Meet The Team
CFA®
CFP®
CFA®
CFP®
As a Senior Portfolio Manager at TD Wealth Private Investment Counsel, with over 30 years of financial services and investment experience, I am actively focused on providing comprehensive wealth management solutions for high net worth clients including individuals, corporations, not for profit organizations and estates & trusts.
In addition to investment management, my role is to create a fully integrated and comprehensive plan for my clients, by ensuring that the appropriate TD specialists are brought in when required. This can range from tax and estate planning, business succession planning, insurance, planned giving as well as credit and day to day banking needs.
I am a graduate of both the University of British Columbia (Bachelor of Science degree in Microbiology) and Simon Fraser University (Bachelor of Business Administration degree in Finance and Accounting). I am a Chartered Financial Analyst (CFA) charterholder and have earned the Certified Financial Planner (CFP®) professional designation. I am a member of the CFA Institute and the CFA Vancouver Society.
English
University of British Columbia (Bachelor of Science degree in Microbiology) and Simon Fraser University (Bachelor of Business Administration degree in Finance and Accounting)
Senior Portfolio Manager
CFA®
As a Senior Portfolio Manager with TD Wealth Private Investment Counsel, I provide discretionary investment counseling solutions and services to private and institutional clients. I began my career as a Senior Financial Planner for a major financial institution; specializing in creating tax efficient portfolios for high net worth business owners. Five years later, I was recruited by one of Canada's largest pension investment management firms to work as an analyst. My previous role focused on high yield dividend portfolios for institutional clients. With over 20 years of financial services and investment experience working closely with individuals and families, estates & trusts, corporations and charitable organizations, I can offer my client:
- Ongoing discovery
- Timely Reporting
- Comprehensive portfolio reviews tailored to you
- A transparent approach to fees
- A relationship manager supported by a team focusing on helping you achieve your goals
English
Simon Fraser University
Associate Portfolio Manager
Associate Portfolio Manager
As an Associate Portfolio Manager, I understand the unique needs of High-Net-Worth individuals and families. I can provide investment offerings that are supported by the high caliber and rigour that TD Asset Management Inc. uses with pension funds and foundations. I am committed to building a relationship with trust and confidence and can provide you with access to specialists across TD.
English
CIM®
CIM®
As an Associate Portfolio Manager, Josee works with clients to build customized equity and fixed income portfolios with a focus on optimizing after-tax returns. Within her role, she is passionate about building and maintaining long-term, meaningful relationships with her clients that are built on trust, transparency, and sound advice.
Josee completed a Bachelor of Business Administration (BBA) from Capilano University and holds the Chartered Investment Manager (CIM®) designation.
Outside work, she enjoys travelling, cooking, and spending time with her husband, and pet Cavalier King Charles Spaniel.
Private Client Service Associate
B.A
Prior to TD Bank Group, she spent 12 years working at an insurance and investment brokerage firm as an executive assistant and client relationship manager.
She is responsible for providing administrative support to The Chow Mahil Group.
Private Client Service Associate
Private Client Service Associate
Additional TD Specialists
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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.
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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.
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.
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.
