Client Relationship Associate
Client Relationship Associate
Reilly joined Doris’ team in 2017 and has been helping clients achieve their financial goals for more than nine years. Prior to joining TD Wealth, he worked as a Financial Advisor at the TD Canada Trust branch located at Yonge and St. Clair. Today, as a Client Relationship Associate with TD Wealth Private Investment Advice, Reilly plays an integral role in delivering a high standard of service and support to clients and their families.
He is responsible for coordinating account administration, preparing documentation for client meetings, and supporting the implementation of investment strategies. Reilly applies attention to detail, responsiveness, and a commitment to client service in his work with clients, as well as their accountants, tax advisors, and other professional contacts. Reilly graduated with a Bachelor of Arts from the University of Toronto.
Outside of work, Reilly enjoys reading, strategy games, and exploring life’s biggest questions.
Client Service Associate
CFA
Ryan supports the administration and investment management of client portfolios, including those for high-net-worth families, private corporations, estates and trusts, charities, and not-for-profit organizations. Ryan supports the team in portfolio analysis and developing tailored investment portfolios. He enjoys getting to know clients to understand their unique circumstances, preferences, and goals to then work with his team to provide strategies and a long-term plan. He is committed to delivering exceptional service and a comfortable client experience.
Ryan joined Doris' team in 2022. Prior to joining TD Wealth Private Investment Advice, Ryan worked at TD Wealth National Office and in equity research at an American financial institution.
Ryan is a CFA® charterholder and a member of both the CFA Institute and CFA Society Toronto. He graduated from McMaster University with a Bachelor of Commerce, specializing in Finance and Economics.
In his free time, he enjoys vegetable gardening, charitable work, and fly fishing.
