Meet The Team
CFA
CFA
Going beyond the financial picture
A Proprietary Discovery Process
We know that an individual's unique personality impacts the way they make financial and investing decisions so we employ a multi-dimensional client discovery process. The proprietary discovery process that we use applies principles of Behavioral Finance to dig deeper and understand your wealth personality, your goals, your family, and your motivations – because your success can’t be understood with just a set of numbers.
First, I'll develop a deep understanding of your needs. Then, we take an integrated approach to help meet those needs. My clients can benefit from my experience in anticipating the complex challenges of growing and protecting wealth. My advice includes thoughtful strategies that consider tax implications, family dynamics, and other priorities.
Your Dedicated Relationship Manager
As your dedicated "Relationship Manager", I will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself. Through regular contact, I will routinely assess your investment portfolio and goals, ensuring you are introduced to the right specialists at the right time. I will be able to provide you access to specialists across TD Bank Group.
CFA
CFP
CFA
CFP
I am a graduate of both the University of British Columbia (Bachelor of Science degree in Microbiology) and Simon Fraser University (Bachelor of Business Administration degree in Finance and Accounting). I have earned the Certified Financial Planner (CFP) professional designation and the Chartered Financial Analyst (CFA) designation, also a CFA charter holder and a member of the CFA Institute and the CFA Vancouver Society.
CIM®
CIM®
As an Associate Portfolio Manager, Josee works with clients to build customized equity and fixed income portfolios with a focus on optimizing after-tax returns. Within her role, she is passionate about building and maintaining long-term, meaningful relationships with her clients that are built on trust, transparency, and sound advice.
Josee completed a Bachelor of Business Administration (BBA) from Capilano University and holds the Chartered Investment Manager (CIM®) designation.
Outside work, she enjoys travelling, cooking, and spending time with her husband, and pet Cavalier King Charles Spaniel.
Private Client Service Associate
B.A
Prior to TD Bank Group, she spent 12 years working at an insurance and investment brokerage firm as an executive assistant and client relationship manager.
She is responsible for providing administrative support to The Chow Mahil Group.
Private Client Service Associate
MA
Additional TD Specialists
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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.
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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.
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.
Executive Trust Officer
Executive Trust Officer
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.