Meet The Team
Portfolio Manager & Investment Advisor
CIM®
FCSI®
With over 13 years of experience in financial services and investment management, Braydon is dedicated to delivering an elevated level of service to clients through regular capital market updates and detailed portfolio reviews.
Braydon and the team collaborate closely with a talented group of TD specialists, leveraging the full resources and expertise of TD Wealth and the TD Bank Group. Braydon's role is to develop fully integrated and comprehensive plans for high-net-worth clients by engaging the appropriate TD specialists when needed. This ensures clients benefit from specialized knowledge in areas such as investment management, estate planning, credit services, and insurance needs. This collaborative approach is essential to meeting clients' evolving needs – from wealth accumulation to preservation and intergenerational wealth transfer at every stage of life.
Braydon holds the Chartered Investment Manager (CIM®), Certified International Wealth Manager (CIWM) and Fellow of Canadian Securities Institute (FCSI®) designations offered through the Canadian Securities Institute.
Client Relationship Associate
Client Relationship Associate
As a Client Relationship Associate, Rady works closely with the team to provide gold-standard service to our clients. She assists clients with day to day tasks and aids in the preparation of comprehensive wealth plans. She strives to provide our clients with a legendary client experience through sound operational execution. She is easy to deal with and enjoys proactively reaching out to our clients with updates.
Administrative Associate
Administrative Associate
As an Administrative Associate, Layal performs a leading role within our team to ensure the administrative and day to day support which is provided to you is comprehensive and efficient. Layal will provide you, our client, with dedicated administrative and specialized support. Layal is committed to delivering legendary client experiences with courtesy, discretion, and professionalism.
Client Service Associate
Client Service Associate
As a Client Service Associate, Tracey provides dedicated administrative and specialized support to our clients, as well as the rest of the team. In her role, she acts as the primary contact for account administration and day-to-day client inquiries or issues. Tracey is committed to delivering legendary client experiences with courtesy, discretion, and professionalism.
Administrative Associate
Administrative Associate
As an Administrative Associate, Le Mai acts as the primary contact with regards to account administration and owns all clerical and administrative functions to support our investment advisors/portfolio managers' practice. Le Mai is committed to delivering legendary client experiences with courtesy, discretion and professionalism.
Administrative Associate
Administrative Associate
As an Administrative Associate, Zeher acts as the primary contact with regards to account administration and owns all clerical and administrative functions to support our investment advisors/portfolio managers' practice. Zeher is committed to delivering legendary client experiences with courtesy, discretion and professionalism.
