Meet The Team
Private Client Service Associate
Private Client Service Associate
After graduating from Mount Saint Vincent University with a Bachelor of Public Relations degree, Mary has accumulated over 10 years of banking and investment experience within the TD Bank Group. She started working as a Customer Service Associate for TD Canada Trust before moving to Toronto to become a Financial Planning Associate with TD Wealth Financial Planning. After starting a family in Toronto, she felt that it was time to come home and joined TD Wealth Private Investment Advice in Halifax, Nova Scotia. While working as a Client Service Associate, she became an essential part of Scott Ellison's team, dedicated to providing exceptional client service, administrative and operational support. She and Scott have recently joined TD Wealth Private Investment Counsel where Mary continues to support Scott in his role as Senior Portfolio Manager.
Mary is committed to continuing her education in the financial services industry and has successfully completed several investment related courses with the Canadian Securities Institute, including the Canadian Securities course, Conduct and Practices Handbook, Wealth Management Essentials and Financial Planning Supplemental Unit.
Outside of the office, Mary is an avid reader and enjoys spending quality time with her husband and 3 young children.
Private Client Service Associate
Private Client Service Associate
Tahnee has been with TD for five years. She attended Memorial University studying a Bachelor of Business Administration. In her free time, she enjoys traveling, going on hiking trips and taking her dog on walks around the city.
Additional TD Specialists
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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.
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.
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.
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.
