Steve Zadra
Senior Portfolio Manager
Senior Investment Advisor
FCSI®
BBA
CPA
Committed to understanding your needs and helping you achieve your vision of success
Phone
Office Location
Steve has over 25 years of experience advising high net worth investors. He and his team have navigated many market cycles successfully throughout his career. Steve believes in an integrated approach leveraging TD Wealth's extensive planning expertise to provide a unique strategy for each client relationship.
As a seasoned Portfolio Manager with a Chartered Professional Accountant designation, Steve maintains high professional and ethical standards in advising business owners and families. Steve also holds the Fellow of the Canadian Securities Institute (FCSI®) designation, which is reserved for professionals demonstrating strong leadership, integrity, commitment, and dedication to their clients and the industry.
Certificates
FCSI®
BBA
CPA
Languages
English
West Georgia Wealth
We are a boutique wealth management team that operates within TD Wealth Private Investment Advice, part of the TD Bank Group. With 50 years of combined experience in successfully managing through various market cycles, we are confident that we will continue to be a professional advisor to our valued clients.