Annie is a tax and estate planning specialist with over 25 years of experience. She is focused on delivering integrated solutions to help individuals and business owners implement effective tax, estate and succession plans.
Annie is a columnist in “Affaires Plus”, “Finance & Investissement” and co-author of a book entitled “Ma retraite”. She is often commenting on tax, estate and financial planning strategies with the media.
Annie is a board member of the Institut québécois de la planification financière (IQPF) and a member of the Society of Trusts and Estate Practitioners (STEP), the Canadian Tax Foundation, the Conference for Advanced Life Underwriting (CALU) and l’Association de planification financière et fiscale (APFF). Annie holds a bachelor’sdegree in finance from Université du Québec à Montréal (UQAM), a graduate degree in tax from University of Sherbrooke and the Financial Planner designation from IQPF.
Noreen is a member of the Wealth Advisory Services Team and is actively focused on providing estate planning to affluent individuals and families. She uses the many resources and the expertise with TD Wealth to help provide clients with a high level of comfort.
Noreen holds a law degree from the University of New Brunswick, and was admitted to the Nova Scotia Bar in 1987. She has 18 years of experience as a Will and Estate Planning Specialist. Noreen is also a member of the Canadian Bar Association, the Society of Trust and Estate Practitioners, and the Halifax Estate Planning Council.
Noreen recently obtained a Certificate in Retirement Strategy through the Canadian Securities Institute. Noreen is an experienced Will and Estate professional, and will work with you every step of the way to help you progress towards achieving the goals and dreams that you and your family share.
Michael's career in the insurance industry has spanned over 20 years. He joined TD Wealth in 2010 to work with advisors and their clients to develop and deliver advanced estate planning and insurance strategies.
Prior to joining TD, Michael was Director of Sales for Atlantic Canada for a life insurance company. Before that, he had a successful financial planning practice for 14 years. Michael has a Batchelor of Commerce degree from St Mary's University in Halifax. He is also a Certified Financial Planner (CFP) as set by the Financial Planners Standards Council. In addition, he has his Canadian Investment Manager (CIM) designation from the Canadian Securities Institute.
Michael is an experienced wealth planning profession, and will work with you to help you progress towards achieving the goals and dreams you and your family share for work and career, well-being, home, lifestyle and legacy.
Suzanne provides advanced financial, tax, estate and business succession planning assistance to owner/managers and high-net-worth families. She creates integrated and customized wealth plans to help clients identify and reach specific goals.
Prior to joining TD, Suzanne practiced tax with an international firm in Halifax where she specialized in Canadian tax compliance and planning and U.S. tax compliance. Suzanne holds a Commerce degree from Saint Mary’s University and her Chartered Accountant designation. She has completed the Canadian Institute of Chartered Accountants two-year In-Depth Tax course, the Income Tax Practice course and the Advanced Tax Issues for the Owner-Managed Business course and is a member of the New Brunswick Institute of Chartered Accountants.
Suzanne is a wealth planning professional, who will work with you every step of the way to help you progress towards achieving the goals and dreams you and your family share for your work and career, well-being, home, lifestyle and legacy