There are many features of TD Privately Managed Portfolios, including:

  • A dedicated one-on-one relationship with an Portfolio Manager, who will strive to understand you and your unique financial needs and goals while managing your portfolio on a discretionary basis.

 

  • An in-depth TD Wealth discovery process aimed at understanding your unique financial circumstances.

 

  • Portfolio Managers have access to a broad range of research and resources through TD Wealth giving them expertise when designing your portfolio.

 

  • Accounts are subject to regular reviews to help ensure client portfolios align to the client’s Investment Policy Statement (IPS) and to the Investment Management Guidelines set for TD Privately Managed Portfolios.
Julie Hurtubise

Senior Investment Advisor

CIM®

B.Comm.

Client Relationship Associate
Laura Côté

Client Relationship Associate

CFA

Massimo Murano

Administrative Associate

B.Comm.

Francois Desmarais

Tax and Estate Planner