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Senior Portfolio Manager
Working together to help you achieve what truly matters to you
Passionate about advising her clients wisely and acting in their best interest, Laura has more than 20 years of financial services, business and investment experience. She is actively focused on designing and delivering tailored, discretionary investment management services with distinction for high net worth individuals, families, corporations, foundations, estates and trusts.
Laura 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. Laura is also a Life Insurance Advisor at TD Wealth Insurance Services.
Committed to continuous education, Laura has earned two professional designations: Chartered Professional Accountant (CPA, CA) in 1995 and Chartered Financial Analyst® (CFA®) in 2001. She graduated from the University of Waterloo with an Honours Bachelor of Arts.
Laura received the Vision in Action award in 2014, the highest form of individual recognition a TD employee can receive. Recipients are chosen because they embody the spirit of the guiding principles at TD.
Active in her professional and personal communities, Laura is currently serving on the Board of Directors for the McMichael Canadian Art Foundation. She previously spent six years on the Estate Planning Counsel of Toronto (EPCT) and also belongs to the Toronto CFA Society.
Laura and her husband spend much of their personal time on the baseball field cheering on their young son.
Laura will work with you every step of the way to help you manifest the dreams you and your family share for your career, well-being, home, lifestyle and legacy.
Toll Free: (800) 472-3414
Branch Office: (905) 707-6757
University of Waterloo
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Passing on your Wealth
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business Succession Planning
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
You have questions, I have answers. Let's have a quick chat.
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