Client Relationship Associate
Client Relationship Associate
Ivanna has worked with TD Wealth Private Investment Advice since 2016. She plays a critical role in the team's client relations, marketing and events. Through deep discovery, Ivanna gets to the heart of what matters most to clients. She takes on a unique approach to understanding our clients, their families, and values. With great attention to detail, she is committed to delivering legendary client experiences with courtesy, discretion, and professionalism. Ivanna graduated from the University of Regina with a Bachelor of Arts in Psychology and a Diploma of Business Administration. She has also completed the Canadian Securities Course and Conduct and Practices Handbook Course and Wealth Management Essentials Course through the Canadian Securities Institute.
Away from the office, Ivanna is heavily involved with the Ukrainian and multicultural communities of Regina. She can be found instructing, organizing events, or volunteering her time at fundraisers. Ivanna also enjoys spending time with family - her main priority away from the office.
Administrative Associate
Administrative Associate
Amy was raised, and currently raises her own family, in Regina. With over 15 years of experience in banking, financial services, and the investment industry in different capacities, she completed the Canadian Securities Course and worked many years in both Investment Representative and Administrative Associate roles. Client service focused, she strives to ensure an exceptional client experience as our administrative specialist, and applies her knowledge, personality, and professionalism to complement our growing team. Outgoing and personable, she has strong roots and ties to the community, as she enjoys spending time with her family, volunteering, and is an active member of various local performing arts organizations.
Client Service Associate
Client Service Associate
Mubin Kadiwala is a dedicated professional in the financial realm with a dynamic career journey.
Mubin embarked on his financial path in 2020 at TD as a Credit Card Specialist, swiftly progressing to become an Investment Representative at TD Direct Investing in 2021. Currently holding the title of Client Service Associate at TD Wealth Private Investment Advice, he is dedicated to delivering exceptional service and cultivating positive client experiences. Mubin's educational foundation is robust, encompassing post-graduate studies in Financial Services from Algonquin College in Ottawa, paired with a bachelor's degree in management with a finance specialization from the University of Mumbai. He has completed key courses, including the Canadian Securities Course (CSC), Derivatives Fundamentals and Options Licensing Course, Conduct and Practices Handbook Course, and a Certificate in Personal Financial Service Advice from the CSI Institute. Mubin's linguistic versatility shines through, as he is proficient in four languages. He also loves spending quality time with his family and friends.
