Portfolio Manager

Abeer holds the Chartered Investment Management designation and acts as our team’s Chief Operating Officer, making sure things run smoothly and our clients’ needs are met efficiently. He creates our Investment Policy Statements, writes proposals, executes trades, and keeps in close contact with our clients. A graduate of the University of Toronto with a Bachelor of Science in Mathematics, Abeer joined the investment industry in 2001 at TD Canada Trust as a Financial Services Representative. He was a Business Analyst with the Private Client Group National Office at TD Wealth Private Investment Advice providing strategic business initiatives prior to joining our team. 

Abeer resides in Milton with his wife, son and two daughters, and looks forward to getting actively involved in his local community. He enjoys being part of the TD Volunteer Network, which encourages and tracks the volunteer contributions of TD employees.

Client Service Associate

Jenny reports to Kallie and helps her run the operational side of our team. She enjoys her interactions with clients, setting up meetings and following up with documentation. She earned a Business Administration Diploma from Humber College Lakeshore Campus and joined TD in 2010 and became part of our team in 2018.

When she’s not looking after our advisors and clients, Jenny’s attention turns to travel and activites that keep her outdoors, such as hiking at Albion Falls and King’s Forest near Hamilton on the Bruce Trail.