Meet The Team
Senior Portfolio Manager & Senior Investment Advisor
CFP®
As a member of the CFA Institute, the Toronto CFA Society and Financial Planners Standards Council, David values integrity and service. He has over 25 years of wealth management experience and has been with TD Wealth Private Investment Advice since 2002. As Senior Portfolio Manager, David possesses the knowledge, experience and abilities to deliver progressive strategies designed to help achieve the goals that are important to our clients.
David graduated from York University with a Bachelor of Arts degree in Mathematics for Commerce in 1990, is a CFA Charterholder, and holds the Certified Financial Planner (CFP®) designation.
Portfolio Manager & Investment Advisor
CIM®
Marco has been a trusted wealth professional with TD Wealth Private Investment Advice since 2013 and brings more than 18 years of banking and investment experience to the role. Marco is focused on providing a tailored wealth management strategy and a consistent experience for the families, estates and trusts, businesses and charitable organizations he serves.
Marco holds the Chartered Investment Management (CIM®) designation and is a member of the Toronto CFA Society. He attended the University of Waterloo, earning a Bachelor of Arts degree in Political Science with a minor in Economics in 2008.
Associate Portfolio Manager
CIM®
In his role as Associate Portfolio Manager, Peter supports the other Portfolio Managers on the Team by providing portfolio analysis, creating reports and co-managing client portfolios. Additionally, he performs account administration and analysis, and responds to day-to-day client inquiries.
Prior to joining the team in 2015, Peter began his financial career as an equity trader for Swift Trade in 2006 and then moved to TD as an Analyst in 2007. After a brief time as a Hedge Fund Accountant at Citco Corporate and Trust, he returned to TD as a Senior Operation Officer and obtained extensive back-office experience in fixed income products and process improvement. Peter holds a Bachelor of Business Administration from York University and the Chartered Investment Manager (CIM®) designation.
Administrative Associate
Administrative Associate
Sofie brings 15 years of banking experience to the team. Supporting clients and team members in the role of Administrative Associate, Sofie demonstrates her enthusiasm by delivering legendary client experiences.
Sofie commenced her banking career as a teller while completing her BA in Public Policy and Public Administration at the University of Toronto. While working in retail banking as a Financial Services Rep and a Manager of Customer Service, Sofie earned her IFC and CSC certifications. Her knowledge and experience span many areas including compliance, business administration, and financial services.
Client Service Associate
Client Service Associate
As a Client Service Associate with over 4 years of banking and investment experience, Issac provides administrative and analysis support to our Portfolio Managers. Additionally, with 10 plus years of client relationship experience, Issac is passionately committed to providing a legendary client experience.
Issac has completed the Canadian Securities Course (CSC®) and Wealth management Essential (WME®) examination. He holds a Bachelor of Management and Organizational studies from Western University, and is currently a CFA level II candidate.
Additional TD Specialists
Tax and Estate Planner
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.
High Net Worth Planner
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.
Business Succession Advisor
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.
Estate Planning Advisor
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.