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Portfolio ManagerSenior Investment Advisor
Committed to understanding your needs and helping you achieve your vision of success
25 Watline Ave 6th Floor Mississauga, ON , ON L4Z 2Z1Map
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:
Toll Free: (877) 974-1417
Fax: (905) 474-3783
Branch Office: (905) 501-8200
Branch Fax: (905) 501-8231
English
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.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
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