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Client Relationship Associate
Client Relationship Associate
With 25+ years of financial services and investment experience, I act as a secondary contact for Wayne Ryan & Rebecca Tam while assisting with the preparation of customer portfolio reviews, handling client cash transfers and remittance requests and other administrative account duties. I have completed the Canadian Securities Course. Outside of work, I love spending time with my husband, twin sons, daughter-in-law and grandson. We love to take in Senators games and travel to NYC to watch the Yankees. I love to host fundraising breakfasts raising funds for various charities.
Portfolio Manager
Portfolio Manager
As a Portfolio Manager with TD Wealth Private Investment Counsel, I work with my clients to create a customized discretionary wealth management solution tailored to each unique client scenario. I have over 15 years of experience in the financial services industry, dedicated to working with professionals and corporations, individuals and families, not-for-profits, as well as, estates and trusts.
Within TD Wealth, I work with TD specialists and draw upon their expertise and together we create an integrated and comprehensive plan for my clients. This can include but is not limited to estate planning, tax planning, business succession and insurance needs.
I hold the Chartered Financial Analyst(CFA) Designation, as well as the Canadian Investment Manager(CIM) designation. I am licensed in Ontario, Quebec and British Columbia.
Outside of work I enjoy an active/balanced lifestyle. In the community I am involved in several not-for-profits, but spend most of my time on the Board of the Royal Ottawa's Volunteer Association and on the investment committee of The Ottawa Hospital's Foundation.
