Meet The Team
Josephine joined TD Canada Trust in 2002 working under Personal Lending and Commercial Compliance Group. She later joined TD Wealth Private Investment Counsel in March 2006.
She graduated from University of Alberta with a Bachelor Degree in Science, Majoring in Math and Finance and holds the Chartered Investment Manager (CIM®) designation.
As an Associate Portfolio Managar, she serves as another level of contact for our clients as well as working closely with Senior Portfolio Manager Steven Thornitt and a team of TD specialists in providing comprehensive wealth management solutions to individuals and families, estates & trusts and charitable and business organizations
Private Client Service Associate
Private Client Service Associate
As a Private Client Service Associate I assist clients with the management of their accounts by supporting Steven Thornitt, Senior Portfolio Manager. My commitment is to ensure that our clients' needs are met, by providing outstanding service through day-to-day access for the management of our clients' accounts. If you have any questions or concerns, I'm available to help.
Additional TD Specialists
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.
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.
Private Trust Manager
Private Trust Manager
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.
