Bringing your financial goals to life
Robert Sager CFP ®, CIM ®, FMA, B. Econ (Hons)
Associate Portfolio Manager, Senior Investment Advisor
T: 519-725-5354
E: robert.sager@td.com
Robert was born and raised in Kitchener-Waterloo and has been working with affluent families in the area for nearly two decades. He has an Honours Degree in Economics from Wilfred Laurier University and holds the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations.
Rob’s conservative approach to investing took root early in his career, as the tech bubble burst and he experienced first-hand how economic and market uncertainty impacts investors and their families.
Prior to joining TD in 2004, Rob held roles with Mutual Life, Merrill Lynch Canada, CIBC Wood Gundy and CT Financial Assurance, all of which gave him the knowledge
and experience to choose the firm that he believes best fits his long-term values and dedication to serving families in his hometown.
Rob is committed to building prudent, tax efficient portfolios for high net worth families and individuals. His analytical and technical skills resonate well with business owners, professionals and families with complex needs. Rob’s dedication to understanding individual client needs helps to incorporate the portfolio into their broader wealth-planning strategy.
Rob lives in the KW area with his wife Erika and their three sons. As a family, they
are actively involved in the local hockey community and enjoy travelling to new places.
Heidi Yandt, CFP®, CIM®
Associate Portfolio Manager, Senior Investment Advisor
T: 519 725 3334
E: heidi.yandt@td.com
Early on, Heidi recognized that navigating through today’s financial landscape was a challenge for most, and even more so for those with complex needs. Learning from this, Heidi developed a passion for financial literacy and is committed to educating and instilling confidence in the families she works with so that they can make informed decisions about their future.
Heidi began her career with TD in 2006 and has been providing personalized financial advice to investors in the Kitchener-Waterloo area for more than a decade. She has completed a three-year diploma in Financial Planning and holds the Certified Financial Planner (CFP®) designation.
Heidi strives to build and maintain strong client relationships based on trust, transparency and clear communication. Knowing that every client approaches their financial life differently, Heidi has dedicated herself to understanding the intricacies of behavioral finance and how it impacts investment decisions.
Warm and approachable, with an unwavering focus, Heidi brings unique range to every client relationship. Her holistic approach helps translate big-picture life goals into financial reality.
Heidi lives with her husband Nathan in Waterloo and has deep ties to the community, volunteering her time as a board member and supporting local foundations. Heidi is a disciplined runner, driven by the ongoing challenges the sport offers.
Blair Fingland, CFP ®, B. Econ
Associate Investment Advisor
T: 519 725 3327
E: blair.fingland@td.com
Blair grew up in Eastern Ontario and moved to the region to study Economics. He has a degree from Wilfred Laurier University and holds the Certified Financial Planner (CFP®) designation. For more than two decades, Blair has had the privilege of working with some of the region’s prominent entrepreneurs, executives and business leaders.
Growing up on a family farm taught Blair the value of hard work. This work ethic led Blair to become one of the first Canadian advisors to move beyond basic stock broking and into comprehensive, full-spectrum wealth planning. Affable, lighthearted and casual, Blair works hard to build trust with the families he serves, connecting and planning across generations.
Blair primarily handles wealth management for affluent business owners who require sophisticated, best in-class investment strategies. He provides solutions that go well beyond investment management, including business succession, the sale of complex businesses and cross-border planning.
His extensive experience allows him to successfully navigate the breadth of financial resources available today to help find the best solution for his clients.
Blair believes in the power of team sports and had been a long-time volunteer for youth hockey and baseball organizations in the region. Blair has two adult children and lives in Waterloo with his wife Angie.
Meet The Team
Associate Investment Advisor
Client Service Associate
Client Service Associate
Additional TD Specialists
High Net Worth Planner
Business Succession Advisor
Estate Planning Advisor
TD Wealth Advisory Services Specialists
Through our long-lasting relationships with TD specialists and professionals, we are positioned to provide you with access to specialized advice on virtually every aspect of your financial and wealth planning needs.
Kathleen Park, High Net Worth Planner
Jo-Anne Ryan, Vice President, Philanthropic Advisory Services
Brittany Zigmond, Tax and Estate Planner
TD Wealth Private Banking
Achieve more when you work with professionals who understand your goals and can help you reach them. Our Private Bankers provide support with your banking needs while connecting you with the right TD specialists to manage your wealth management needs, so you can focus on other priorities.
