Meet The Team
Administrative Associate
Administrative Associate
As Administrative Associate, my role is to provide superior customer service to the high net worth clients of TD Wealth Private Investment Advice while providing administrative support to Senior Portfolio Manager, Jason Murray.
My commitment is to ensure that the day to day administrative needs of our clients are not only delivered but exceed their expectations by providing outstanding customer service.
In 2013 I celebrated 25 years with TD, having ventured in the world of Retail, Estates and Trust and finally settling in with TD Wealth Private Investment Advice where I've been for the past 15 years.
Away from the office I enjoy spending time with my family, entertaining my friends at my home and travelling
Administrative Associate
Administrative Associate
Saba Iqbal has been a dedicated member of the TD team since 2021. Starting out as a teller, she quickly demonstrated her passion for customer service and financial expertise, leading her to become a Personal Banking Associate in 2022. Over the next two years, she honed her skills and knowledge in the banking industry, providing top-notch service to clients. This year, she made the exciting transition to TD Wealth as a Administrative Associate for TD Wealth Private Investment Advice (PIC), where she is eager to continue growing and advancing within TD Wealth. Saba is passionate about helping clients achieve their financial goals and is committed to furthering her career within TD Wealth.
In her spare time, she enjoys quality moments with family and friends, along with engaging in photography and videography as her creative outlets.
Portfolio Manager & Investment Advisor
MBA
CIM®
Phong joined TD Wealth Private Investment Advice as an Associate Portfolio Manager in 2022. Passionate about helping others, Phong works to ensure all client needs are met through wealth planning and portfolio management. Having worked in the banking sector for 10 years, Phong has experience with portfolio management, borrowing strategies, tax planning and estate planning. Phong graduated from Wilfrid Laurier University with an Honours Bachelor's in Psychology and has also earned his Master of Business Administration (Rotman School of Business) from the University of Toronto. In addition, Phong has also earned the Chartered Investment Manager (CIM®) designation and focuses on wealth planning to ensure that the investments align with a client's goals.
Phong has a passion for film photography and enjoys taking photos as well as collecting vintage cameras. Phong also enjoys spending time outdoors hiking and golfing.
Additional TD Specialists
Private Trust Manager
Private Trust Manager
Your Trust Officer with TD Private Trust provides a full range of Estate and Trust services that includes supporting you with your Will and Power of Attorney for property (POA) planning needs where The Canada Trust Company will act as your executor or attorney, and assisting you when you act as attorney or executor for a family member or friend. Your Trust Officer focuses on building long lasting relationships with you and your loved ones by providing continuity during the implementation of your financial and estate plan. From planning through administration, your Trust Officer supports you in creating a lasting legacy.
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Business Succession Advisor
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
