Meet The Team
CFA®
MBA
CFP®
CFA®
MBA
CFP®
Veronica joined TD Wealth Private Investment Counsel in Aug of 2022. She has been in the financial industry for 13 years with most recent experience working as a Financial Planner for 7 years. She is actively focused on designing and delivering tailored, discretionary investment management services with dedication to working with high-net-worth individuals, families, corporations, foundations, estates and trusts. Veronica collaborates with a network of sophisticated TD specialists to provide complex tax and estate planning strategies, trust services, business succession plans and charitable giving strategies.
As a discretionary Portfolio Manager and Chartered Financial Analyst ® (CFA®) holder, Veronica uphold herself to the highest level of ethical standards as she has a duty to always act in her clients' best interest. She believes that relationships are built on trust and integrity, allowing her to focus on what truly matters to her clients.
Veronica also has been a Certified Financial Planner® since 2018 and obtained her MBA from Simon Fraser University in 2011.
Veronica is also fluent in Mandarin中文.
Private Client Service Associate
Private Client Service Associate
Private Client Service Associate
Private Client Service Associate
Additional TD Specialists
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Business Succession Advisor
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
Vice President, Philanthropic Advisory Services
Vice President, Philanthropic Advisory Services
If you're looking for a way to plan your giving more effectively and create a lasting legacy to support the charities that matter most to you, our philanthropic services provide access to the Private Giving Foundation, the first donor-advised fund program launched by a financial institution in Canada. Our TD specialist will work one-on-one with you and your family to incorporate philanthropy into your overall estate and wealth plans, and help you create a legacy that is meaningful to you.
