Shereen Debanné
Phone
Office Location
Drawing on deep industry knowledge gained from 28 years in the financial services industry, Shereen strives to provide the highest level of comprehensive portfolio and wealth management services to clients.
By addressing the challenges clients face, and addressing them with a well thought out plan of action, Shereen strives to make her clients feel confident that they are firmly in control of their financial affairs. Investment strategy and portfolio management, financial planning, portfolio tax efficiency, income planning, retirement and estate planning strategies - these are the areas of expertise Shereen brings to the relationships she builds with clients.
Shereen began her career at Midland Walwyn in 1994 and joined TD in 1997. She holds her Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®) and is a Fellow of the Canadian Securities Institute (FCSI®) designations. Shereen is an Honours Graduate from the University of Western Ontario and holds her Executive MBA from Queens University Smith School of Business. Shereen acts as a Senior Investment Advisor and Associate Portfolio Manager for her clients.
Outside of the office, Shereen enjoys spending time with her husband Paul and two children, Chloé and Zachary. She is an active Board member (Vice Chair) supporting the needs of women and children in Ottawa and also volunteers as a Project Advisor for Queen's EMBA Americas program. Shereen is passionate about yoga, cooking, hiking and travelling.
Phone
Fax
(613) 783-4075
Certificates
CFP®
MBA
CIM®