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.
Associate Investment Advisor
Associate Investment Advisor
As an Associate Investment Advisor for Lifetime Wealth Advisory Group Peter applies his calm, client focused lens to develop strong, lasting relationships with his clients. Peter has 13 years of Banking experience, 6 of which were as a TD Canada Trust Branch Manager in one of Ottawa's busiest locations. Peter's hard work and banking experience has provided a breadth of knowledge to clients.
By gaining an intimate understanding of his client's goals and priorities, Peter broadens their financial knowledge while establishing a plan they can be confident with. Wealth is complex, Peter believes there are multiple facets of one's wealth which need to be addressed in order to instill financial confidence to the affluent client. Driven by his natural curiosity, you will feel confident and comfortable with Peter acting as your Financial steward.
Born and raised in Ottawa's Westend, Peter attended Algonquin College studying Small and Medium Enterprise Management which lead to a specialization in Business Management from St. Lawrence College in Kingston. Peter's passion for Entrepreneurship dates back to his early years while working and supporting local businesses in Ottawa's Westend. While working closely with Small Business owners and understanding their passion for their business, Peter recognizes not every solution fits the box. Peter believes by taking an innovative, solution-based approach, you can feel confident with your financial future.
When Peter isn't in the office, you'll find him living a healthy, active lifestyle and enjoying sports of all kinds. Peter enjoys taking on do it yourself projects, cooking and spending time fishing. He is the proud father of his beautiful 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.
Client Service Associate
Client Service Associate
Additional TD Specialists
.jpg)
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.
Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies 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. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
