Meet The Team
Associate Investment Advisor
Associate Investment Advisor
With more than 40 years of experience in the industry, Ian brings a wealth of experience to the table and acts as the first point of contact for many of the team's largest clients. After graduating from Loyola University with a Bachelors of Business Administration in Finance, Ian spent 20 years working as a branch manager in a prominent South African bank before joining the team in 1996.
Ian specializes in trade execution, conducting client reviews, and the day-to-day management of client accounts. His experience as a branch manager enables him to recognize the importance of building client relationships and the significance of following firm procedures.
Associate Investment Advisor
CFA®
CFP®
David joined the team in 2015 after spending two years advising clients at the retail level. A graduate of University of Toronto's Management and Finance program, David has in-depth knowledge of the various investments out in the market today.
David is primarily responsible for the management of client portfolios, including trade execution and security analysis for the team's proprietary model portfolios. He also plays a vital role in developing financial plans and proposals for clients and prospective clients.
David holds the Chartered Financial Analyst® (CFA®) and Certified Financial Planner® (CFP®) designations.
Additional TD Specialists
Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies 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. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
