With almost 23 years of experience helping clients to navigate through many aspects of their financial lives, Kevin believes he has established himself as a trusted advisor to the families he serves. With a back ground in real estate and an advisory career spanning multiple market cycles, Kevin has gained the expertise and network to manage almost all client circumstances or market conditions. Overseeing a team of 5 he has built a highly effective discretionary practice, as well as working with TD specialists to focus on tax efficiency for both personal and corporate clientele. In collaboration with TD specialists, Kevin can assist his clients with Estate planning, Retirement Planning, Tax-smart philanthropic options & Business succession planning.
With more than a decade of experience helping his clients navigate their financial lives, Gerson D'souza has determined himself as a trusted advisor to the families he serves. Working with TD Specialists, he and his team provide comprehensive advice on tax-efficient investments, estate planning, and retirement planning.
Our team approach helps us to deliver our collective experience to our clients every day. Please contact us to find out more about how we help our clients reach their goals.
Rita has experience in retail and Private banking and is proud to have worked at TD for over 10 years. She was excited to join the Daley Group and complete coursework in the investment industry including the CSC and CPH.
As a Client Service Associate, Rita provides dedicated administrative and specialized support to the teams clients. She enjoys helping clients meet their goals in the world of investing!
On a personal note, Rita loves attending live theater, artist tribute shows, and trying exciting new recipes!
By choosing TD Privately Managed Portfolios offered through TD Wealth Private Investment Advice, you will work closely with a dedicated Portfolio Manager who will listen to your needs and deliver tailored wealth management strategies aligned to your individual financial goals.
