Sam Makdessian
Associate Portfolio Manager & Investment Advisor
CFA
CFP®
Committed to understanding your needs and helping you achieve your vision of success
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Sam Makdessian, CFA, CFP®
Associate Portfolio Manager, TD Wealth Private Investment Advice (PIA)
In the role of Associate Portfolio Manager with TD Wealth Private Investment Advice (PIA), I take pride in delivering a high level of personalized service to high net worth individuals, families, small businesses, trusts, and corporate clientele.
Our service offering includes portfolio construction and investment solutions, implementation, continual monitoring and timely reporting. When appropriate, I engage TD specialists who can provide expertise on estate planning, business succession planning, insurance and tax planning. I believe that a "full-service" offering best serves my clients' evolving and complex needs at every stage, and through every life event.
TD Private Investment Advice is one of Canada's largest private client money management firms managing over $38 billion in assets (as at Nov 2022). Leveraging the global resources of TD Bank Group, and working closely with a talented group of professionals, I assist my clients build net worth, implement tax-efficient strategies, protect what matters, and leave a legacy.
A graduate of the Ted Rogers School of Business Management (major in Finance, minor in Accounting), I received the Certified Financial Planner (CFP®) designation in 2020 and am a Chartered Financial Analyst (CFA®) charterholder as of 2019. I enjoy travelling with my wife Ivana, and actively participating in the Armenian-Canadian cultural community.
Certificates
CFA
CFP®
Your Goals, Our Priorities
We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Tailored Solutions
Based on your unique circumstances, we'll work with you to understand your goals and unique investment needs to create a wealth plan with tailored solutions.
Business Owners and Entrepreneurs
Focus on what you do best — running your business. We cater to the needs of business owners and entrepreneurs with strategies and solutions to help simplify your finances and create a robust wealth plan:
Tax Planning: Manage and minimize tax exposure. Keep income available for other needs.
Credit Solutions: Tactics for managing cash flow, business banking and credit options.
Investment Management: Diversify your investments; grow your net worth; optimize cash flow; invest tax-efficiently.
Transition planning: Develop a blueprint for succession planning.
Retirement income planning: Plan for the retirement you envision. Manage multiple sources of retirement income.
Will and estate planning: Create a legacy that lasts; provide security in event of unexpected death or disability. Learn how to avoid taxes on corporate funds.
* Some services offered in collaboration with TD specialists
High Net Worth Clients and Families
What matters to you? Our unparalleled commitment is key to helping you meet your unique goals and objectives. We engage in a deep dialogue to uncover what is truly most important to you, your family and your future. From developing an investment strategy, tax planning, estate and succession plans, to helping your philanthropic goals come to life, we tailor our approach to your needs and values as you define them.
Our clients choose us for our ability to offer personalized wealth strategies and a multidisciplinary approach — anticipating complex challenges. We leverage a diverse group of industry specialists from across TD, and externally, to develop portfolios based on your goals, and practical solutions. We offer tailored solutions for client portfolios from $1M to over $200M.
In collaboration with you, your family and your trusted advisors, we will establish a framework that reflects your vision for the future and the legacy you wish to build for generations to come.
Trusts and Non-profits
Whether your organization is a corporation with very liquid short-term goals or an entity with longer term and higher return goals, we excel at creating investment solutions to meet your goals in the areas of investment management and reporting.
Our comprehensive investment capabilities for trusts and corporations include:
- Investment Policy Statement review
- Manager selection
- Asset allocation
- Reporting
- Separately managed accounts, mutual funds, and ETFs (exchange-traded funds) to optimize cost and efficiency
- Tailored solutions suitable to meet your short-term, project-oriented needs are also available through our brokerage solutions.
Our Services
Investment Planning
Retirement Planning
Transfer of Wealth
What We Do
What to expect when working with us
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Personalized Strategies
Get holistic wealth management strategies tailored to your goals with exceptional investment management expertise.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
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