Shereen's investment experience is based on a variety of Senior roles she has performed within TD Wealth and at other firms (Toronto and Ottawa) prior to joining TD Wealth Private Investment Advice.
Drawing on deep industry knowledge gained from 25 years in the financial services industry – which includes considerable professional experience working with business owners and charities – Shereen provides comprehensive portfolio and wealth management solutions to clients.
Shereen's objective is to help clients secure the lives they wish to lead. By addressing the challenges clients face, and addressing them with a well thought out plan of action she strives to make her clients feel confident that they are firmly in control of their financial affairs.
Shereen began her career at Midland Walwyn in 1994 and holds her Certified Financial Planner (CPF®) designation, Canadian Investment Manager (CIM®) designation and is a Fellow of the Canadian Securities Institute (FCSI®) enabling her to provide the highest level of comprehensive servicing possible to clients. A member of the Investment Management Consultants Association of Canada (Investments and Wealth Institute), Shereen is an Honours Graduate from the University of Western Ontario (1994).
Outside of the office, Shereen enjoys spending time with her husband Paul and two children, Chloé and Zachary. She has been active on parental boards in the past and is currently volunteering her time to causes that support the needs of women and children. She loves to cook, ski, run and hike and can often be found outdoors on weekend mornings.