Sage Wealth Management
Senior Investment Advisor
Senior Portfolio Manager
CFP®
CIM®
Doug focuses on a "Listen First" approach. Developing portfolios and wealth plans that are ideal for each client is a result of his process of listening and understanding his clients as well as the current financial environment.
"I want all of my clients to not only profit from our relationship, but enjoy and feel more confident after every conversation."
Doug holds the Certified Financial Planner and Chartered Investment Manager designations and is a Portfolio Manager. Coordinating his 21 years of experience, knowledge and the deep resources of TD Wealth ensures that his clients can trust the advice he and his team provide. Having been a TD Canada Trust Branch Manager, Doug knows the importance of pleasant and professional service making this a priority in all interactions.
In his free time Doug enjoys all sorts of activities; including tennis, squash, fly fishing, mountain biking and gardening. Doug and his wife reside in North Vancouver and have two daughters one in university and one starting her career in the resource sector.
Sage Wealth Management is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
English
Senior Investment Advisor
Senior Portfolio Manager
CIM®
CFP®
Kiel is a Portfolio Manager located in Vancouver, British Columbia who provides a comprehensive suite of wealth management services to his clients, including investment, wealth and tax planning strategies. Kiel’s dedication to exceptional client experiences and innovative financial strategies are the foundations of his business. His clients include high net worth families, business owners, professionals and foundations which require a high level of detailed attention.
In leveraging the skills and expertise of TD Specialists, Kiel is able to design, implement and monitor our clients’ wealth management needs on an ongoing basis.
Kiel holds both the Chartered Investment Manager (CIM®) and Certified Financial Planner (CFP®) designations.
Away from the office, Kiel is very active in his community. In addition to participating in the annual 250 KM Ride to Conquer Cancer, Kiel enjoys running the Vancouver Seawall, spending time with family, and travelling to new destinations with his wife Justine.
English
Client Relationship Associate
CFP®
Azusa has been with the team since 2010 and provides high level of service to our clients.
She has a bachelor's degree in Economics from Kwansei Gakuin University in Japan, and holds Certified Financial Planner (CFP®) designation.
As a mother of 2 children, she understands the importance of having a financial plan to help one reach their financial goals.
Outside work, she is very active and enjoys outdoor activities with her family. She also finds her own time to go for runs, swims, and practice yoga.
Client Service Associate
Client Service Associate