Portfolio Manager
Investment Advisor
CPA, CA
CFP®
CIM®
Mark’s broad technical knowledge and decades of experience provide him with invaluable insight that he leverages when advising clients about their wealth management options. He graduated from Wilfrid Laurier University with a Bachelor of Business Administration (BBA) and is a Fellow of the Canadian Securities Institute (FCSI®). In addition, Mark holds the Chartered Professional Accountant (CPA), Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations. He has also earned a Certificate in Retirement Strategy.
Mark enjoys golf, hockey, karate and snowboarding. Above all, he cherishes the time he spends with his wife, Sandra, and his children, Kelvin and Jacqueline.
Portfolio Manager
Investment Advisor
B.Sc. (Hons)
CIM®
Though he owned and managed a number of companies early on in his career, Dan’s true passion has always been the stock market. He began managing money for his friends and family and made the move to working in the brokerage industry full-time in 2011. Dan’s technical expertise in investment management and economics provides a solid foundation for his holistic approach to wealth management. He understands that every client’s financial vision is unique and tailors investment strategies to complement those life goals, business objectives, and estate and philanthropic intentions. Trust and integrity are fundamental to Dan’s practice and he takes a personal approach to every relationship he builds.
Dan holds an honours undergraduate degree in Marine and Freshwater Biology with a minor in Business Administration from the University of Guelph. In 2014, he completed the rigorous training for the Chartered Investment Manager (CIM®) designation.
Away from the office, Dan spends much of this time with his wife, Jaime, his daughter, Kensington, and his son, Langdon. He is active in the community as a member of the Kitchener Grand River Rotary Club and a board member of Camp Enterprise, an entrepreneurship opportunity for high school students. Dan is an active athlete – he plays ultimate frisbee for Team Canada, as well as hockey, squash and golf.
Associate Investment Advisor
BBA (Hons)
CPA, CA
Dejan has been working with TD Wealth Private Investment Advice since April 2019. He began his career with a national accounting firm before moving into a senior tax manager role with a Canadian insurance company.
Dejan graduated from Wilfrid Laurier University with a Bachelor of Business Administration (BBA) and from the University of Waterloo with a Bachelor of Mathematics (B.Math). He holds the Chartered Professional Accountant (CPA) designation and completed CPA Canada’s In-Depth Tax Course in 2017.
Away from the office, Dejan and his wife, Julie, spend time socializing with family and friends. He also enjoys long-distance running and skiing as well as playing basketball and tennis.
Client Relationship Associate
CFP®
Client Relationship Associate
CFP®
Jordan joined TD Wealth Private Investment Advice in 2017 after spending two years at an independent brokerage. He focuses most of his time on preparing and updating retirement income projections and financial plans for our clients.
Jordan obtained an Advanced Diploma in Business Administration – Financial Planning from Conestoga College in 2014 and has held the Certified Financial Planner (CFP®) designation since 2018. His next goal is to achieve the Chartered Investment Manager (CIM®) designation.
In his spare time, Jordan and his girlfriend, Sarah, enjoy walking their dogs, Cocoa, Chloe and Daisy, and socializing with friends. He grew up riding horses and continues to ride occasionally.
Client Service Associate
B.A. Economics
FMA
Client Service Associate
B.A. Economics
FMA
Kim has been working with the team since 2003. She is dedicated to helping clients understand their investment accounts and is always available to handle their enquiries, leveraging her deep customer service experience in the financial services industry.
Kim earned a Bachelor of Arts (BA) with a major in Economics from Wilfrid Laurier University. She also holds the Financial Management Advisor (FMA) designation.
Away from the office she spends time with her husband and two children.