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.
Client Relationship Associate
Client Relationship Associate
As a Client Relationship 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 an 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.
Client Service Associate
Client Service Associate
As a Client Service Associate, Tracey provides dedicated administrative and specialized support to our clients, as well as the rest of the team. In her role, she acts as the primary contact with regard to account administration and day to day client inquiries or issues. Tracey is committed to delivering legendary client experiences with courtesy, discretion and professionalism.
Administrative Associate
Administrative Associate
As an Administrative Associate, Le Mai acts as the primary contact with regards to account administration and owns all clerical and administrative functions to support our investment advisors/portfolio managers' practice. Le Mai is committed to delivering legendary client experiences with courtesy, discretion and professionalism.
Administrative Associate
Administrative Associate
As an Administrative Associate, Zeher acts as the primary contact with regards to account administration and owns all clerical and administrative functions to support our investment advisors/portfolio managers' practice. Zeher is committed to delivering legendary client experiences with courtesy, discretion and professionalism.
