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.
I have been with TD Bank Group for over 5 years, previously holding roles as a Financial Service Representative and Financial Advisor at TD Canada Trust, and also roles at TD Commercial Banking as a Business Signing Officer and Customer Administration Officer.
In my spare time I enjoy doing physical activities, volunteering, and spending time with my family.
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.
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.
