Skip to main content

Shereen Debanné

Associate Portfolio ManagerSenior Investment Advisor

  • MBA
  • CFP®
  • CIM®

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

Drawing on deep industry knowledge gained from 28 years in the financial services industry, Shereen strives to provide the highest level of comprehensive portfolio and wealth management services to clients.

By addressing the challenges clients face, and addressing them with a well thought out plan of action, Shereen strives to make her clients feel confident that they are firmly in control of their financial affairs. Investment strategy and portfolio management, financial planning, portfolio tax efficiency, income planning, retirement and estate planning strategies  - these are the areas of expertise Shereen brings to the relationships she builds with clients.

Shereen began her career at Midland Walwyn in 1994 and joined TD in 1997. She holds her Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®) and is a Fellow of the Canadian Securities Institute (FCSI®) designations. Shereen is an Honours Graduate from the University of Western Ontario and holds her Executive MBA from Queens University Smith School of Business. Shereen acts as a Senior Investment Advisor and Associate Portfolio Manager for her clients.

Outside of the office, Shereen enjoys spending time with her husband Paul and two children, Chloé and Zachary. She is an active Board member (Vice Chair) supporting the needs of women and children in Ottawa and also volunteers as a Project Advisor for Queen's EMBA Americas program. Shereen is passionate about yoga, cooking, hiking and travelling.

Lifetime Wealth Advisory Group is 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

Branch Office: (613) 783-6197
Branch Fax: (613) 783-4075

 

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.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

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.

U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

New real estate changes for 2023: what they might mean for you

If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

Do you know someone who would benefit from my services?