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 help grow and preserve wealth. Our primary objective is to grow capital for clients in a consistent and low risk manner.
Our team of professionals has over 40+ 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 expected to benefit most from
the economic environment without exposing the portfolio to undue risk
- Have a strict sell discipline in place to help mitigate risk
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 team at Senio Wealth Management Group
Jason Senio, B.Comm, FMA | Senior 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.
Senio Wealth Management Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Additional Estate Support:
Eric Léveillé, BMath, CFP, CLU
Estate Planning Advisor, TD Wealth Insurance Services
Eric has over 10 years of experience in the Life Insurance industry. He develops strategies for business owners, professionals, retirees, and other successful individuals along with their families.
Jason Uppal, B.Comm., CPA, CA
Business Succession Advisor, TD Wealth
Jason has over 12 years of experience as a Senior Manager in taxation, Finance, and Auditing. He will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value at the time of transition, and create and implement a plan for the smooth transfer of your business down the road. Specifically, Jason has focused on corporate planning and compliance requirements for owner managed businesses as well as consulting with individuals regarding tax and estate issues.
Winston Tuttle, B.Comm., LL.B.
Tax and Estate Planner, TD Wealth
Winston received his law degree in 2009 and founded his own law firm and then worked as in-house counsel to a private equity firm for 7 years focusing on corporate/commercial law and in residential and commercial real-estate. He joined TD Wealth in 2018 where he draws on his diverse legal background and the problem-solving skills that he developed while practicing law and working with TD prior to attending law school. He leverages his diverse background to provide TD Wealth clients with tax and estate planning information and strategies tailored to their unique goals.
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Transfer of Wealth
Will and Estate Planning
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.