Riad Assaf
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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
Fax
(780) 448-8686
Certificates
B. Sc
CFP®
CIM®
Education
Bachelor of Science Specialization Degree (Mathematics and Finance) - University of Alberta
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