Jay Raghavji, CFA
Associate Portfolio Manager & Investment Advisor
Portfolio management for business owners, incorporated professionals, and families whose financial lives have outgrown a standard approach.
Institutional Experience,
Applied to Private Wealth
Jay Raghavji, CFA, is an Associate Portfolio Manager and Investment Advisor with TD Wealth Private Investment Advice in Edmonton. Before joining TD Wealth, he spent more than a decade in institutional investment management, including responsibility for a $3 billion equity mandate at one of Canada’s largest pension managers.
Today, Jay applies that investment discipline to a deliberately small number of client relationships, helping connect portfolio decisions with the wider financial picture.
Your Financial Life is Broader Than Your Investment Portfolio
High earners rarely have an investment problem. They often have a coordination problem.
Your wealth is often spread across accounts and structures, tangled up with your tax year, compensation, eventual exit, estate, and the people who depend on you.
Many professionals only see one piece of that picture. We built this practice to sit in the middle of it. We manage the investment portfolio, working alongside TD specialists and the accountant and lawyer you already trust to help keep the broader picture aligned.
Who We Work With
Incorporated Professionals
Business Owners
Executives & Families
Families Transferring Wealth
Long-Term Investors
Why Choose Us
Institutional Experience
Jay brings more than a decade of institutional investment experience, including responsibility for a $3 billion equity mandate at one of Canada's largest pension managers.
Discretionary Portfolio Management
As an Associate Portfolio Manager, Jay manages portfolios within a documented mandate, allowing investment decisions to be implemented when the analysis supports them.
Access to Specialized Expertise
Jay works alongside wealth planning, tax and estate, insurance and business succession specialists when your circumstances call for additional support.
Investing Alongside Clients
The principles that guide client portfolios are the same principles Jay follows when making investment decisions for his own family.
The First Conversation Only Costs You an Hour
Whether you are investing the proceeds of a sale, managing wealth across corporate and personal accounts, planning your exit, or thinking about what your children inherit, the first meeting is an opportunity to discuss your priorities and determine whether the relationship is a fit.
There is no expectation that you decide anything in that meeting.
