A highly respected industry leader, Liz joined iA Private Wealth in 2022, bringing over 25 years of experience in wealth and asset management, as well as retail banking. In her current role, she is responsible for ensuring our advisors are equipped with the digital tools and support they need to drive growth, achieve greater efficiency and deliver an exceptional client experience. Liz also oversees the insurance strategy for iA Wealth and leads a team of regional insurance experts who support advisors in all aspects of the sales process.
Prior to joining iA Private Wealth, Liz spent 26 years at TD Bank, working in a variety of progressively senior roles across the organization, culminating in her appointment as Vice-President in 2017. Liz has a breadth of executive experience in strategy, transformation, agile delivery and business development. Her area of expertise is focused on transforming the end-to-end experience and delivering innovative, holistic advice-centric operating models and digital solutions to advisors, customers and operations.
Liz holds the CFP® designation, SAFe® Agilist Certification and earned a degree in Economics & Business from York University. In addition, she has passed her CIM and LLQP exams.
