Meet The Team
Client Service Associate
BA (Hons)
Saif is dedicated to delivering exceptional service to high-net-worth clients, drawing on a strong educational background as he holds a bachelor degree of Engineering from Khalifa University in Abu Dhabi and related experience in the financial services industry with TD since 2022. His deep understanding of client needs and attention to detail allow him to provide thoughtful, solutions-oriented support. As the primary point of contact for account administration and day-to-day inquiries, Saif ensures every interaction is handled with discretion, professionalism, and a commitment to excellence.
Outside of work, Saif is an avid reader, an enthusiastic sports fan, and a passionate traveler. A coffee lover, he enjoys discovering new cafés across the city. During the summer months, he looks forward to barbecues with family and friends—an experience he considers one of life’s simple joys reflecting his belief in building meaningful connections both personally and professionally.
Centralized Client Service Associate
BBA (Hons)
Iris has been with TD since 2022, bringing over 20 years of marketing and client engagement experience from Hong Kong. Her background in relationship management, business development, and event coordination allows her to provide exceptional client support at TD Wealth. Fluent in English, Cantonese, and Mandarin, Iris is dedicated to helping a diverse clientele navigate their financial journey with confidence.
Additional TD Specialists
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.
Business Succession Advisor
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
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.
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.
Private Trust Manager
Private Trust Manager
Your Trust Officer with TD Private Trust provides a full range of Estate and Trust services that includes supporting you with your Will and Power of Attorney for property (POA) planning needs where The Canada Trust Company will act as your executor or attorney, and assisting you when you act as attorney or executor for a family member or friend. Your Trust Officer focuses on building long lasting relationships with you and your loved ones by providing continuity during the implementation of your financial and estate plan. From planning through administration, your Trust Officer supports you in creating a lasting legacy.
