Wealth Planning Advisor

• Jun 2021 - Present

Senior Analyst, Wealth Planning Support

• Jun 2016 - Jun 2021

Responsible for providing general wealth planning advice and guidance (tax, estate planning, and retirement) as well supporting the use of wealth planning tools to TD Wealth relationship managers. Involved in carrying out independent research on advanced wealth planning topics used by financial planners and investment advisors.• Respond to general wealth planning (i.e. tax, estate planning) information support received through phone, email, and support of general wealth planning tools and content (e.g. articles, presentations, calculators, etc.)• Review wealth plans prepared by TD Wealth relationship managers for accuracy, effectiveness, and quality in a high volume environment • Deliver training to new and current advisors on basic/advanced IWPS planning scenarios and in depth wealth planning topics to increase the overall wealth planning knowledge level of the field.

Supervisor, Tax & Estate InfoService

• May 2013 - May 2016

Responsible for supervising a four-member team to ensure that the specialists respond to telephone and e-mail inquiries from advisors and internal clients regarding tax and estate planning in an accurate, professional and timely manner. Additionally, assist the specialists to research and resolve the queries posed by using various resources such as the Income Tax Act and relevant provincial legislations.• Support the VP, Tax & Estate Planning by providing additional research and editing of articles to be distributed in various publications. • Involved in various cross-departmental projects by providing feedback on the standpoint from a tax and estate perspective. • Keep up-to date of relevant legislative changes, tax cases, US cross border issues and technical and wealth planning developments in order increase the overall knowledge of the specialists.

Specialist, Tax & Estate InfoService

• Mar 2012 - Apr 2013

Enhanced the relationship between Invesco and financial advisors by delivering timely, accurate and practical tax and estate planning information both verbal and written. Interpreted applicable federal and provincial legislation to provide guidance to financial advisors in order to assist in the financial planning process.• Proactively recognized and presented other relevant information above and beyond the specific inquiry that may be pertinent to the clients’ specific situation. • Provided support to financial advisors responsible for clients with $1M+ of investable assets. • Developed a financial calculator using Microsoft Excel and VBA to calculate the required annual minimum and maximum amount of a RRIF based on the applicable federal and provincial legislation's.

Client Relationship Representative

• Sep 2010 - Feb 2012

Built strong relationships and recognized value-added solutions to both internal and external customers while delivering exceptional customer service. Within a rapidly changing environment, proactively took ownership of calls to ensure issues are resolved in a timely manner. When necessary, analyzed and researched more complex matters to make certain complete and accurate information was provided within the specified deadline.