Pilates, golfing in the summer and exploring Niagara's wineries and markets with my partner Alan.
I look forward to helping you make the most of every opportunity and achieve what matters most to you and your family.
Languages
English
Jessica - Seeing new possibilities with the right financial advice
When it comes to investing for your future, it can be difficult to find the right balance when prioritizing multiple goals. Finding the right advisor can be a critical step toward building a personalized plan that could help you reach your financial goals.
For Jessica, she wanted to experience life and make memories with her family. Financial advice from TD Wealth allowed her to see new possibilities, so she can enjoy today AND save for her future.
Connect with me to learn how you can prioritize what is important, while focusing on your financial goals.
Benefits of Private Banking
Worry less and achieve more when you work with professionals who understand your goals and can help you reach them. We know how valuable your time is, that’s why we manage all your affairs remotely and only meet when needed. Here are some benefits of Private Banking.
Experienced TD Specialists
Our Private Bankers can connect you with other TD Specialists to help you plan for a lifetime of financial success.
Premium Banking Solutions
From everyday transactions to complex banking services, we tailor our solutions to suit your needs.
Tailored Credit Strategies
We'll help you access credit by sharing strategies such as equity monetization, foreign exchange hedging and more.
We will help you achieve your vision of success through:
Implementing tax-efficient strategies - you've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will help structure your investment portfolio to help reduce tax exposure while keeping income available as and when you need it.
Protecting what matters most to you - life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.
Preparing for the legacy you want to leave - you are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of wealth to those who matter most to you.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Bare trusts: What the 2026 reporting rules could mean for you
Article
Bare trusts: What the 2026 reporting rules could mean for you
Share a bank account with an aging parent? Helping a child qualify for a mortgage by being on title? Situations like these could be considered bare trusts and may require a tax return to be filed, even when no tax is owed. Nicole Ewing, Principal, Wealth Planning Office, TD Wealth, explains what you need to know and what exceptions could apply.
Location, leverage, lifestyle: Is an income property right for you?
Article
Location, leverage, lifestyle: Is an income property right for you?
Rental real estate can play a strategic role in building and preserving wealth. Here’s how discerning investors can evaluate its place in
their portfolio.
What would it take for Oscar and Lakshmi to retire five years early?
Article
What would it take for Oscar and Lakshmi to retire five years early?
They have savings, a pension, and valuable real estate. But leaving work at 60 means deciding which matters most: retiring early, spending comfortably, or keeping two properties.