Investment Advisor
CFA®
MFin
Isaac’s chief role is building out our discretionary service offering. With sharp analytical skills and the Chartered Financial Analyst accreditation, he is our resident numbers guy. Isaac specializes in dealing with our most sophisticated clients, whose complex needs involve specialized performance reporting.
Isaac performs research on individual equities and market trends to help us identify what we believe to be the best names to add to portfolios and plays a key role in asset allocation, portfolio and discretionary model construction, and assists in equity, derivative, fixed income and mutual fund trading.
Adding to Isaac’s arsenal are a Master of Finance from the University of Toronto’s Rotman School of Management and an Honours BA in Economics from the University of Toronto. Outside of work, Isaac enjoys playing and watching hockey, baseball and soccer and following politics. Isaac and his wife, a fellow foodie, love checking out new restaurants and travelling.
Client Relationship Associate
CIM®
FCSI®
Jennifer, who acts as our Chief Operating Officer (COO), oversees the day-to-day operations at Cheevers Advisory Group and has been a cornerstone of our team for over 20 years. As the central point of contact for client queries, Jennifer dedicates much of her time to reviewing accounts, ensuring our portfolios are meticulously tailored to meet clients' specific financial goals and needs. Her hallmark lies in her exceptional ability to understand client objectives and foster lasting relationships.
Jennifer holds a Bachelor of Business Administration from the Schulich School of Business at York University. She has earned the Chartered Investment Manager (CIM®) designation and is a Fellow of the Canadian Securities Institute (FCSI®), the highest credential in Canadian financial services. Outside of the office, Jennifer enjoys being outdoors biking, hiking, and traveling.
Client Service Associate
Client Service Associate
Juliana has been a member of the Cheevers Advisory Group since 2023, dedicated to supporting our valued clients. As a Client Service Associate, Juliana excels in managing client accounts, addressing inquiries, and providing comprehensive support to ensure a smooth and personalized experience. Her commitment to enhancing client satisfaction and fostering strong, trust-based relationships is evident in every interaction.
Juliana holds a Bachelor of Commerce from Toronto Metropolitan University. Outside of work Juliana enjoys running, playing recreational sports, and going on long walks with her dog, Romeo.
Vice President, Philanthropic Advisory Services
Vice President, Philanthropic Advisory Services
If you're looking for a way to plan your giving more effectively and create a lasting legacy to support the charities that matter most to you, our philanthropic services provide access to the Private Giving Foundation, the first donor-advised fund program launched by a financial institution in Canada. Our TD specialist will work one-on-one with you and your family to incorporate philanthropy into your overall estate and wealth plans, and help you create a legacy that is meaningful to you.
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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.
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.
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.
