Client Service Associate
Client Service Associate
Nav Sidhu is an investment professional with The Davies Wealth Management Group at TD Wealth Private Investment Advice in Surrey, which offers discretionary portfolio management and wealth planning services to help people to achieve their vision of success.
In collaboration with TD specialists, the team provides clients with access to tax-wise retirement and estate planning, trust and executor services, insurance strategies – many integrated financial services under one roof.
The focus of Nav’s role is being the primary contact for clients and providing support with all the administrative tasks for the team. Nav also provides backup with performing trade executions and market.
Client Relationship Associate
Client Relationship Associate
Amy Malhotra is an investment professional with the Davies Wealth Management Group at TD Wealth Private Investment Advice in Surrey, which offers discretionary portfolio management and wealth planning services to help people to achieve their vision of success.
In collaboration with TD specialists, the team provides clients with access to tax-wise retirement and estate planning, trust and executor services, insurance strategies – many integrated financial services under one roof.
The focus of Amy’s role is performing trade executions and helping to rebalance the team’s model portfolios. Amy also provides backup with administrative tasks such as opening accounts and taking client calls.
Amy enjoys the great outdoors and looks for opportunities to travel, explore new places and immerse herself in classical music. As a means of self-expression, she loves to spend time writing poetry and practicing yoga, which she believes to be the best way to relax and connect mind, body and soul.