TD Wealth for Women – Insights from Advisors

Women are thriving in areas of financial advice that, just a few decades ago, were almost exclusively the domain of men. In this series of videos and articles, TD Wealth professionals share practical strategies that helped them build rewarding careers.

October 26, 2021 | Last updated on August 30, 2023

2 min read

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Practising philanthropy alongside High Net Worth clients

“There’s so much need out there. If I can give back and pay it forward, that’s important to me.”

– Jocelyn Willoughby, Senior Investment Advisor, TD Wealth Private Investment Advice

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Building a thriving HNW practice through personal upheaval

“An amazing support team helped me feel confident in myself again and reassured me I’m in the right place.”

– Jocelyn Willoughby, Senior Investment Advisor, TD Wealth Private Investment Advice

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Developing and deepening HNW relationships

“When people know you’re genuinely interested and want to help, it puts them at ease.”

– Andreka Lapchinski, Associate Portfolio Manager, TD Wealth Private Investment Counsel

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Building a career advising HNW clients

“Change is inevitable. You have to respond, and you can’t take it personally.”

– Andreka Lapchinski, Associate Portfolio Manager, TD Wealth Private Investment Counsel

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Top priorities for UHNW clients

“Clients need advisors who are genuine and care about their best interests.”

– Elise Pulver, Director of Wealth Planning with TD Wealth Family Office Wealth Advisory Services

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How to succeed in the UHNW market

“When clients feel they have been heard, they develop rapport, trust and a relationship with you.”

– Elise Pulver, Director of Wealth Planning with TD Wealth Family Office Wealth Advisory Services

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