Meet The Team
Senior Portfolio Manager
Senior Investment Advisor
B.Sc. (Hons)
CIM®
As a Senior Portfolio Manager and Senior Investment Advisor with TD Wealth Private Investment Advice, Dan specializes in managing the complex financial affairs and daily investment management for some of the most successful individuals and corporate investment accounts.
Dan was born and raised in Kitchener and graduated from University of Guelph. After owning and managing multiple companies, he found his passion was with the stock market. In 2010, he decided he wanted to help others in this endeavor and joined the brokerage industry, managing money for a vast array of clients. Dan holds multiple designations including Chartered Investment Manager (CIM®), as well as the Responsible Investment Specialist.
Since 2014, Dan’s approach as an active Portfolio Manager includes an investment approach that is tailored to each client’s unique set of needs. Dan follows a disciplined approach to investing, executes a solid foundation of professionalism matched with a passion for building and maintaining rewarding relationships with clients.
Away from the office, Dan enjoys spending time with his wife Jaime, daughter Kensington and son Langdon. He enjoys playing hockey and is a former member of Team Canada's Ultimate Frisbee - though his competitive days are now behind him.
Associate Investment Advisor
BBA (Hons)
Dejan has been working with TD Wealth Private Investment Advice since April 2019. He began his career with a national accounting firm before moving into a senior tax manager role with a Canadian insurance company.
Dejan graduated from Wilfrid Laurier University with a Bachelor of Business Administration (BBA) and from the University of Waterloo with a Bachelor of Mathematics (BMath). He holds the Chartered Professional Accountant (CPA) designation and is a Chartered Financial Analyst® (CFA) charter holder. He completed CPA Canada’s In-Depth Tax Course in 2017.
Away from the office, Dejan enjoys spending time with his wife, Julie, and daughter, Mila. He also enjoys playing tennis and basketball and has volunteered as a youth basketball coach in the local community.
Associate Investment Advisor
CFP®
Kaitlyn joined TD Wealth Private Investment Advice in 2024 after spending five years with TD Wealth Financial Planning. She came to TD after working at another institution for 3 years, in a client-facing capacity.
Kaitlyn graduated from the University of Waterloo with a Bachelor of Math (BMath). She then went on to complete a Post-Graduate certificate in Financial Planning from Conestoga College. She also holds the Certified Financial Planner (CFP®) designation.
In her spare time, Kaitlyn enjoys spending time with her husband, Mike and their twins, Nolan and Olivia. Together, they enjoy going for walks with their corgi, Yogi, and traveling, including trips to the Yukon to visit Kaitlyn's family.
Client Relationship Associate
CFP®
Jordan joined TD Wealth Private Investment Advice in 2017 after spending two years at an independent brokerage. He focuses most of his time on preparing and updating retirement income projections and financial plans for our clients.
Jordan obtained an Advanced Diploma in Business Administration – Financial Planning from Conestoga College in 2014 and has held the Certified Financial Planner (CFP®) designation since 2018.
Jordan and his wife Sarah have two wonderful daughters, Madison & Chelsea. Together, they enjoy spending time with their two dogs, Sophie and Chloe. Most weekends, they can be found participating in whatever activities the girls have chosen to do that day.
Client Service Associate
B.A.
FMA
Kim has been working with the team since 2002. She is dedicated to helping clients understand their investment accounts and is always available to handle their enquiries, leveraging her deep customer service experience in the financial services industry.
Kim earned a Bachelor of Arts (BA) with a major in Economics from Wilfrid Laurier University. She also holds the Financial Management Advisor (FMA) designation.
Away from the office Kim enjoys spending time with her husband and two children.
