Meet The Team
Portfolio Manager
Senior Investment Advisor
FCSI®
CIM®
MBA
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 24 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 Associate Portfolio Manager and Senior Investment Advisor for his clients.
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.
Associate Portfolio Manager
Senior Investment Advisor
CFP®
MBA
CIM®
Drawing on deep industry knowledge gained from 28 years in the financial services industry, Shereen strives to provide the highest level of comprehensive portfolio and wealth management services to clients.
By addressing the challenges clients face, and addressing them with a well thought out plan of action, Shereen strives to make her clients feel confident that they are firmly in control of their financial affairs. Investment strategy and portfolio management, financial planning, portfolio tax efficiency, income planning, retirement and estate planning strategies - these are the areas of expertise Shereen brings to the relationships she builds with clients.
Shereen began her career at Midland Walwyn in 1994 and joined TD in 1997. She holds her Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®) and is a Fellow of the Canadian Securities Institute (FCSI®) designations. Shereen is an Honours Graduate from the University of Western Ontario and holds her Executive MBA from Queens University Smith School of Business. Shereen acts as a Senior Investment Advisor and Associate Portfolio Manager for her clients.
Outside of the office, Shereen enjoys spending time with her husband Paul and two children, Chloé and Zachary. She is an active Board member (Vice Chair) supporting the needs of women and children in Ottawa and also volunteers as a Project Advisor for Queen's EMBA Americas program. Shereen is passionate about yoga, cooking, hiking and travelling.
Investment Advisor
Investment Advisor
As an Investment Advisor with Lifetime Wealth Advisory Group, Peter brings a unique and client-focused perspective to building lasting relationships. With an impressive 13 years of banking experience, including six years as a TD Canada Trust Branch Manager at one of Ottawa’s busiest locations, Peter believes his dedication and expertise have equipped clients with a wealth of financial knowledge.
Peter stands out for his commitment to truly understanding his clients’ goals and priorities. By delving into what matters most, Peter not only strives to broaden their financial knowledge but also crafts plans designed to inspire confidence. He recognizes that wealth is multifaceted and believes that addressing every aspect is essential to instilling lasting financial confidence, especially for affluent clients. Driven by natural curiosity and a thoughtful approach, Peter seeks to ensure clients feel comfortable and assured with him as their financial steward.
A lifelong resident of Ottawa’s West end, Peter attended Algonquin College for Small and Medium Enterprise Management, later specializing in Business Management at St. Lawrence College in Kingston. His passion for entrepreneurship began early, supporting and working with local businesses in his community. This experience taught Peter that each client’s needs are unique, and he approaches every situation with innovation and a solutions-based mindset to help clients feel confident about their financial future.
Outside the office, Peter leads a healthy and active lifestyle, enjoying all kinds of sports, tackling do-it-yourself projects, cooking, and spending time fishing. Above all, he takes pride in being the devoted father of his daughter, Audrey.
Client Service Associate
Client Service Associate
Miranda represents the core of the administrative services our practice delivers. With TD Wealth Private Investment Advice for the past two years, she strives to bring 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.
Administrative Associate
Administrative Associate
Carrie brings over 24 years of experience of TD Corporate Office and Branch Banking to her role as Administrative Associate for the Lifetime Wealth Advisory Group.
Known for her excellent organizational skills and resourcefulness, Carrie is ready, willing and able to help clients with any requests that may come up.
She graduated from Algonquin College with a degree in Journalism and is a world traveler (35 countries and counting!).
Additional TD Specialists
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Estate Planning Advisor
Estate Planning Advisor
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.
Executive Trust Officer
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.
Business Succession Advisor
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
High Net Worth Planner
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.
