Meet The Team
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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
Additional TD Specialists
Private Trust Manager
Private Trust Manager
Your Trust Officer with TD Private Trust provides a full range of Estate and Trust services that includes supporting you with your Will and Power of Attorney for property (POA) planning needs where The Canada Trust Company will act as your executor or attorney, and assisting you when you act as attorney or executor for a family member or friend. Your Trust Officer focuses on building long lasting relationships with you and your loved ones by providing continuity during the implementation of your financial and estate plan. From planning through administration, your Trust Officer supports you in creating a lasting legacy.
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.
