Meet The Team
Portfolio Manager & Investment Advisor
CFA
As a Senior Portfolio Manager with TD Wealth Private Investment Advice, Jelena has over 12 years of industry experience, largely in collaboration with John Cameron, CFA, Senior Portfolio Manager and James Balevicius, CFA, Portfolio Manager. Their team approach helps to ensure continuity and seamless service while working with their clients.
Jelena is actively focused on providing comprehensive wealth management solutions to individuals, families, estates & trusts, and charitable and business organizations.
Jelena strives to gain a full understanding of clients' unique needs, circumstances and specific long-term goals. She then develops and implements a customized wealth management plan to help them achieve those goals throughout their lifetime. As a member of TD Wealth, Jelena works with a knowledgeable and experienced group of professionals and has complete access to the expertise of TD specialists and the resources of TD. These specialists are comprised of banking, trust, estate, financial planning and insurance professionals. They are introduced to clients when required to apply their specialized knowledge when structuring customized plans and strategies. This relationship can be crucial to the evolving needs of clients through every stage of their life.
Jelena has a Bachelor of Commerce (Hons.) degree from the University of Toronto, specializing in Finance and majoring in Economics. Jelena is also a CFA® charterholder and is a member of the CFA Institute and the CFA Society Toronto.
Senior Portfolio Manager & Senior Investment Advisor
CFA
John Cameron is a Senior Portfolio Manager with TD Wealth Private Investment Advice and has over 20 years of investment industry experience, including investment management, portfolio analysis and product management. He is responsible for the design and delivery of customized investment management solutions and services to private clients, corporations, charities and trusts.
John is a CFA® charterholder and is a member of the CFA Institute and the Toronto CFA Society (formerly known as the Toronto Society of Financial Analysts (TSFA)). He graduated from the University of Toronto with a Bachelor of Science degree.
John's primary role is to provide investment counsel to his clients, specifically to develop and implement investment strategies tailored to meet their individual needs. He has the skills required and draws upon the vast resources available from TD Bank Group to provide his clients with the highest level of service and support in attaining their personal objectives. He creates personalized long-term financial strategies, managing the optimal mix of services for portfolio growth, asset protection and tax efficiency.
John also helps his clients to develop fully integrated wealth management solutions by working with fellow specialists in TD Wealth who have expertise in a variety of wealth planning areas such as trust and estate planning.
Portfolio Manager & Investment Advisor
CFA
James Balevicius is a Senior Portfolio Manager with TD Wealth Private Investment Advice, bringing over a decade of industry experience to his role. He is a CFA charterholder, a member of the Toronto CFA society and graduated from York University with a Bachelor of Administrative Studies. James works alongside John Cameron, CFA, Senior Portfolio Manager and Jelena Bozovic, CFA, Portfolio Manager to provide a breadth of expertise to their clients.
James' primary role is to provide financial guidance and strategic investment advice. This includes the analysis of market trends, the selection of investment opportunities, and the allocation of assets to help meet specific financial goals. As a Senior Portfolio Manager, James must balance risk and reward, aiming to maximize returns while adhering to the client's risk tolerance and investment objectives. Additionally, James continually monitors and adjusts client portfolios to respond to changing market conditions and client needs, ensuring that the investment strategy remains aligned with long-term objectives.
James Balevicius serves a diverse range of clients including individuals, trusts, corporations, and charities. His approach integrates clients with TD Wealth's comprehensive wealth advisory services, which encompass retirement and cash flow planning, will and estate planning, and insurance needs, engaging TD specialists where needed. This holistic strategy helps ensure that clients receive tailored financial solutions that address both their short- and long-term goals. By combining investment management with broader wealth planning, James helps clients achieve financial confidence, allowing them to focus on what matters most to them.
Administrative Associate
Administrative Associate
As a Administrative Associate, I provide dedicated administrative and specialized support to you, our client, as well as the rest of the team. In my role, I act as the primary contact with regard to account administration and day to day client inquiries or issues. I am committed to delivering legendary client experiences with courtesy, discretion and professionalism.
Administrative Associate
Administrative Associate
As a Administrative Associate, I provide dedicated administrative and specialized support to you, our client, as well as the rest of the team. In my role, I act as the primary contact with regard to account administration and day to day client inquiries or issues. I am committed to delivering legendary client experiences with courtesy, discretion and professionalism.
Administrative Associate
Administrative Associate
As a Administrative Associate, I provide dedicated administrative and specialized support to you, our client, as well as the rest of the team. In my role, I act as the primary contact with regard to account administration and day to day client inquiries or issues. I am committed to delivering legendary client experiences with courtesy, discretion and professionalism.
Administrative Associate
Administrative Associate
As a Administrative Associate, I provide dedicated administrative and specialized support to you, our client, as well as the rest of the team. In my role, I act as the primary contact with regard to account administration and day to day client inquiries or issues. I am committed to delivering legendary client experiences with courtesy, discretion and professionalism.
Additional TD Specialists
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
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Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
