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As a Wealth Advisor with TD Private Client Group, I am dedicated to work with families as I take a holistic approach to help identify financial goals and develop a comprehensive wealth management strategy tailored to their own personal needs. I draw on the expertise of the TD Wealth Private Client Group of specialists to provide a range of services, including investments, estate planning, and trusts. My focus is to provide my clients with convenience, flexibility and trusted advice.
I have led an extensive career that has spanned over 30 years, specializing in advising high net worth clients and their families. Over the course of my career, I have built broad experience in the areas of complex lending, day-to-day banking, estates and trusts, investments and financial planning. I have successfully achieved the Personal Financial Planning designation and currently I am working towards the Certified International Wealth Manager designation.
I am passionate about our community! I am a corporate cabinet member of the Edmonton JDRF Ride for Diabetes, as well, an active volunteer for the Canadian Diabetes Association and Children's Miracle Network. I am married and mother of 2, and together we enjoy travelling, and simply spending time together.
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.