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Important though experience, intuition and knowledge are to wealth management, the fundamental ingredient in financial decision making is trust.
Not just trust in the markets or rates of return, but trust in the client/advisor relationship. Money matters are deeply personal. As a result, getting to know our clients extends way beyond the bottom line.
Our job is to understand client needs and aspirations while recognizing and respecting individual limitations. That is how we build and nurture client relationships intended to last a lifetime.
The name of our advisory practice reflects that conviction. At Lifetime Wealth Advisory Group, we believe that there is no substitute for personal attention when dealing with financial security. We build relationships from the bottom up so the foundation is secure and - above all - durable.
Lifetime Wealth Advisory Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
A financial services professional since 1997, Paul has been providing comprehensive wealth management advice to individuals and their families, as well as corporate investment services, for the last 20 years and has acquired a vast depth of experience.
Committed to offering total wealth management to his clients, Paul is continually upgrading his professional knowledge in many areas of financial and investment management. He holds a Chartered Investment Manager (CIM®) designation and is a Fellow of the Canadian Securities Institute. Paul acts as an Investment Advisor to several local accounting and legal firms.
Both his academic and professional backgrounds have laid the foundation for his investment expertise. He graduated from the University of Ottawa with a Bachelor of Commerce degree and earned his MBA from Concordia University in Montreal and l'Université de Montpellier in France.
Bilingual, born and raised in the Ottawa region, Paul calls Ottawa home. Outside the office, Paul is an avid sports enthusiast. He loves soccer, cross-country skiing and scuba diving. He also enjoys weekends at the cottage with his wife, Shereen, his daughter Chloé, and his son Zach.
Shereen's investment experience is based on a variety of Senior roles she has performed within TD Wealth and at other firms (Toronto and Ottawa) prior to joining TD Wealth Private Investment Advice.
Drawing on deep industry knowledge gained from 25 years in the financial services industry – which includes considerable professional experience working with business owners and charities – Shereen provides comprehensive portfolio and wealth management solutions to clients.
Shereen's objective is to help clients secure the lives they wish to lead. By addressing the challenges clients face, and addressing them with a well thought out plan of action she strives to make her clients feel confident that they are firmly in control of their financial affairs.
Shereen began her career at Midland Walwyn in 1994 and holds her Certified Financial Planner (CPF®) designation, Canadian Investment Manager (CIM®) designation and is a Fellow of the Canadian Securities Institute (FCSI®) enabling her to provide the highest level of comprehensive servicing possible to clients. A member of the Investment Management Consultants Association of Canada (Investments and Wealth Institute), Shereen is an Honours Graduate from the University of Western Ontario (1994).
Outside of the office, Shereen enjoys spending time with her husband Paul and two children, Chloé and Zachary. She has been active on parental boards in the past and is currently volunteering her time to causes that support the needs of women and children. She loves to cook, ski, run and hike and can often be found outdoors on weekend mornings.
A seasoned investment professional with over 34 years of experience in the banking and investment industries, Tom brings a unique perspective to the challenges client face in building and protecting their wealth. His experience allows him to retain a calm and logical approach to the ups and downs of market cycles. He employs a measured approach and investment discipline, drawing on many resources to make tailored decisions in the interest of each client. His goal is to help them make smart, informed decisions about their money. Tom believes his success in advising clients is based on earning their confidence and trust by putting their financial interests first. With this approach, he has built many successful long-term client relationships.
Born and raised in Ottawa, Tom chose to build his career here, where he benefits from a community he knows well and many contacts and connections. He earned an economics degree from Carleton University in 1983 and holds both a Certified Financial Planner (CFP) and a Personal Financial Planner (PFP) designations.
Tom has been happily married for 32 years and has two adult sons, of whom he is immensely proud. In his off hours, he is an avid skier and enjoys traveling with his wife, Michelle.
Working tirelessly to help clients achieve strong and stable investment growth on their assets through a variety of market conditions. This, above all, is the reputation Don developed during his 20 year career in the investment and wealth management industry.
As a result of his experience working with a prominent Canadian company, combined with his deep knowledge of retail banking, Don believes he is qualified to help clients achieve their financial objectives through the various stages of their lives.
Investment strategy and portfolio management, portfolio tax efficiency, income planning, retirement and estate planning strategy. These are the areas of financial expertise Don brings to the relationships he builds with his clients.
Client confidence and trust, Don believes, are the central ingredients of any successful long term client/advisor relationship. They represent the personal foundation upon which successful and enduring wealth building is based.
Married with two adult children, Don is an enthusiastic golfer. He uses his passion for the sport as a reason to take an occasional winter getaway when the pressure of work permits it. For the past several years, Don has been an active volunteer with the Leitrim and Gloucester Hockey Associations.
Tina Lucas, Associate Investment Advisor, Certified Retirement Specialist
Poised, capable and cool-headed, Tina's professional focus is on client relationship management. Typically, Tina is the first line of contact for the clients of our practice and the primary go-to person for their expectations and needs. Tina brings 24 years of investment industry experience to her role at Lifetime Wealth Advisory Group, the last 19 of them with TD Wealth.
In addition to her commitment to the delivery of exceptional service standards, Tina has the investment experience necessary to understand, accommodate and act upon – often complex, and sometimes demanding – client requests.
Designations – Financial Management Advisor (FMA) (2006), Certified Retirement Specialist (2012), Fellow of the Canadian Securities Institute (FCSI®) (2009). Tina is also a Life Insurance Advisor with TD Wealth Insurance Services.
Tina has a passion for travel which she shares with her husband, Russ. Tina hikes, loves the theatre, and is an accomplished cook.
Miranda represents the core of the administrative services our practice delivers. With TD Wealth Private Investment Advice for the past two years, she brings an outstanding level of professionalism and enthusiasm to the day-to-day organizational efficiency of Lifetime Wealth Advisory Group. In addition to her administrative responsibilities, she is an invaluable asset to our group during tax season, fielding enquiries and sourcing solutions.
A graduate of Algonquin College, where she earned a diploma in Business Administration, Miranda is an avid outdoor enthusiast. Snowmobiling in winter and four wheeling in summer are just two of her primary outdoor pursuits. Miranda's other enthusiasms include travel and taking early morning hikes with her dog Sadie and boyfriend Nick – a talented photographer – to catch the perfect sunrise.
We're redefining private wealth management.
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
Retirement planning is an ongoing process that helps provide financial peace of mind in the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Dilia Ayala-Mayost
Executive Trust Officer
Your Trust Officer with TD Private Trust provides a full range of Estate and Trust services that includes supporting you with your Will and Power of Attorney for property (POA) planning needs where The Canada Trust Company will act as your executor or attorney, and assisting you when you act as attorney or executor for a family member or friend. Your Trust Officer focuses on building long lasting relationships with you and your loved ones by providing continuity during the implementation of your financial and estate plan. From planning through administration, your Trust Officer supports you in creating a lasting legacy.
Bernice Marien
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Market Commentary
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