Meet The Team
Associate Portfolio Manager
Senior Investment Advisor
MBA
CFP®
CIM®
Drawing on deep industry knowledge gained from 28 years in the financial services industry, Shereen strives to provide the highest level of comprehensive portfolio and wealth management services to clients.
By addressing the challenges clients face, and addressing them with a well thought out plan of action, Shereen strives to make her clients feel confident that they are firmly in control of their financial affairs. Investment strategy and portfolio management, financial planning, portfolio tax efficiency, income planning, retirement and estate planning strategies - these are the areas of expertise Shereen brings to the relationships she builds with clients.
Shereen began her career at Midland Walwyn in 1994 and joined TD in 1997. She holds her Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®) and Fellow of the Canadian Securities Institute (FCSI®) designations. Shereen is an Honours Graduate from the University of Western Ontario and holds her Executive MBA from Queens University Smith School of Business. Shereen acts as an Associate Portfolio Manager and a Senior Investment Advisor for her clients.
Outside of the office, Shereen enjoys spending time with her husband Paul and two children, Chloé and Zachary. She is an active Board member (Vice Chair) supporting the needs of women and children in Ottawa and also volunteers as a Project Advisor for Queen's EMBA Americas program. Shereen is passionate about yoga, cooking, hiking and travelling.
Lifetime Wealth Advisory Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc., which is a subsidiary of The Toronto-Dominion Bank.
Associate Investment Advisor
Associate Investment Advisor
As an Associate Investment Advisor for Lifetime Wealth Advisory Group Peter applies his calm, client focused lens to develop strong, lasting relationships with his clients. Peter has 13 years of Banking experience, 6 of which were as a TD Canada Trust Branch Manager in one of Ottawa's busiest locations. Peter's hard work and banking experience has provided a breadth of knowledge to clients.
By gaining an intimate understanding of his client's goals and priorities, Peter broadens their financial knowledge while establishing a plan they can be confident with. Wealth is complex, Peter believes there are multiple facets of one's wealth which need to be addressed in order to instill financial confidence to the affluent client. Driven by his natural curiosity, you will feel confident and comfortable with Peter acting as your Financial steward.
Born and raised in Ottawa's Westend, Peter attended Algonquin College studying Small and Medium Enterprise Management which lead to a specialization in Business Management from St. Lawrence College in Kingston. Peter's passion for Entrepreneurship dates back to his early years while working and supporting local businesses in Ottawa's Westend. While working closely with Small Business owners and understanding their passion for their business, Peter recognizes not every solution fits the box. Peter believes by taking an innovative, solution-based approach, you can feel confident with your financial future.
When Peter isn't in the office, you'll find him living a healthy, active lifestyle and enjoying sports of all kinds. Peter enjoys taking on do it yourself projects, cooking and spending time fishing. He is the proud father of his beautiful daughter Audrey.
Client Service Associate
Client Service Associate
Miranda represents the core of the administrative services our practice delivers. With TD Wealth Private Investment Advice for the past two years, she strives to bring an outstanding level of professionalism and enthusiasm to the day-to-day organizational efficiency of Lifetime Wealth Advisory Group. In addition to her administrative responsibilities, she is an invaluable asset to our group during tax season, fielding enquiries and sourcing solutions.
A graduate of Algonquin College, where she earned a diploma in Business Administration, Miranda is an avid outdoor enthusiast. Snowmobiling in winter and four wheeling in summer are just two of her primary outdoor pursuits. Miranda's other enthusiasms include travel and taking early morning hikes with her dog Sadie and boyfriend Nick – a talented photographer – to catch the perfect sunrise.
