Meet The Team
Portfolio Manager & Investment Advisor
Portfolio Manager & Investment Advisor
Alex joined TD Wealth Private Investment Advice in 2021. Previously he worked with TD Asset Management since 2016.
Alex graduated with honours from the University of Saskatchewan with a B.Comm in Finance and is a Chartered Financial Analyst (CFA®) charterholder.
He is an active member of the CFA Institute, and Calgary CFA Society.
Alex enjoys skiing, biking, and fishing, and is an avid golfer in the summer months.
Administrative Associate
Administrative Associate
Sarah joined TD Wealth Private Investment Advice in 2018 and has been with TD since 2014. She graduated with honours from the University of Western Ontario in 2014 with a BBA in Accounting.
Sarah is also fluent in Mandarin, Cantonese, and Toisanese.
Sarah enjoys travelling, painting, and photography.
Administrative Associate
Administrative Associate
Kai joined TD in 2012, working in various roles including Assistant Branch Manager before joining TD Wealth Private Investment Advice in March 2022. Kai has completed the Investment funds in Canada (IFIC), Financial plan 1 (FP1), Personal Financial services advice (PFSA), and Canadian securities course (CSC). He enjoys travelling, biking and wakeboarding in his spare time.
Administrative Associate
Administrative Associate
Danisa joined TD Canada Trust in 2011 and progressed in multiple roles, becoming a Manager of Customer Experience before joining TD Wealth Private Investment Advice in 2021.
She brings a wealth of knowledge from the personal banking side and takes great pride in her attention to detail and building customer relations.
Danisa is also fluent in tagalog.
She enjoys spending time with family, and learning about cultures, languages and customs of other countries.
