Suzanne Matheson

Suzanne Matheson is a Private Client Relationship Manager with TD Wealth, the investment and wealth arm of TD Bank. She works with high net worth individuals and institutional clients, pulling TD's banking, lending, investment management, and trust and estate planning services into a plan built around each client's financial goals. Mortgages, home equity lines and financial planning are among the areas she covers, and she brings in TD specialists as needed.

Clients work with one main point of contact who coordinates the rest of the team. Meetings can be held at a TD store, by phone, by video conference or in person. TD's Private Client Group is generally suited to clients with $1,000,000 or more to invest, and smaller accounts can start with TD Automated Investing. Her listed branch is the TD Bank on Main Street in Athol.