Lea Zimmerman

Lea Zimmerman possesses extensive experience in financial services, having held key leadership roles in sales and financial planning. At TD Wealth Financial Planning from May 2018 to September 2020, Lea served as Senior Manager of Financial Planning Transformation and Senior Regional Sales Manager, focusing on leading a sales team to support financial planners and drive business success. Prior to this, from March 2013 to April 2015, Lea was employed at Fidelity Investments as Manager of Sales Effectiveness and Sales Coordinator, where responsibilities included supporting sales initiatives across multiple wholesaling teams, enhancing relationships with advisors, and managing marketing and event planning efforts for over 500 financial advisors in the Ottawa region.