Meet The Team
Senior Portfolio Manager
Senior Investment Advisor
CIM®
Scott is co-head and Senior Portfolio Manager at Magnify Wealth Management (MWM). He has been providing investment and planning solutions to a diverse group of affluent clientele since 2007. Scott's focus is on relationship management, along with the investment operations and strategic direction of MWM. His forward-looking nature positions the team to be on the leading edge of investment trends and opportunities in both public and private markets. His expertise in asset allocation, alternative asset classes and unique absolute return strategies, shapes MWM's focus on striving to achieve solid risk adjusted performance for their clients.
Scott holds the designation of Chartered Investment Manager and is able to provide discretionary portfolio management on behalf of individuals and institutions. He is also licensed to provide complex options and derivatives strategies to select clientele.
Scott currently resides in Kitchener with his wife Emily, daughter Vienna, and their labradoodle Boots. In his spare time Scott enjoys travel and playing a variety of sports and musical instruments.
English
Senior Investment Advisor
Senior Investment Advisor
Todd is co-head and Senior Investment Advisor at Magnify Wealth Management (MWM). He has been delivering high level investment advice and risk management strategies to a diverse group of clients since 1997. Todd's focus is on relationship management, portfolio construction and investment operations at MWM. His management style encompasses customized portfolios comprised of tactical and strategic solutions. He is a non-conflict advisor and approaches each relationship with solutions appropriately catered to his client's unique objectives.
Todd has a unique history working with entrepreneurs specializing in Agriculture, International Trade & Exports and Finance. An eager learner, he enjoys meeting people wherever he goes and is always keen to listen to individual insights into their industries and interests.
Todd is a graduate of the University of Guelph (Ontario Agricultural College) and resides in Kitchener with his wife, Julie.
Associate Investment Advisor
Associate Investment Advisor
Alex brings extensive experience to Magnify Wealth Management, spending over 12 years in industries such as financial planning, tax preparation, insurance, and investment management. He is responsible for client operations, as well as overseeing the team's financial planning, trust and estate guidance, and risk mitigation, leveraging insurance. His expertise in personal financial services allows him to provide a simplified view of complex scenarios, enabling Magnify Wealth Management clients to make informed decisions, while driving tangible outcomes.
He holds designations such as Chartered Investment Manager, Chartered Financial Planner and Trust and Estate Practitioner. Alex is currently the Treasurer for the Southwestern Ontario chapter for the Society of Trust and Estate Practitioners (STEP) and was also awarded Volunteer of the Year for (STEP SWO) in 2022.
Alex resides in Guelph with his wife Katie, their aussiedoodle Olive, and is expecting his first child this year. In his free time, he enjoys hiking/fishing, staying active and spending time with family.
*In collaboration with TD specialists where needed.
Jordan brings a wealth of knowledge to the Magnify Wealth Management team, spending over 8 years with TD Commercial Banking. During his tenure, Jordan helped business owners and investors grow their business and wealth through M&A financing, commercial real estate transactions, and dividend recapitalizations. Jordan is committed to helping clients achieve their objectives, providing holistic services, and identifying strategic growth opportunities. In addition to providing these services, he is responsible for the day-to day trading and compliance of Magnify Wealth Management's investment operations.
Jordan holds a Master of Business Administration degree from Wilfrid Laurier University
Away from the office, Jordan enjoys spending time with wife and son. He enjoys all aspects of sports, including playing hockey, golf, and tennis. Jordan also enjoys reading and staying current on politics and world events.
Client Service Associate
Client Service Associate
Administrative Associate
Administrative Associate
Additional TD Specialists
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.
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.
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.