Investment Advisor
Investment Advisor
As an Investment Advisor, I provide wealth management services to a select group of high net worth families, helping them manage wealth today and for future generations.
I work for my clients as I would for my own family and aim to build lasting, meaningful relationships based on trust, integrity and outstanding client service.
My business model consists of a disciplined investment management process and personalized service offering. At TD Wealth Private Investment Advice, we have in-depth experience in investment and wealth planning and we also bring in professionals with the expertise necessary to provide a holistic wealth management approach. This includes everything from a best in class financial plan, to investments and portfolio management, business succession planning, tax and estate strategies. My goal is to maximize wealth through patient, prudent, risk-aligned wealth planning and investing.
My process consists of 4 steps, always striving to deliver an excellent client experience:
- I take the time to clearly understand your background, philosophy, needs and objectives.
- I work with you to design and implement an investment plan that prioritizes your goals and shows you the steps you need to take.
- I create your personalized investment portfolio, using an easy to understand process, that helps meet your income and growth needs.
- I regularly review and monitor your progress and keep you up to date.
Daciana began her career in the financial services industry in 2005. She has held diversified positions across various financial institutions, bringing a unique perspective and set of experiences that shape her investment philosophy and process today.
Daciana joined TD Bank Group in 2007, in the Business Banking group, where she structured complex lending arrangements across a broad scope of industries and loan types. Over the years, she has seen different types of companies in many different industries. The financial knowledge acquired in this area has allowed her to build a solid understanding of the financial markets.
Prior to joining TD in 2007, Daciana developed a broad skill-set, working in the industry and making recommendations on investment for large pension funds, as well as gaining international business experience in Europe. Her professional experience also includes working at CIBC World Markets and Travelers Insurance Company of Canada.
Education
Master of Business Administration degree from McMaster University’s DeGroote School of Business.
Awards
2007 Recipient of Heather L. Main Memorial Scholarship for Women in Capital Markets - prestigious scholarship designed to encourage qualified women, in participating Canadian graduate business schools, to pursue careers in the capital markets.
Certifications/ Licenses/ Designations
- Canadian Securities Course
- Conduct and Practices Handbook Course
- Hedge Fund Essentials
- Volunteering and Fundraising for the Covenant House Vancouver
- Fundraised for BC Alzheimer Society- Mount Kilimanjaro Grouse Grind Initiative
- YMCA Vancouver- Youth Mean Business Program
- Actively participate in the Juvenile Diabetes Research Foundation (JDRF) Ride to defeat Diabetes
- Past Member of the Women in Leadership Committee – TD Bank Group
- Led other community involvement initiatives as part of the Community Committee- TD Bank Group
- Strong supporter of the BC Children's Hospital
- Supporter of Hope International Development Agency and World Vision Canada
In my spare time, I enjoy spending time with my husband, two daughters and our labradoodle, Clover. I love travelling and appreciate great cuisine and learning about other cultures. I also enjoy reading, home décor, music and staying active.
Investment Advisor
Investment Advisor
As an Investment Advisor, my mandate is to help you preserve and grow your wealth through tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. I will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals.
Investment Advisor
CIM®
CFP®
I focus on working with clients to identify and execute their long-term financial goals, and create personalized wealth portfolios tailored to them.
Holding the Certified Financial Planner and Canadian Investment Manager designations, I have spent the past 18 years working with high-net-worth individuals and their families. Celebrating my 26th year with TD Bank Group, my prior role included trading foreign exchange with the Commercial and Private Bank. An economics and commerce specialist, I graduated from the University of Calgary in 1991.
I currently live in Kitsilano with my wife, and two children. In my free time I enjoy swimming, playing soccer, and being involved with my children's activities. Committed to giving back, I support charities throughout the Lower Mainland such as Big Sisters and the Greater Vancouver Foodbank.
Additional TD Specialists
Wealth Planning Specialist
Wealth Planning Specialist
As a Wealth Planning Specialist on the TD Wealth Advisory Services team, I work collaboratively
with TD Advisors to assist clients in developing a Wealth Plan that is tailored to their goals and
reflects their vision for the future. I work with clients to provide comprehensive wealth strategies,
including determining retirement income needs, identifying tax and estate planning
considerations, leveraging personal life insurance strategies, and identifying tax-efficient
charitable giving strategies.
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.
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.
