Karny Mahil
Portfolio Manager & Investment Advisor
CFA
You decide where you want your wealth to take you. We design a path to help get you there.
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Office Location
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As a Portfolio Manager & Investment Advisor with TD Wealth Private Investment Advice, I provide discretionary investment counseling solutions and services to private and institutional clients. I began my career as a Senior Financial Planner for a major financial institution; specializing in creating tax efficient portfolios for high net worth business owners. Five years later, I was recruited by one of Canada's largest pension investment management firms to work as an analyst. My previous role focused on high yield dividend portfolios for institutional clients. With over 20 years of financial services and investment experience working closely with individuals and families, estates & trusts, corporations and charitable organizations, I can offer my client:
- Ongoing discovery
- Timely Reporting
- Comprehensive portfolio reviews tailored to you
- A transparent approach to fees
- A relationship manager supported by a team focusing on helping you achieve your goals
Phone
Fax
(604) 482-8427
Certificates
CFA
Languages
English
Education
Simon Fraser University
Achieve what truly matters to you
Going beyond the financial picture
Getting to know what truly matters to you is our top priority. Applying principles of behavioral finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.
Proprietary Discovery Process
We know that an individual's unique personality impacts the way they make financial and investing decisions so we employ a multi-dimensional client discovery process. The proprietary discovery process that we use applies principles of Behavioral Finance to dig deeper and understand your wealth personality, your goals, your family, and your motivations – because your success can’t be understood with just a set of numbers. I will seek to develop a deep understanding of your unique needs.
Integrated Wealth Approach
We take an integrated approach to help meet those needs. My clients can benefit from my experience in anticipating the complex challenges of growing and protecting wealth. My advice includes thoughtful strategies that consider tax implications, family dynamics, and other priorities.
Dedicated Relationship Manager
As your dedicated relationship manager, I will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself. Through regular contact, I will routinely assess your investment portfolio and goals, ensuring you are introduced to the right specialists at the right time. I will be able to provide you access to specialists across TD Bank Group.
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