Sam has been with TD Bank Group for over 7 years and has been working directly with high net worth clients since joining TD Wealth in 2014. He works closely with Jeet Dhillon, building long-term relationships with individuals, families, corporations, trusts, endowments and foundations. Sam provides discretionary investment advice and takes a holistic approach to managing wealth by developing a comprehensive understanding of your overall financial position.
Sam holds a Bachelor of Business Administration degree, specializing in Accounting, from the Schulich School of Business, York University. He is also a CFA Charterholder and a member of the CFA Society Toronto.
Bibi has been committed to providing exceptional service to high net worth clients for over 35 years. She assists in understanding client needs and helps to ensure that their wealth is being managed prudently. Bibi is an alternate contact for day-to-day operational and sales support.
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