Jason Senio

Senio Wealth Management Group

The Senio Wealth Management Group is a dedicated team that strives to achieve trust through thoughtful consideration of clients’ needs, while proactively implementing strategies to grow and preserve wealth.  Our primary objective is to grow capital for clients in a consistent and low risk manner. 

Our team of specialists has over 60+ years of combined experience, and we use this to custom tailor comprehensive portfolio management and wealth management solutions for each client. 

This approach has had success with select affluent clients, corporations, institutions and non-profit organizations.

Customized Portfolio Management

The Senio Wealth Management group uses an investment approach designed for affluent clients with a focus on capital preservation with consistency.  Our goal is to achieve above average returns without taking undue risk.  As the economic environment becomes more complex, we believe you need a discipline, a strategy and process to help you reach your personal financial objectives.  

This advanced approach allows us to custom build portfolios for our clients’ that are flexible and adaptive to the changing market environment.  That also means we do not sell products, and we do not push investments packages.  We believe that every plan we develop is 100% customized (Equity & Fixed Income). 

The Portfolio Management process follows a strict discipline

-         Develop a view of where the economy is heading
-         Structure a portfolio to fit that view and tailor to client’s expectations and risk tolerance
-         Seek out those securities in each sector that are best able to take advantage of 
           the environment without exposing the portfolio to undue risk
-         Have a strict sell discipline in place to help mitigate risk

Comprehensive Planning

We can coordinate TD Specialists who can provide clients with integrated wealth management solutions:

-         Estate planning
-         Tax planning
-         Retirement planning
-         Insurance and Succession planning
-         Private Banking and Credit services

The Senio Wealth Management Team

Jason Senio, B.Comm, FMA | Vice President & Investment Advisor

Jason holds a Bachelor of Commerce degree from the University of Alberta, majoring in Finance, and has his Financial Management Advisor (FMA) designation.  He has been advising clients on Advanced Portfolio Management for over 19 years.    

Jason supports and sponsors of many charities and organizations like the Stollery Children’s Hospital Foundation, PlanCanada, MS Society of Canada, Glenrose Hospital Foundation and Alberta Cancer Foundation. 

Russell Sitek, B.Comm, CIM® | Client Service Associate

Russell graduated from the University of Alberta with a Bachelor of Commerce Degree majoring in Finance.  He began working in the financial services industry in 1999, and has obtained his CIM® designation.  He’s also active in the community participating in various outreach and support activities. 


The Senio Wealth Management Group consists of Jason Senio, Vice President & Investment Advisor and Russell Sitek, Client Service Associate. The Senio Wealth Management Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. TD Waterhouse Canada Inc. is a subsidiary of The Toronto-Dominion Bank. TD Waterhouse Canada Inc. – Member of the Canadian Investor Protection Fund.



TD Specialists
Additional Portfolio Support:
Equities

Chris Blake, CFA, MBA
Senior Portfolio Manager, Portfolio Advice & Investment Research

Chris joined TD in March 2014, with a terrific depth of experience in global equity markets. He has worked at the Empire Life Group of Companies, RBC Global Asset Management and OMERS Capital Markets in various analytical roles. In addition to the CFA, he has an MBA and a Bachelor of Technology, Mechanical Engineering undergraduate degree. Chris focuses on the Materials, Consumer Discretionary and Information Technology sectors.

Maria Bogusz, CFA
Manager, Portfolio Advice & Investment Research

Maria joined TD in February 2016, after spending five years in equity research at boutique investment dealers, primarily covering the mining sector. Prior to that, Maria held a corporate treasury role at Barrick Gold Corporation, where she was involved in managing global risk and liquidity for the company’s operations. Maria holds a mathematics degree from the University of Waterloo, and has been a CFA charterholder since 2012.

David Montreuil, CFA
Manager, Portfolio Advice & Investment Research

With a career spanning over 16 years, David has experience on both the sell-side (equity research and sales and trading at a Bank owned investment dealer) and the buy-side at various asset managers (long only and hedge funds). In previous roles, David was a co-manager of portfolios in excess $2 billion of North American equity assets and was responsible for coverage of a diverse set of industries including mining and metals, industrial products, and oil and gas.

Milton-Andres Bernal, MFRM
Senior Analyst, Portfolio Advice & Investment Research

Milton joined TD as Senior Equity Analyst supporting PAIR's North American Equities team in February 2017, after roughly five years of sell-side equity research experience at independent investment dealers, mainly covering the materials sector. He holds a Master in Financial Risk Management degree from Simon Fraser University, where he was Canadian Equity Portfolio Manager for the SIAS Fund, Canada's largest student-run investment fund.

Fixed Income

Sheldon Dong, CFA, FSCI®
Senior Manager Wealth, Portfolio Advice & Investment Research

Sheldon spearheads fixed income, foreign exchange and money market support including daily morning calls, regular research publications, branch seminars, conference calls and provides regular telephone contact. Sheldon is also the key contact for fixed income trading systems and produces the daily Market Buzz report.

Chadi Richa, CFA, MBA, Preferred Shares
Manager, Portfolio Advice & Investment Research

Chadi joined TD in April 2015 and was responsible for implementing strategies for portfolios with a total size exceeding $65 billion. Prior to joining TD, Chadi was a portfolio manager investing in companies listed on stock exchanges in the Middle East, where he was responsible for formulating the investment strategy and constructing clients’ portfolios. Chadi holds a Bachelor of Arts in Economics and an MBA, and has been a CFA charterholder since 2010.

Additional Estate Support:

Ian Currie
Estate Planning Advisor, TD Wealth Insurance Services

Ian brings 12 years of financial planning experience.  He develops strategies for business owners, professionals, retirees, and other successful individuals along with their families.

Jason Uppal, B.Comm., CA
Senior Manager High Value Clients, Wealth Advisory Services

Jason has over nine years of experience as a Senior Manager in taxation, Finance, and Auditing.  He provides advanced tax and estate planning assistance to executives, professionals, owners/managers and high net worth families.