Meet The Team
Senior Portfolio Manager & Senior Investment Advisor
CFA
With over 25 years of investment experience, Jason provides a high level of personalized service for our clients. He works with a talented group of TD specialists and has complete access to their expertise as well as the vast resources of TD Bank Group.
Jason’s role is to create a fully integrated and comprehensive plan for our clients by ensuring that the appropriate specialists are brought in when required to apply their specialized knowledge to a particular situation. This can range from investment management to estate planning, to credit and insurance needs. This collaboration is crucial to our clients’ evolving needs from the accumulation of wealth to its preservation and transitioning through every stage of their life.
Jason is a graduate of Concordia University's John Molson School of Business, where he earned a Bachelor of Commerce degree and lectured part-time for seven years on the theoretical and practical aspects of investment management. He is fluent in English and French, is a Chartered Financial Analyst® (CFA®) charterholder, and has completed the Canadian Securities, Futures and Options Trading and Canadian Commodity Supervisors Courses. Jason is also a member in good standing with the CFA Institute.
Senior Portfolio Manager & Senior Investment Advisor
CFA
CIM®
With over 23 years of financial services and investment experience, Carlos is actively focused on providing comprehensive wealth management solutions to individuals and families, estates & trusts, and charitable and business organizations.
As a Portfolio Manager with TD Wealth Private Investment Advice, he provides a high level of personalized service for his clients. He works with a talented group of TD specialists and has complete access to their expertise and the resources at TD Bank Group.
Carlos' role is to create a fully integrated and comprehensive plan for his clients, by ensuring that the appropriate TD specialists are brought in when required, to apply their knowledge to complex situations. This can range from investment management, to estate planning, and to credit and insurance needs. This collaboration is crucial to our clients' evolving needs, from the accumulation of wealth to its preservation and transitioning through every stage of their life.
Carlos is a Chartered Financial Analyst® (CFA®) charterholder, and also holds the Chartered Investment Manager (CIM®) and Fellow of the Canadian Securities Institute (FCSI®) designations. He graduated from the University of Lethbridge with a Bachelor of Management (Accounting) degree and completed his Executive Masters in Business Administration at the University of Alberta.
Administrative Associate
Administrative Associate
As a Administrative Associate, Rady works closely with the team to provide gold-standard service to our clients. She assists clients with day to day tasks and aids in the preparation of comprehensive wealth plans. She strives to provide our clients with a legendary client experience through sound operational execution. She is easy to deal with and enjoys proactively reaching out to our clients with updates.
Administrative Associate
Administrative Associate
As a Administrative Associate, Layal performs a leading role within our team to ensure the administrative and day to day support which is provided to you is comprehensive and efficient. Layal will provide you, our client, with dedicated administrative and specialized support. Layal is committed to delivering legendary client experiences with courtesy, discretion, and professionalism.
Administrative Associate
Administrative Associate
As a Administrative Associate, Tracey provides dedicated administrative support to our clients, as well as the rest of the team. In her role, she acts as the contact for account administration and day-to-day client inquiries. Tracey is committed to courtesy, discretion, and professionalism in her interactions.
Administrative Associate
Administrative Associate
As a Administrative Associate, I provide dedicated administrative and specialized support to you, our client, as well as the rest of the team. In my role, I act as the primary contact with regard to account administration and day to day client inquiries. I am committed to delivering legendary client experiences with courtesy, discretion and professionalism.
Administrative Associate
Administrative Associate
As an Administrative Associate, I act as the primary contact with regards to account administration and own all clerical and administrative functions to support our investment advisors/portfolio managers' practice. I am committed to delivering legendary client experiences with courtesy, discretion and professionalism.
