Meet The Team

Danny Chan

Senior Investment Advisor

CFP®

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Danny Chan

Senior Investment Advisor

CFP®

780-419-4104

(780) 419-4104

Danny.J.Chan@td.com

With over 24 years of experience in the financial industry, Danny Chan is a Senior Investment Advisor dedicated to working with you to help you achieve your financial aspirations and dreams. Danny holds the CFP® designation, one of the most widely recognized financial planning certifications in the world. As the financial well-being of individuals and families grow more complex, they often look for CFP® professionals, the gold standard in Canadian financial planning. CFP® professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession.

Saif Al Saffar

Client Service Associate

BA (Hons)

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Saif Al Saffar

Client Service Associate

BA (Hons)

780-448-8096

(780) 448-8096

saif.alsaffar@td.com

Saif is dedicated to delivering exceptional service to high-net-worth clients, drawing on a strong educational background as he holds a bachelor degree of Engineering from Khlalifa University in Abu Dhabi and related experience in the financial services industry with TD since 2022. His deep understanding of client needs and attention to detail allow him to provide thoughtful, solutions-oriented support. As the primary point of contact for account administration and day-to-day inquiries, Saif ensures every interaction is handled with discretion, professionalism, and a commitment to excellence.

Outside of work, Saif is an avid reader, an enthusiastic sports fan, and a passionate traveler. A coffee lover, he enjoys discovering new cafés across the city. During the summer months, he looks forward to barbecues with family and friends—an experience he considers one of life’s simple joys reflecting his belief in building meaningful connections both personally and professionally.

Iris Ng

Centralized Client Service Associate

BBA (Hons)

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Iris Ng

Centralized Client Service Associate

BBA (Hons)

416-983-6480

(416) 983-6480

siuyung.ng@td.com

Iris has been with TD since 2022, bringing over 20 years of marketing and client engagement experience from Hong Kong. Her background in relationship management, business development, and event coordination allows her to provide exceptional client support at TD Wealth. Fluent in English, Cantonese, and Mandarin, Iris is dedicated to helping a diverse clientele navigate their financial journey with confidence.

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.

Stefania Mannarino

Additional TD Specialists

Eric Leveille

Estate Planning Advisor

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Eric Leveille

Estate Planning Advisor

Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.

Winston Tuttle

Tax and Estate Planner

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Winston Tuttle

Tax and Estate Planner

The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.

Jason Uppal

Business Succession Advisor

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Jason Uppal

Business Succession Advisor

Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.

Zhayate Meng, CPA

High Net Worth Planner

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Zhayate Meng, CPA

High Net Worth Planner

Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.

Sharene Gaitor

Private Trust Manager

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Sharene Gaitor

Private Trust Manager

Your Trust Officer with TD Private Trust provides a full range of Estate and Trust services that includes supporting you with your Will and Power of Attorney for property (POA) planning needs where The Canada Trust Company will act as your executor or attorney, and assisting you when you act as attorney or executor for a family member or friend. Your Trust Officer focuses on building long lasting relationships with you and your loved ones by providing continuity during the implementation of your financial and estate plan. From planning through administration, your Trust Officer supports you in creating a lasting legacy.

Meet The Team

TD Wealth Private Banking

Additional TD Specialists

Danny Chan

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