Steven Zadra

Steven Zadra

Senior Portfolio Manager

Senior Investment Advisor

BBA

CPA

FCSI®

Committed to understanding your needs and helping you achieve your vision of success

Phone

Office

(604) 235-9810

Office Location

700 West Georgia Street Suite 2000 Vancouver, BC V7Y 1A2. map

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Steve has more than 20 years of experience in advising high net worth investors. Over the past decade, he has been recognized by his former employers, National Bank Financial and HSBC, as one of their most dedicated financial advisors by evaluating people’s personal situations and helping them achieve their goals.

Steve moved to TD Wealth Private Investment Advice early in 2018. In his strive to offer to his clients a wider, more holistic scope of services, he collaborates with TD specialists to encompass investment management, wealth planning and related tax, retirement, estate and business succession strategies in the wealth solutions he provides.

As a seasoned Portfolio Manager who holds a Chartered Professional Accountant designation, Steve endeavours to bring a very high level of professional and ethical standards to his role advising business owners and families. Steve also holds the Fellow of the Canadian Securities Institute (FCSI®) designation, one of the highest honours within the Canadian financial services landscape, reserved for an exclusive group of professionals who demonstrate strong leadership, integrity, commitment and dedication to their clients and the industry.

Certificates

BBA

CPA

FCSI®

Languages

English

West Georgia Wealth

West Georgia Wealth



We are a boutique wealth management team that operates within TD Wealth Private Investment Advice, part of the TD Bank Group. With 50 years of combined experience in successfully managing through various market cycles, we are confident that we will continue to be a trusted advisor to our valued clients.