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With experience in a variety of Advisory and Management roles at TD since 1996, I hold myself to very high standards when it comes to my client’s banking experience.
I provide High Net Worth TD clients with the service and advice required to assist them in meeting their goals and dreams for wealth accumulation, preservation and transition. TD Wealth Private Banking offers dedicated personalized banking and lending solutions for busy professionals, business owners, high net worth clients and world travelers. My team endeavors to handle our client's requests with great professionalism, accuracy and speed.
Our focus is to provide the highest level of customer service while building strong family relationships with TD’s highest valued clients.
Using the eleven Wealth Considerations, we assist our clients by engaging TD Specialists who can provide each family relationship expertise in investment management, commercial banking, estate and tax planning specialists and professionals in order to provide a tailored wealth plan that will help meet their specific needs.
In my spare time, you will undoubtedly find myself and my husband, Dave, in a hockey rink watching our son and daughter play a sport that we are all very passionate about!
Branch Office: (613) 782-1270
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.