Meet The Team

Jimmy Chattha, CIM®, MBA, B. Eng

Investment Advisor

E: Jimmy.Chattha@td.com

T: (604) 513-6207

Jimmy Chattha is an Associate Portfolio Manager and Investment Advisor with 18 years of industry experience. His perspective is shaped by an engineering background, global work and travel, and growing up in a family immersed in finance—bringing both analytical discipline and practical insight to his work. 

Jimmy helps successful families and business owners build, protect, and transition wealth with clarity and confidence. His practice integrates tax optimization, estate planning strategy, investment management, and business advisory services, operating much like a family office to deliver coordinated, multi-generational planning. 
His investment philosophy is influenced by pension and endowment-style thinking, with a strong emphasis on asset allocation, downside protection, and long-term stewardship. Jimmy holds an MBA, the CIM® designation, has completed two levels of the CFA Program, and earned a Bachelor of Engineering. 

Based in the Lower Mainland, Jimmy is actively involved in the community through Rotary and local initiatives, and serves on BC Soccer’s Governance & Membership Committee. Outside of work, he enjoys time with his wife and two children—both competitive soccer players—traveling, and hands-on DIY projects. 

Additional TD Specialists

Estate Planning Advisor

Business Succession Advisor

Alice Sung

Estate Planning Advisor

TD Wealth Private Banking

Agatha Ip, BA

As a Private Banker, my team and I take a holistic approach to helping meet our clients' personal banking needs through a wide range of banking and credit solutions. With busy lives and growing wealth, I am here to support you and your family through each stage, and offer a variety of solutions to support you. 

I work closely with clients to help identify their financial goals and then engage TD specialists who can help clients create and implement an integrated wealth management solution. I provide high touch financial management for clients' day-to-day banking and personal lending needs.

Moreover, I focus on identifying undiscovered financial goals and connecting our clients with TD specialists who are able to provide expertise and guidance on a wide range of products and services tailored to each client's specific investment, estate planning, trust and business succession planning needs.