Riad Assaf
Senior Portfolio Manager
Senior Investment Advisor
MBA
CFP®
CIM®
Tailored solutions in tune with your needs and the needs of those you care about
Phone
Office Location
As a Portfolio Manager with TD Wealth Private Investment Advice, Riad invests for his clients with the goal of achieving the best risk-adjusted rate of return, with risk management also being the cornerstone of his investment philosophy.
Riad has a very defined process of managing money. In addition to adhering to a strict discipline of investing in high quality dividend growth companies, Riad also takes advantage of market volatility, seasonality and market-moving events. Riad also has access to additional third-party research, which he pays for himself, in order to assist him in making informed portfolio management decisions.
Riad constantly strives to be the best at what he does. Riad is a Senior Portfolio Manager and Senior Investment Advisor with TD Wealth Private Investment Advice. Riad is a member of the Portfolio Manager Advisory Committee (PMAC) at TD Wealth since its formation, the goal of which is to work with senior management to review, enhance and deliver best practices for Portfolio Managers at TD Wealth.
Riad is also proud of the fact that he was the first Investment Advisor to become a Portfolio Manager in the Edmonton office of TD Wealth Private Investment Advice, again, driven by his need to continuously improve the service he provides to his clients. Those who know Riad know he works very hard and long hours to not only stay on top of the markets but to also anticipate industry leading trends.
He is also a member of the Investment Committee of the Edmonton Community Foundation, entrusted with managing a portfolio approaching $1 billion in investments to benefit charities, students, and community initiatives across Edmonton and surrounding areas.
Riad holds a Masters Degree in Investment Management, a Bachelor of Science Degree with Specialization in Mathematics and Finance and also has the following designations: Chartered Investment Manager (CIM®), Certified Financial Planner (CFP®), and the Fellow of Canadian Securities Institute (FCSI®). In addition to these designations, Riad also has an options trading license.
He had also taught Investment Courses at NAIT (the Northern Alberta Institute of Technology).
Phone
Fax
(780) 448-8686
Certificates
MBA
CFP®
CIM®
Education
Bachelor of Science Specialization Degree (Mathematics and Finance) - University of Alberta
Hear From My Clients
Click the link to read Testimonials from some of my clients
Hear From My Clients
Raymond B.
Retired
Written in Feb 2024
Your Goals, Our Priorities
We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Specialized Investment Strategies
Professional Portfolios
Executive Stock Portfolios
Halal Investing
What We Do
What to expect when working with us
Initial Discovery
Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Tailored Solutions
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Bare trusts: What the 2026 reporting rules could mean for you
Article
Bare trusts: What the 2026 reporting rules could mean for you
Share a bank account with an aging parent? Helping a child qualify for a mortgage by being on title? Situations like these could be considered bare trusts and may require a tax return to be filed, even when no tax is owed. Nicole Ewing, Principal, Wealth Planning Office, TD Wealth, explains what you need to know and what exceptions could apply.
Location, leverage, lifestyle: Is an income property right for you?
Article
Location, leverage, lifestyle: Is an income property right for you?
Rental real estate can play a strategic role in building and preserving wealth. Here’s how discerning investors can evaluate its place in
their portfolio.
What would it take for Oscar and Lakshmi to retire five years early?
Article
What would it take for Oscar and Lakshmi to retire five years early?
They have savings, a pension, and valuable real estate. But leaving work at 60 means deciding which matters most: retiring early, spending comfortably, or keeping two properties.