Portfolio Manager & Investment Advisor
CFA®
Mr. Mizak has more than 14 years of financial services, business and investment experience and joined TD Wealth Private Investment Advice in May of 2005. Kyle is actively focused on providing discretionary investment management services to high net worth individuals and families, estates & trusts, and charitable and business organizations. He has experience dealing with complex financial, tax and estate planning issues, including business succession planning and leveraged insurance solutions.
Kyle is a graduate of the University of Manitoba earning a bachelor's of science degree and has received the Canadian Investment Manager and Charter Financial Analyst (CFA) designations.
He has completed the Canadian Securities Course and a number of other courses through the Canadian Securities Institute. Kyle is a member of the CFA Institute and the Calgary CFA Society.
Investment Advisor
Associate Portfolio Manager
CIM®
CFP®
B.Comm. (Hons)
Justin joined TD Wealth Private Investment Advice in 2018. He graduated with his Bachelor of Business Administration in Finance with distinction from the University of Regina - a joint program that saw part of his degree achieved at Leibniz Universität in Hannover, Germany. Justin combines academic rigor with practical acumen. His clients stand to benefit not only from his knowledge but also from his commitment to personally understand what is important to them. With a “process over prediction” investment approach, clients can benefit from a well-defined strategy to guide their financial journey. Justin holds his Chartered Investment Manager (CIM®) designation, Certified Financial Planner designation (CFP®) and has completed his Canadian Securities Course and the Wealth Management Essentials Course through the Canadian Securities Institute. Justin has been coaching soccer for the past decade, contributing actively to the community, and fostering teamwork amongst aspiring youth.