.png)
Private Client Service Associate
Private Client Service Associate
As Private Client Service Associate, my role is to provide superior customer service to the high net worth clients of TD Wealth Private Investment Counsel while providing administrative support to V.P. & Sr. Portfolio Manager, Jason Murray.
My commitment is to ensure that the day to day administrative needs of our clients are not only delivered but exceed their expectations by providing outstanding customer service.
In 2013 I celebrated 25 years with TD, having ventured in the world of Retail, Estates and Trust and finally settling in with Private Client Group where I've been for the past 15 years.
Away from the office I enjoy spending time with my family, entertaining my friends at my home and travelling
Private Client Service Associate
Private Client Service Associate
I joined TD Wealth Private Investment Counsel in 2021. As a Private Client Service Associate I support both Jason Murray and Mike Konopka, in discretionary management services to address the needs of their affluent clients. Prior to TD I worked at a National Accounting Firm in their Financial Advisory Services group in Manitoba and was primarily involved in the preparation of corporate valuations for purposes such as tax reorganizations, matrimonial matters, purchases or sales of a business, and shareholder disputes. Upon joining TD I am working towards the Chartered Financial Analyst designation.
Outside of work, I spend as much time as possible outdoors, hiking, running or skiing, depending on the season. I also developed a great appreciation for travelling while studying abroad after completing my Bachelor of Commerce in Manitoba.
