Meet The Team
Senior Portfolio Manager
Senior Investment Advisor
CFP®
CIM®
Omar believes that the cornerstone of wealth planning is recognizing that everyone’s financial life and personal situation is unique. He collaborates closely with clients to ensure they receive advice tailored specifically to their needs. This is why he views the discovery process as a vital step – getting to know people, their families or the structure of a corporation or foundation is key to truly understanding the scope of their goals.
Omar holds the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations. He also holds the Certificate in Retirement Strategy.
He believes in a comprehensive model that covers the many different aspects of your financial life, from your investment portfolio to your retirement income and your estate plan, to your kids’ education. Omar believes in the value of sound investment advice and his professional life is embodied by the long‑term client relationships he’s built based on trust and communication.
Omar is an avid runner and has competed in several marathons over the years. He is driven by the discipline the sport requires and the spirit of the races he regularly competes in. Recognizing the power of competition and the importance of giving back, he has also run as a guide runner for visually impaired runners in the city.
Northlake Wealth Management is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Senior Investment Advisor
Portfolio Manager
CFP®
CIM®
FMA
Jason knew from an early age that he wanted to work in wealth management. He began investing personally at age 17 and lived abroad after graduating from university, launching his financial services career in Australia. Jason has worked at several of Canada’s largest financial institutions throughout his two decade career.
Living and working abroad, Jason gained perspective on the different ways people think money and approach their financial lives. He believes the keys to sound wealth management advice are high standards, critical thinking and mutual respect. His calm and pragmatic approach has proven beneficial at work and at home with a busy family.
Jason graduated from the University of Western Ontario with a degree in Economics. In addition, he holds the Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), Fellow of the Canadian Securities Institute (FCSI®) and Financial Management Advisor (FMA) designations. Jason excels in a team environment, adapts quickly to unforeseen circumstances and is an approachable leader, all skills enhanced by years of experience in competitive sports.
His natural curiosity makes lifelong learning an important part of both his personal and professional life. In everything he does, Jason is continually setting higher standards and then working to achieve them.
Associate Portfolio Manager
Senior Investment Advisor
CFP®
CIM®
Charles developed an interest in investing at an early age and chose to study economics at Wilfrid Laurier University. He joined the wealth management industry as a young adult and explored a number of different roles in the banking and brokerage world. When Charles first became an advisor he found that, as the markets were an unpredictable and uncontrollable factor in asset management, he made the most impact when identifying and addressing the factors within his clients control. This includes focusing on where to best contribute savings, proper asset allocation and diversification, tax planning, etc.
Thus, his passion for financial planning began. He promptly began studying for his Certified Financial Planner (CFP®) designation and applied the fundamentals to his practice. He uses a holistic lens with each client relationship and leverages comprehensive tax, retirement, estate and risk planning to create a bespoke plan for each individual. He continues to hone his knowledge within these ever-changing spaces to ensure his clients are doing everything they should be to maximize tax efficient savings. He is particularly adept at developing creative solutions and navigating tax and saving strategies for professionals and other small business owners.
Before joining Northlake Wealth Management in 2022, Charles spent 9 years working with physicians and their families developing a deep knowledge of professional corporations and the tax planning that goes along with them. He continues to have a focus on healthcare professionals and other individuals that have the ability to incorporate.
Charles views his relationships with his clients as long term. He envisions working with his clients for decades to come and personally guiding them through their retirement. Charles enjoys watching the strategies he puts in place materialize in the progression of his client's situations over time.
Charles loves to spend his leisure time travelling and playing sports with his wife and three sons. He is an avid canoeist/tripper and takes every opportunity to guide his family into the wilderness for some valuable serenity.
Senior Investment Advisor
FCSI®
CIM®
As a Senior Investment Advisor, my mandate is to help you preserve and grow your wealth though 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.
English
Associate Investment Advisor
CIM®
Andrea's strengths come from his background in client service and client relations. His expertise on the team involves building custom-tailored advice for each client. He holds a Chartered Investment Manager (CIM®) designation and graduated with Honours from the University of Western Ontario. Outside of work, Andrea and his wife are avid travelers, big football and soccer fans, and can often be seen working on their garden with their dog Gigi.
Client Service Associate
Client Service Associate
Claudia has been providing administrative support to high net worth clients of TD Wealth Private Investment Advice for over 10 years.
Additional TD Specialists
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.
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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.
Business Succession Advisor
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
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.
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.
Trust Officer
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.
