Welcome to Cheevers Advisory Group
Mark Cheevers
Senior Portfolio Manager, Senior Investment Advisor
P: (416) 983-9211
E: mark.cheevers@td.com
As an Investment Advisor, my mandate is to help you preserve and grow your wealth through tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. I will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals.
Isaac Sousa, CFA, MFin
Investment Advisor
P: (416) 983-5030
E: Isaac.Sousa@td.com
Isaac’s chief role is building out our discretionary service offering. With sharp analytical skills and the Chartered Financial Analyst accreditation, he is our resident numbers guy. Isaac specializes in dealing with our most sophisticated clients, whose complex needs involve specialized performance reporting.
Isaac performs research on individual equities and market trends to help us identify what we believe to be the best names to add to portfolios and plays a key role in asset allocation, portfolio and discretionary model construction, and assists in equity, derivative, fixed income and mutual fund trading.
Adding to Isaac’s arsenal are a Master of Finance from the University of Toronto’s Rotman School of Management and an Honours BA in Economics from the University of Toronto. Outside of work, Isaac enjoys playing and watching hockey, baseball and soccer and following politics. Isaac and his wife, a fellow foodie, love checking out new restaurants and travelling.
Jennifer Bradshaw, CIM®, FCSI®
Client Relationship Associate
P: (416) 983-9217
E: jennifer.bradshaw@td.com
Jennifer, who acts as our Chief Operating Officer (COO), oversees the day-to-day operations at Cheevers Advisory Group and has been a cornerstone of our team for over 20 years. As the central point of contact for client queries, Jennifer dedicates much of her time to reviewing accounts, ensuring our portfolios are meticulously tailored to meet clients' specific financial goals and needs. Her hallmark lies in her exceptional ability to understand client objectives and foster lasting relationships.
Jennifer holds a Bachelor of Business Administration from the Schulich School of Business at York University. She has earned the Chartered Investment Manager (CIM®) designation and is a Fellow of the Canadian Securities Institute (FCSI®), the highest credential in Canadian financial services. Outside of the office, Jennifer enjoys being outdoors biking, hiking, and traveling.
Juliana Juarez
Client Service Associate
P: (416) 549-2446
E: juliana.juarez@td.com
Juliana has been a member of the Cheevers Advisory Group since 2023, dedicated to supporting our valued clients. As a Client Service Associate, Juliana excels in managing client accounts, addressing inquiries, and providing comprehensive support to help ensure a smooth and personalized experience. She is committed to enhancing client satisfaction and fostering strong, trust-based relationships with every interaction.
Juliana holds a Bachelor of Commerce from Toronto Metropolitan University. Outside of work Juliana enjoys running, playing recreational sports, and going on long walks with her dog, Romeo.
Additional TD Specialists
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High Net Worth Planner
High Net Worth Planner
TD Wealth Private Banking
Achieve more when you work with professionals who understand your goals and can help you reach them. Our Private Bankers provide support with your banking needs while connecting you with the right TD specialists to manage your wealth management needs, so you can focus on other priorities.
