Riad Assaf

Riad Assaf

Senior Portfolio Manager

Senior Investment Advisor

B. Sc

CFP®

CIM®

Tailored solutions in tune with your needs and the needs of those you care about

Phone

Office

(780) 448-8527

Office Location

10088 - 102nd Avenue Suite 2400 Edmonton, AB T5J 2Z1. map

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. 

Riad holds a Bachelor of Science Degree with Specialization in Mathematics and Finance from the University of Alberta 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

Toll Free

(855) 440-6695

Fax

(780) 448-8686

Branch Phone

(780) 448-8280

Branch Fax

(780) 448-8962

Certificates

B. Sc

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

"After going through 6 different Investment Advisors throughout my lifetime who all seemed to be more focused on selling products versus understanding my retirement goals and objectives, I was introduced to Riad Assaf, Portfolio Manager at TD..."
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

Riad is one of the few Advisors at TD Wealth Private Investment Advice that have the ability to offer the following specialized, but complicated, strategies:

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

Empowering Polly to achieve financial success

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

Putting finances into perspective

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

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

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.

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