TD Wealth Private Trust
Dilia is an Executive Trust Officer with TD Wealth Private Trust. Her focus is to provide guidance on estate planning and trust solutions to High Net Worth individuals and families. The Canada Trust Company offers fiduciary services such as Powers of Attorney and Estate Trustee Services, as well as assistance to those acting in such capacities. As clients are considering these services, Dilia plans and executes estate planning strategies focused on their needs. Dilia’s expertise is in estate planning, estate and trust administration, planning in the event of incapacity, taxation and trust investment strategy. Dilia will identify and present solutions that reflect the client’s unique situation today and in the future.
Dilia holds a Bachelor of Commerce degree with an Accounting Specialization from the University of Ottawa. She is a Fellow of the Canadian Securities Institute (FCSI), a Member of the Trust Institute (MTI) and holds the Certified International Wealth Manager (CIWM), the Certified Financial Planner (CFP), the Canadian Investment Manager (CIM) and the Financial Manager Advisor (FMA) Designations.
Today, Dilia is a Board Member of Estate Planning Council (EPC) and a Student Member of the Society of Trust and Estate Practitioners (STEP). Dilia is fluent in English, French and Spanish. She resides in Ottawa with her husband Gilles and their two sons, Gabriel and Adrien and their German shepherd Neil. She is actively involved in the community and has organized Holiday Hamper fundraisers for underprivileged families in the Ottawa area for over 15 years.