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 person, your first, and trusted point of contact. I understand how busy your lifestyle is and I am here to assist you in the financial aspect of your lives so you can focus on what matters to you.

 

I will take the time to hear your questions, listen to your concerns, and help you to create your financial 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 18 years in a variety of different positions and am currently working toward the Personal Financial Planner designation. The majority 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. I want my clients to trust me and know I am here for them throughout their financial journey.

When I am not engaging with clients, I like to stay active. I enjoy Saturday drives throughout the Niagara region and visiting the various wineries and walking the grounds. Although maintaining a healthy lifestyle is a big priority in my life you will often find me in the kitchen baking because, why not? We all need to indulge!