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Shahin Safaei

Portfolio ManagerInvestment AdvisorCertified Retirement Specialist

  • CIM®
  • MBA

Committed to understanding your needs and helping you achieve your vision of success

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Shahin Safaei is a leading Investment Advisor for BRiTE Wealth Management at TD Wealth Private Investment Advice (PIA). The BRiTE team is an advisory team at TD Wealth PIA. Shahin has over 20 years of relationship management experience worldwide, including the UAE and Switzerland. He received his MBA in Global Banking and Finance from Zurich, Switzerland, holds a Chartered Investment Manager (CIM®) designation and obtained his Portfolio Manager title. He returned to Canada in 2012 and joined TD Wealth where he has developed a disciplined investment strategy focused on capital preservation, risk-adjusted returns, and value maximization. Shahin works with a team of professionals as part of his ‘Family Office’ approach to Wealth Management, and is thus able to provide specialized services to clients of varying professions including medical professionals, lawyers, business owners, and executives. Services are inclusive of large organizations and institutions.

Outside of work, Shahin enjoys playing Tennis and spending time with his two little active boys. Shahin is an avid learner of the Financial Markets and enjoys further educating himself on upcoming strategies and products as they become available.

How we add value:

  • Understanding your goals and working with you to come up with a plan to help ensure you can achieve them.
  • Relaying relevant information and education with respect to planning to help identify opportunities and risks bespoke to you as an individual.
  • Leveraging TD specialists in areas of taxation, estates, trusts, business succession planning, and insurance will help to ensure that the various aspects of your financial needs are covered.
  • Providing access to institutional mandates that are otherwise not offered to retail investors which can help enable financial stability and growth

Connect with us if you:
  • are uncomfortable with the volatility in your portfolio
  • have a life changing event that requires a second look at your wealth plan
  • are concerned you will run out of money before you run out of breath
  • would like to discuss estate planning, risk management and tax minimization strategies

BRiTE Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

ADDITIONAL CONTACT

Toll Free: (877) 974-1417
Fax: (905) 474-3783
Branch Office: (888) 814-9597
Branch Fax: (905) 568-2877

LANGUAGES

English, Farsi

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.

PIMCO Investment Outlook Sept 2013

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.

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