Meet The Team
Senior Portfolio Manager
CFA
CPA
Chartered Accountant
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 spends her personal time cheering on her son Luke as he plays his favorite sports, baseball and basketball and walking her two doodles, Caramel and Stormy.
Laura and her Team 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.
English
University of Waterloo
Portfolio Manager
Portfolio Manager
Private Client Service Associate
Private Client Service Associate
Client Relationship Associate
Client Relationship Associate
Additional TD Specialists
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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.
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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.
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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.
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.
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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.
Vice President, Philanthropic Advisory Services
Vice President, Philanthropic Advisory Services
If you're looking for a way to plan your giving more effectively and create a lasting legacy to support the charities that matter most to you, our philanthropic services provide access to the Private Giving Foundation, the first donor-advised fund program launched by a financial institution in Canada. Our TD specialist will work one-on-one with you and your family to incorporate philanthropy into your overall estate and wealth plans, and help you create a legacy that is meaningful to you.
