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Meet The Team

Alan Holman, CFP, PFP®, CFA®

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Alan Holman, CFP, PFP®, CFA®

(905) 331-3243

(905) 331-3243

Alan.Holman@td.com

Alan has over 25 years experience in the financial services industry including over 19 years with TD Wealth Private Investment Counsel. Prior to joining TD, Alan worked for a national accounting firm within their High Net Worth group, focusing on retirement planning and investment consulting. Alan is a CFA charterholder, and also holds the Certified Financial Planner (CFP®) and the Personal Financial Planner (PFP®) designations.

Client Relationship Associate

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Michelle Hegge

Client Relationship Associate

(905) 331-8203

(905) 331-8203

Michelle.Hegge@td.com

Michelle's commitment is to help ensure that our clients' needs are met, by providing outstanding service through day-to-day administration of client accounts. Michelle has a Bachelor of Arts (Economics and Political Science) from the University of Guelph and has been with TD Wealth Private Investment Counsel for over 24 years and with TD for over 28 years.

Private Client Service Associate

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Ana Banus

Private Client Service Associate

(905) 331-5184

(905) 331-5184

ana.banus@td.com

David Allison

Senior Portfolio Manager

(905) 331-3249

5515 North Service Road Suite 400
Burlington, ON L7L 6G4 Map

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David Allison

(905) 331-3249

5515 North Service Road Suite 400
Burlington, ON L7L 6G4

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