Meet the Team
Stephen Dupuis
Senior Portfolio Manager, Senior Investment Advisor, CIM®
E: stephen.dupuis@td.com | T: 514-842-1065
With more than 20 years of experience in wealth management in Canada's largest urban centres, Stephen Dupuis has built a reputation as a trusted advisor and mentor to his fellow wealth management professionals. Having worked with many of Canada's most respected wealth specialists, he finds his greatest satisfaction in helping clients navigate complex financial decisions and build sustainable wealth; particularly successful entrepreneurs and professionals who are prepared to move forward, achieve their financial goals, and secure their future.
Stephen’s approach to wealth management focuses on delivering growth while maintaining capital protection through disciplined strategies and a strong emphasis on risk management.
- Rational, long-term investment thinking - that prioritizes disciplined decision-making
- Tailored portfolios - designed to meet the unique needs and goals of each client
- Investments focused on growth and quality - helping ensure sustainable returns
- Capital preservation – through strategies that provide a margin of safety
Holly Manning
Client Relationship Associate
T: (514) 842-7657
E: holly.manning@td.com
Holly Manning joined TD in 2005, building a reputation for her sound judgment and knowledge, which she believes has earned her the trust of our clients. Holly is responsible for all day-to-day trading for the team, while strengthening existing relationships through her responsive and attentive approach, and the enthusiasm that she puts into everything she does.
She holds a Bachelor of Commerce degree from McGill University's Desautels Faculty of Management. Additionally, she has completed the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH), Investment Funds in Canada (IFC), and Wealth Management Essentials (WME) courses.
Sima-Rose Khayat
Client Service Associate
T: (514) 842-4141
E: sima.khayat@td.com
Sima-Rose Khayat joined TD in 2020, bringing strong attention to detail and exceptional organizational skills to her role. Her ability to thrive in fast-paced, dynamic environments makes her an invaluable asset to the team. Sima is responsible for client relations, account administration, and manages our calendar all while providing comprehensive support to Stephen, and exceptional service to our clients.
She holds a Bachelor of Commerce with a Finance major from UQAM, École des Sciences de la Gestion. Additionally, she has completed the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH), Investment Funds in Canada (IFC), and Wealth Management Essentials (WME) courses.
Lisa Mabe
Administrative Associate
T: (514) 842-1099
E: lisa.mabe@td.com
Unofficially - Chief of Communications OfficerLisa joined TD in 2023, she came to us with over a decade of experience having occupied multiple positions for another financial institution. Throughout her career Lisa has been recognized for her leadership qualities, her ability to engage others, and problem-solving abilities.
Lisa is responsible for communicating our Quarterly Portfolio Reviews, educational content, important updates, and reminders, as well as managing the marketing for our team. She takes care of celebrating client milestones and holidays; she has become very passionate about organizing our annual client events. She is proactive and thoughtful allowing her to always put clients first and offer a top tier level client experience.
Additional TD Specialists
Business Succession Advisor
Tax and Estate Planner
High Net Worth Planner
TD Wealth Private Banking
As part of TD Wealth, high-net-worth Canadians can enjoy the exclusive benefits and personalized support offered through TD Wealth Private Banking services. With Private Bankers, you can expect personal service that includes carefully crafted solutions made to help you achieve your wealth management goals.
