Meet The Team
We are a multidisciplinary team of astute, disciplined financial managers.
Leadership
Senior Investment Advisor
Senior Portfolio Manager
CIM®
FCSI®
Bringing nearly 30 years of experience to the operational and advisory services of the Bayswater Group, Bill’s primary focus is on establishing and building durable client relationships.
Bill studied Economics and Political Science at the University of British Columbia before working with RBC Dominion Securities for more than 28 years. He joined TD Wealth Private Investment Advice and created the Bayswater Group in 2017.
Bill holds the Chartered Investment Manager (CIM®) and Fellow of Canadian Securities Institute (FCSI®) designations. In 2008, he became a Portfolio Manager, enabling him to offer discretionary portfolio management services to our clients.
A long-time resident of Metro Vancouver, Bill is deliriously happy to be married to Shelley and is the proud father of two sons.
Bill enjoys running, competitive hockey and good food. A former Chair of the Richmond Hospital Foundation and a member of the Rotary Club, Bill devotes much of his personal time to charitable work.
English
Associates
Associate Investment Advisor
BBA
Afzal was born and raised in Kenya, East Africa and moved to Canada when he was 17 years old. Afzal started his Career at TD in February 2017 as a teller while going to school at Douglas College. He has worked with clients at the retail level and has provided an extremely high level of service and advice on all products from opening a cheqing account to getting clients a mortgage. Afzal worked as an Investment Specialist for 3 years prior to joining the Bayswater Group at TD Private Wealth Investment Advice in March 2024.
Afzal holds a Bachelor in Business Administration in Finance with a Concentration in Business Law from Douglas College. His is a Registered Representative with CIRO and is pursuing his Chartered Investment Manager (CIM) designation.
Afzal loves his peleton and enjoys golfing. He is always smiling and ready to help. In his free time, he serves on the B.C. Ismaili Economic Planning Board as a Deputy Lead for the Financial Well Being Segment of the Aga Khan Development Network.
Client Service Associate
CIM®
FCSI®
Born and raised in Vancouver, Mijie brings knowledge and experience of over 10 years to provide high-level service to clients. Mijie joined TD Wealth in 2018 Private Investment Counsel and transitioned to Private Investment Advice in 2023.
Mijie is securities and options licensed and holds a Chartered Investment Manager (CIM) and Fellow of CSI (FCSI) designations.
She is passionate about giving back to her community by volunteering at the Greater Vancouver Food Bank (GVFB) and Junior Achievement of British Columbia (JABC).
In her free time, she enjoys running and is currently training for a marathon. Mijie is fluent in Korean.
Additional TD Specialists
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Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Trust Officer
Trust Officer
Your experienced Trust Officer will provide a full-range of Estate and Trust services including supporting you with Will and Power of Attorney for property (POA) planning needs, when you are interested in appointing a Professional Corporate Executor or Attorney. We will also explain how we can assist you if you are acting in these roles. Our team is focused on building a long lasting relationship with you and your family in order to assist in the management of your financial and estate plans throughout the accumulation, preservation and transition periods. You are the architect of your legacy - we can help with the blueprint.