Jay Raghavji, CFA
Associate Portfolio Manager & Investment Advisor
Jay began his career as a chemical engineer, where he learned to question conclusions that were not supported by data and to examine how the parts of a system work together.
He later moved into professional investing and spent more than a decade managing institutional equity portfolios, including responsibility for a $3 billion mandate at one of Canada’s largest pension managers. His work included fundamental business research, portfolio construction across market cycles and accountability for explaining each investment decision.
Jay joined TD Wealth to bring that discipline to a smaller number of relationships, where he could consider the client’s wider financial picture, not only the portfolio.
He is a Chartered Financial Analyst (CFA®) charterholder and was born and raised in Edmonton, where he lives with his wife and two daughters.
Jay's Responsibilities
- Investment strategy & portfolio management decisions
- Establishing & documenting each client’s investment mandate
- Portfolio monitoring, rebalancing & review
- Coordinating the specialists involved in the relationship
- Working with clients’ existing accountants & lawyers
- Leading each client review
Marci Friesen
Client Service Associate
Marci manages the administrative side of the client experience and helps keep account requests, documentation and meeting preparation moving forward.
She supports clients with:
- Account documentation & maintenance
- Deposits, withdrawals & transfers
- Online access & statement questions
- Meeting scheduling & preparation
- Follow-up after meetings
- Requests that require Jay’s attention
Additional TD Specialists
Wealth Planning Specialist
High Net Worth Planner
Business Succession Advisor
Tax and Estate Planner
Wealth Insurance Advisor
