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Samir Shah

Investment Advisor

  • CFA®

Working together to help you achieve what truly matters to you

ADDITIONAL CONTACT

Toll Free: (877) 456-2044
Fax: (905) 456-1949
Branch Office: (905) 456-2070
Branch Fax: (905) 456-1949

Additional Information

* We see portfolio management as Marathon, not as 100 meter Sprint. We prefer to be the 'Turtle' in the race.

* First step of investment process is optimum asset allocation. Considering YOUR unique return requirement and   risk tolerance, we decide on Strategic Asset Allocation for your portfolio.

* For equity investment, we include fundamental and technical analysis in our stock selection process.

* Over long term, wealth is created by large, bluechip established corporations who have passed the test of adverse economic conditions several times.

* To get included in the portfolio, company has to have strong balance sheet and long history of generating operating cashflow, more than that required for business development.

* Management must be ready to reward shareholders by paying regular dividends.

* We find such companies across the globe.

* We like companies incorporated in a jurisdiction having stringent reporting requirements. However, we like the companies having operations around the globe, including emerging markets. That gives portfolio exposure to high growth of emerging markets.

* We diversify portfolio across different asset classes including alternatives, geographies, sectors, currencies and individual companies.

* Our rule based approach to money management keeps emotions out of investment decisions during euphoria and/or distress.

* Our rebalancing rules are based on the facts that in short term, equity prices may widely fluctuate around its intrinsic value.

* However, prices tend to have 'reversion to mean' characteristics.

* Rebalancing maintains asset class exposure within predetermined strategic range.

* Our tactical asset allocation rules help us change the asset allocation exposure in times of  extreme euphoria or distress. These rules are based on fundamental and/or technical parameters. This helps us reduce the risk in the portfolio or position us for higher returns.

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Fed rates could stay low through 2023 and beyond

The U.S. Fed keeps its key interest rate on hold while raising its outlook for the economy. But the Fed signaled that low interest rates will last through at least 2023. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the implications for U.S. economic growth.

What options do snowbirds have this winter?

Canadians who used to fly south regularly may be facing a severely altered vacation landscape this year. Chris Gandhu, a High Net Worth Planner with TD Wealth, speaks to Kim Parlee about what options Snowbirds have for their properties this winter. 

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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