Meet The Team
The Charter Group is part of TD Wealth Private Investment Advice. Our team manages the portfolios, advises clients and handles account service. You have a lead advisor, with other team members involved in investment, planning and service matters.
Investment Leadership
Mark Jasayko, MBA, CFA
Senior Portfolio Manager & Senior Investment Advisor
Mark co-founded The Charter Group and now co-leads the team with Keith Henderson. Both serve on the team’s investment committee.
Mark leads portfolio strategy, asset allocation and security selection for the team’s discretionary model portfolios.
He studies economic conditions, market history and individual investments, asking what they are worth, what could change and where the risks lie.
Mark writes The Charter Group Monthly Letter. It explains his views on the economy and markets, the risks he is watching and the portfolio decisions discussed in each issue.
Mark is a CFA® charterholder and holds an MBA from Pepperdine University and a BBA from Simon Fraser University.
Keith Henderson, BBA, CIM®, CFP®
Associate Portfolio Manager & Senior Investment Advisor
Keith co-leads The Charter Group at TD Wealth Private Investment Advice with Mark Jasayko. Both serve on the team’s investment committee.
Keith works with business owners, professionals and families on their portfolios and financial plans. He helps clients work through decisions about business-sale proceeds, corporate and personal investments, and retirement income. For tax, estate and other specialist questions, he works with clients’ accountants, lawyers and TD specialists.
Keith’s background includes investment advice, financial planning, branch management and business banking. He holds the CFP® and CIM® designations and a BBA from the British Columbia Institute of Technology.
Client Relationships & Planning
Laura O’Connell, CFP®, FMA
Associate Investment Advisor
Laura helps clients develop and review their financial plans, including retirement income, cash needs and estate considerations. She works with the advisory team to revisit those plans when clients’ lives or finances change.
Laura entered the investment industry in 1997 and joined the team in 2006. She holds the CFP® and FMA designations.
Nadia Azam, BA
Associate Investment Advisor
Nadia works with clients on portfolio reviews, wealth planning, estate planning strategies, and investment needs.
Nadia holds a BA in Economics from Simon Fraser University. She has over 20 years of experience in financial services.
Operations & Client Service
Kelsey Sjoberg
Administrative Associate
Kelsey coordinates account administration and day-to-day client service. She helps keep documentation, client requests and follow-up organized, working with the advisors and service team.
Her background includes branch and client administration at investment firms.
Amrit Senghera, BBA
Client Service Associate
Amrit supports account administration, documentation and client service requests. She works with the team to prepare paperwork and follow up on outstanding requirements.
Before joining The Charter Group, Amrit worked in banking and trust services at TD. She holds a BBA from Simon Fraser University and has completed the Canadian Securities Course.
Evan Merrier, BBA (Hons.)
Client Service Associate
Evan supports account administration, documentation and day-to-day client service. His background spans banking and wealth management.
Evan earned a Bachelor of Business Administration from the University of Hawaiʻi at Hilo, graduating with honours. He attended on a scholarship and played collegiate golf. His interest in investing began at a young age.
Working Together
Your lead advisor is your main contact for portfolio reviews and financial decisions. The investment team manages the models, while our service team handles account administration and follow-up. When an issue needs specialist advice, your advisor brings in the appropriate TD specialist or works with your accountant or lawyer.
