Benjamin supports ultra-high-net-worth families with a disciplined, client-first approach, delivering proactive service and precise execution. He specializes in trade execution, registered plan administration and coordination with institutional portfolio managers.

Benjamin joined TD Wealth Financial Planning in 2017, later gaining retail banking experience before returning to TD Wealth Private Investment Advice in 2020 to provide personalized, white-glove service.

Fluent in Cantonese, Benjamin is a University of Waterloo graduate, completed the Investment Advisor Training Program in 2023 and is pursuing CFA® Level II.

Nadia brings over three decades of investment industry experience and is a key part of the team’s operational strength and client service excellence. She brings professionalism, attention to detail and deep institutional knowledge.

She supports all aspects of the client relationship with accuracy, efficiency and continuity, helping deliver a positive client experience.

Nadia joined TD in 1994 with TD Evergreen, now TD Direct Investing, after earning a degree in Business Administration and Management. She has worked exclusively with Rod McInnes since 2000, supporting the growth of one of the firm’s most sophisticated advisory practices.

Charlie brings institutional insight and analytical depth to the team’s investment process, with experience in asset allocation, security selection and market analysis across multiple asset classes.

He supports investment strategy development, helping translate institutional-quality research into thoughtful portfolio outcomes aligned with client objectives.

Charlie is a CFA® charterholder, licensed in options and derivatives, and holds degrees from Wilfrid Laurier University and Queen’s Smith School of Business.

Sumayyah supports high-net-worth clients and advisors with precision, reliability and a strong service mindset.

She manages account openings, documentation, trades, transfers, and daily client and internal priorities.

Sumayyah began her TD career with EasyLine, holds an Honours degree in English Literature from the University of Toronto Scarborough, and is fluent in Urdu and Punjabi.

She received the 2025 Annual STAR Award for her contributions and commitment to excellence.

Andrew provides reliable, client-focused support across portfolio implementation and administrative execution, leveraging his consistency, professionalism and attention to detail.

He supports trading, account openings and asset transfers, helping deliver efficient execution and a seamless client experience.

Andrew joined TD Canada Trust in 2017 and moved to TD Wealth Private Banking in 2022. He received Quarterly Star Awards in 2023 and 2024 and holds a Bachelor of Commerce, with distinction, from Toronto Metropolitan University’s Ted Rogers School of Management.

Sameen brings a global perspective and relationship-driven approach to serving high-net-worth individuals and families.

He supports day-to-day client service and operations, helping deliver responsive, thoughtful support.

Sameen began his career at the TD flagship Toronto Yorkville branch, where he strove to provide personalized advice and exceptional client service. He holds a Bachelor of Commerce (Honours) from Toronto Metropolitan University’s Ted Rogers School of Management and is pursuing advanced industry certifications.

Charley develops comprehensive wealth plans covering retirement, tax, estate planning, risk management and philanthropy. He works with the team, internal specialists and clients’ professional advisors to ensure financial decisions are coordinated and integrated.

Charley holds a Mechanical Engineering degree from the University of Waterloo and a law degree from the University of Ottawa. He completed the Canadian Institute of Chartered Accountants’ in-depth tax study program, holds CFP®, CLU® and TEP designations, and is a member of the Canadian Bar Association and Canadian Tax Foundation.

Ian has been a member of the Ontario Bar since 1990 and was in private practice focusing on estate planning and taxation until 1994, when he achieved his Masters of Law in Taxation. From 1994 to 2006, Ian held various positions with the Law Society of Upper Canada related to lawyer training and accreditation in estates, trusts, and taxation. He will apply his 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.

Aleem holds Chartered Accountant, Chartered Financial Analyst® (CFA®) and Chartered Professional Accountant designations, along with an Honours Bachelor of Arts in Accounting and a Master’s of Accounting from the University of Waterloo. With 20 years of financial services experience, he helps clients assess coverage for financial and non-financial assets and use life, disability, living benefits and annuity products to preserve wealth, support business continuity and minimize tax obligations.