Kristi St Jean

At TD Wealth, we believe that each client's needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That's why we take the time to understand you, your family and your values. Whether your needs are straightforward or complex, we're dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself

As a Senior Private Banker for Healthcare professionals, I understand you and the various stages of your career. My goal is to be your trusted person, your first point of contact as it relates to all of your banking needs. I understand how busy your life is and I am here to assist you in the financial aspect of your lives so you can focus on what matters to you. 

When dealing with your growing wealth I understand you will require more sophisticated banking and credit solutions and I understand the value you place on responsive service and proactive advice.. I will directly assist you with complex and customized credit, and complex banking solutions. Together with you, we will look at your day to day banking requirements, current savings that are in place and help determine if this is enough to meet your goals. If it is determined some work is required to help you get to where you want to be, our team will work with you to design customized strategies for both your short- and long-term goals. I assist in implementation of these goals by bringing in our appropriate TD specialists for assistance, when necessary so we can help you achieve them.


I have been with TD for almost 20 years in a variety of different positions and currently working toward the Personal Financial Planner designation. Most of my roles at TD have included providing clients with innovative and tailored solutions specific and unique to them. Now in this role as a Senior Private Banker for Healthcare professionals, my goal is to establish, and build my relationships with my clients for the long term.


When I am not engaging with clients, I like to stay active, and have recently stated taking Pilates Classes. My partner Alan and i enjoy Saturday drives throughout the Niagara Region and visiting the various wineries, and fruit and vegetable stands along the way.  Although maintaining a healthy lifestyle is a big priority in my life, you will often find me in the kitchen baking. I have a weakness for cakes with, lots of icing! We all need to indulge once in a while!

 

I look forward to working with you.