Meet The Team
Portfolio Manager
CFA®
Sylvia supports the Senior Portfolio Manager by adding value in the portfolio analysis, monitoring and construction process.
Sylvia holds a bachelor's degree in Commerce with a major in Finance from the John Molson School of Business, Concordia University. Sylvia has completed the Canadian Securities Course (CSC) and is a CFA® charterholder.
Portfolio Manager
M.Sc
CFA®
F.Pl.
I have worked for over 20 years in the field of portfolio management, financial planning, and financial markets. As a portfolio manager, my mission is to ensure you achieve the objectives you have set for yourself. Having completed a master's degree in finance (M. Sc.), Chartered Financial Analyst (CFA) charterholder and holding the Financial Planner (Fin. Pl.) designation with a specialization for high-net-worth clients having completed the Certified Investment Wealth Management credential(CIWM), my role is to assist you in managing your portfolio and planning your finances according to the highest industry standards. I am committed to building a relationship of trust and confidence and can provide you with access to specialists across TD.
Client Relationship Associate
CIM®
As a Client Relationship Associate, James performs a leading role within the team to ensure the administrative and day to day support which is provided to you is comprehensive and efficient. He will provide you, our client, with dedicated administrative and specialized support. He is committed to delivering legendary client experiences with courtesy, discretion, and professionalism.
James holds a bachelor's degree in Commerce with a major in Finance from the John Molson School of Business, Concordia University and has completed the Chartered Investment Manager (CIM®) designation.
Client Service Associate
Client Service Associate
Janice is responsible for supporting the Senior Portfolio Manager, working as a team to develop and maintain close-knit, long-term, confidential client relationships.
Janice provides day-to-day operational and sales support functionality within the TD Wealth Private Investment Counsel team and will act as an alternate point of contact in your Senior Portfolio Manager’s absence. An exceptional client experience is sought at every client interaction and is demonstrated by seeking to surpass service standards at all points of contact with you.
Additional TD Specialists
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.
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.
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.
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.
Wealth Planning Specialist
Wealth Planning Specialist
As a Wealth Planning Specialist on the TD Wealth Advisory Services team, I work collaboratively
with TD Advisors to assist clients in developing a Wealth Plan that is tailored to their goals and
reflects their vision for the future. I work with clients to provide comprehensive wealth strategies,
including determining retirement income needs, identifying tax and estate planning
considerations, leveraging personal life insurance strategies, and identifying tax-efficient
charitable giving strategies.
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
