Benjamin brings a disciplined, client first approach to supporting ultra high net worth families. He plays a key role in delivering a seamless, high touch client experience through precise execution and proactive service.

As a primary contact for day to day operations, Benjamin specializes in market related trade execution, registered plan administration, and coordination with institutional portfolio managers to align portfolio construction with client objectives.

Benjamin began his career with TD Wealth Financial Planning in 2017 before transitioning into retail banking, where he developed deep insight into TD’s platforms and processes. In 2020, he returned to TD Wealth Private Investment Advice, where he delivers highly personalized, white glove service.

Fluent in Cantonese, Benjamin is a graduate of the University of Waterloo. He completed the Investment Advisor Training Program in 2023 and is a CFA® Program candidate, having completed Level I and currently pursuing Level II.

Nadia is a cornerstone of the team’s operational strength and commitment to client service excellence, bringing over three decades of experience in the investment industry. She brings professionalism, attention to detail, and deep institutional knowledge to her role.

Nadia supports all aspects of the client relationship, providing accuracy, efficiency, and continuity across complex service and operational needs. Her proactive approach to understanding client needs helps support a positive client experience.

She joined TD in 1994 with TD Evergreen (now TD Direct Investing) after earning a degree in Business Administration and Management and has worked exclusively with Rod McInnes since 2000. Her tenure has been instrumental in the growth and evolution of one of the firm’s most sophisticated advisory practices.

Charlie contributes institutional caliber insight and analytical depth to the team’s investment process. His experience spans asset allocation, security selection, and market analysis across multiple asset classes.

In his role, Charlie supports investment strategy development and translates institutional quality research into thoughtful portfolio outcomes for clients. He works closely with the advisory team to ensure alignment between strategy, implementation, and client objectives.

Prior to joining the team in 2025, Charlie spent nearly a decade in the Canadian asset management industry. He began his career in institutional sales at one of the world’s largest asset managers, working with corporate pension plans and endowments, and later served as a senior product strategist at a leading Canadian fund manager.

Charlie is a CFA® charterholder, licensed in options and derivatives, holds a double degree in Business Administration and Financial Mathematics from Wilfrid Laurier University, and earned a Master of Finance from Queen’s Smith School of Business.

Sumayyah is a highly organized and detail-oriented professional who brings precision and a strong service mindset to assisting high-net-worth clients and the advisors she works alongside. She is dedicated to delivering consistent, reliable support across the practice.

Her responsibilities include opening both personal and complex investment accounts, managing documentation, processing trades and transfers, and coordinating daily client and internal priorities.

Sumayyah began her career at TD as an EasyLine Customer Service Representative, developing the ability to perform accurately in a fast paced, high-pressure environment. She holds an Honours degree in English Literature from the University of Toronto Scarborough and is fluent in Urdu and Punjabi.

In recognition of her exceptional contributions and commitment to excellence, Sumayyah was awarded the Annual STAR Award* in 2025.

*The TD Star Award honours employees who have delivered exceptional results and demonstrated Star qualities – Service, Teamwork, Achievement and Results throughout the year. In addition, recipients have met challenging criteria by proactively driving improvements to productivity and efficiency, contributing to the business and developing and implementing key business strategies.

Andrew provides reliable, client focused support across portfolio implementation and administrative execution. He is recognized for his consistency, professionalism, and attention to detail.

In his role, Andrew supports trading activity, account openings, and asset transfers, helping provide efficient execution and a seamless client experience.

Andrew began his career with TD Canada Trust in 2017 before transitioning to TD Wealth Private Banking in 2022. His contributions have been recognized with two Quarterly Star Awards*, in 2023 and 2024. He holds a Bachelor of Commerce from Toronto Metropolitan University’s Ted Rogers School of Management, graduating with distinction.

*The TD Star Award honours employees who have delivered exceptional results and demonstrated Star qualities – Service, Teamwork, Achievement and Results throughout the year. In addition, recipients have met challenging criteria by proactively driving improvements to productivity and efficiency, contributing to the business and developing and implementing key business strategies.

Sameen brings a global perspective and a relationship driven mindset to client service. His approach is informed by academic and lived experience across three continents.

He supports day to day client service and operational execution, helping provide responsive and thoughtful service delivery for high net worth individuals and families.

Sameen began his career at the flagship Toronto Yorkville TD branch, where he endeavoured to deliver personalized advice and an exceptional client experience. He holds a Bachelor of Commerce (Honours) from the Ted Rogers School of Management at Toronto Metropolitan University and is actively pursuing advanced industry certifications.

Charley develops comprehensive wealth plans covering retirement, tax, estate planning, risk management and philanthropy. He works with the team, internal specialists and clients’ professional advisors to ensure financial decisions are coordinated and integrated.

Charley holds a Mechanical Engineering degree from the University of Waterloo and a law degree from the University of Ottawa. He completed the Canadian Institute of Chartered Accountants’ in-depth tax study program, holds CFP®, CLU® and TEP designations, and is a member of the Canadian Bar Association and Canadian Tax Foundation.

Ian has been a member of the Ontario Bar since 1990 and was in private practice focusing on estate planning and taxation until 1994, when he achieved his Masters of Law in Taxation. From 1994 to 2006, Ian held various positions with the Law Society of Upper Canada related to lawyer training and accreditation in estates, trusts, and taxation. He will apply his expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind.

Aleem holds Chartered Accountant, Chartered Financial Analyst® (CFA®) and Chartered Professional Accountant designations, along with an Honours Bachelor of Arts in Accounting and a Master’s of Accounting from the University of Waterloo. With 20 years of financial services experience, he helps clients assess coverage for financial and non-financial assets and use life, disability, living benefits and annuity products to preserve wealth, support business continuity and minimize tax obligations.