Meet The Team

Senior Portfolio Manager

Senior Investment Advisor

CPA

CIM®

MBA

With more than 20 years of experience in accounting, finance, and investment management, I bring a deep and disciplined perspective to my role as a Senior Portfolio Manager and Senior Investment Advisor at TD Wealth Private Investment Advice. My background includes four years in public practice as a tax accountant and six years in capital markets, giving me a strong foundation in both investment expertise and tax planning.

I am passionate about helping high-net-worth clients, families, trusts, guardianships, and corporations achieve their long-term investment objectives in a tax-efficient and thoughtful way. My approach begins with an in-depth discovery process to gain a full understanding of each client’s unique financial circumstances, values, and goals. From there, I work closely with a team of TD specialists to integrate investment management with tax planning, estate strategies, and insurance solutions. I also collaborate with my clients’ external advisors, including accountants and lawyers, to ensure your wealth plans are fully aligned and seamlessly coordinated.

I hold the Chartered Professional Accountant (CPA) and Chartered Investment Manager (CIM®) designations, and I earned my Master of Business Administration from the Richard Ivey School of Business at Western University.

Administrative Associate

Sanchu Soori is an Administrative Associate and brings 14 years of experiences at TD. Prior to this role, she was a Senior Private Banker with TD Wealth Private Banking in Toronto, where she provided high-touch, holistic financial guidance to high-net-worth individuals and families. In her role, Sanchu works closely with clients to identify their financial goals and collaborates with specialists across TD to implement integrated wealth solutions, encompassing personalized banking, credit, investment, estate planning, trust, and business succession strategies. With a focus on understanding each client’s unique priorities, Sanchu supports clients through all stages of wealth management, helping them build and protect net worth, plan tax-efficient strategies, and prepare for legacy outcomes. Her approach combines deep financial insight with empathetic discovery to tailor solutions that align with clients’ values and long-term objectives.
Sanchu holds a degree from Simon Fraser University and has built strong professional qualifications, underscored by industry recognition and active engagement in client-focused initiatives. She also champions community and professional involvement, reflecting her commitment to leadership and service.