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City Rochester / Toronto / Halifax / / Company Assante Capital Management Ltd. / Franklin Templeton Investments / TD Mutual Funds / The Toronto-Dominion Bank / The Client Driven Practice LLC / TD Asset Management Inc. / Burgeonvest Securities / / Country United States / Canada / / / IndustryTerm customer-based solutions / retirement solutions / / Organization Bank of Canada / Advisory board / / Person Stephen Wershing / DANIEL HERTZBERG / Brien / John De Goey / Deanne Gage / Chris Ball / / / Position advisor / financial advisors / president / advisors / senior advisor consultant / vice-president and associate portfolio manager / freelance writer and editor / advisor coach at the time / advisor coach / financial planner / branch manager / / ProvinceOrState New York / / URL www.tdadvisor.com/retirementportfolios / / SocialTag 
PRACTICE MANAGEMENT Client Advisory Boards hink of a client advisory board as your