Associate Investment Advisor
Associate Investment Advisor
Daniel studied Economics at the University of Guelph before starting his career as a broker for TD Direct Investing in 2014. He moved to TD Canada Trust in 2016, where he assisted clients with real estate lending and mutual fund investments. Daniel joined TD Wealth Private Investment Advice in October of 2017 and brings both an exceptional service standard and a dedication to accommodating complex needs to the team.
Daniel is passionate about investing, and is responsible for the day to day operations of the team, performing portfolio management support, trading, wealth planning support, preparing reports for meetings and client events and reviewing portfolios on an ongoing basis.
Daniel got married in 2018, and lives with his wife and son in Orangeville.
Administrative Associate
Administrative Associate
Scott was previously an Investment Specialist at TD Canada Trust, providing investment solutions and goals-based planning to TD's retail banking clients. Scott has been working in the financial services industry for over 5 years, and the last 3 years in roles that provide more personalized white-glove services.
Scott attended Dalhousie University where he was a member of the varsity track and field team, and enjoys playing hockey, golf, and tennis.
