Who Can Help Advisors

Andrea Robertson joined TD Waterhouse Private Client Services in 2006. Andrea is the specialist for Not-For-Profit organizations for Private Investment Counsel, servicing charities and foundations. She ensures that we are doing all we can to meet the needs of our not-for-profit partners, including providing education to stakeholders on potential tax- efficient gift-giving strategies, working with your donors on estate planning, and offering cash management services tailored to your organization’s needs. Prior to joining TD, Andrea worked for over 20 years in the financial services industry and has been on the board of several non-profit institutions. Andrea received her Bachelor of Arts from Cornell University and her MBA from Columbia University