TD Bank - Suzanne Matheson Relationship Manager NMLS #830179

As a Private Client Relationship Manager, Suzanne Matheson delivers TD Wealth’s full offering of private client banking, lending, investment management, trust and estate planning services to high net worth individuals and institutional clients in her market. She works closely with each client to assess their needs and develop a comprehensive plan focused on their financial goals. In executing this strategy, Suzanne leverages the resources of TD Wealth and TD Bank to assemble a team of specialists to identify the needs of each client. As the primary point of contact, she develops an extensive relationship with each client and works closely with the assembled team to support their needs.

Prior to joining TD Wealth in 2011, Suzanne held roles as a Senior Private Banker at TD Waterhouse, Director of Business Development at Merix Financial and Manager of Personal Financial Services at HSBC.