Associates
Administrative Associate
Administrative Associate
Anneta joined TD Bank in 1989 after studying Computer Science at McGill University. She has over 31 years of experience in administration. Anneta is responsible for supporting the Portfolio Managers, working as a team aimed at enhancing our client's financial success over the long term.
Anneta provides both business and relationship management as well as planning support to the Team. Her role enables the Portfolio Managers to deliver on strategic priorities through effective practices while focusing on business management, enhancing client relationships and Investment Wealth Planning for our clients.
Associate Portfolio Manager & Investment Advisor
Associate Portfolio Manager & Investment Advisor
Gregg joined TD in 2010 and brings a wealth of experience from the bank's retail and investment management divisions. He holds a Bachelor of Arts in Psychology and has completed the Canadian Securities Course. He is, also, currently engaged in completing his Chartered Investment Manager (CIM®) designation and is a CFA Level II candidate.
Gregg joined The Chasles Bruni Group in 2020. Gregg acts as a secondary contact to Portfolio Managers. His objective is to assist his Portfolio Managers to consistently provide clients with expertise and guidance to help them achieve their overall wealth management goals and demonstrate a commitment to keep clients well informed. Furthermore, he participates in the construction, monitoring, rebalancing and performance reporting of our custom-tailored investment portfolios.
