Meet The Team
Senior Portfolio Manager & Senior Investment Advisor
CFA®
With over 25 years of investment experience, Jason provides a high level of personalized service for our clients. He works with a talented group of TD specialists and has complete access to their expertise as well as the vast resources of TD Bank Group.
Jason’s role is to create a fully integrated and comprehensive plan for our clients by ensuring that the appropriate specialists are brought in when required to apply their specialized knowledge to a particular situation. This can range from investment management to estate planning, to credit and insurance needs. This collaboration is crucial to our clients’ evolving needs, from the accumulation of wealth to its preservation and transitioning through every stage of their life.
Jason is a graduate of Concordia University's John Molson School of Business, where he earned a Bachelor of Commerce degree and lectured part-time for seven years on the theoretical and practical aspects of investment management. He is fluent in English and French, is a Chartered Financial Analyst® (CFA®) charterholder, and has completed the Canadian Securities, Futures and Options Trading and Canadian Commodity Supervisors Courses. Jason is also a member in good standing with the CFA Institute.
Jason is part of The McCarthy Meabry Group.
The McCarthy Meabry Group is part of TD Wealth Private Investment Advice, who represents the products and services of TD Waterhouse Private Investment Advice Inc., a subsidiary of The Toronto-Dominion Bank.
English
French
Portfolio Manager & Investment Advisor
CIM®
CIWM
FCSI®
With more than 14 years of experience in financial services and investment management, Braydon is committed to providing clients with highly personalized advice and service. His approach combines regular capital market insights, comprehensive portfolio reviews, and ongoing guidance tailored to each client’s objectives and evolving financial needs.
Braydon and his team work closely with a network of TD specialists, drawing on the breadth of expertise and resources across TD Wealth and TD Bank Group. He focuses on developing integrated wealth strategies for high-net-worth clients, coordinating with specialists as appropriate to address the broader and often complex considerations that accompany significant wealth.
Through this collaborative approach, clients benefit from specialized advice across investment management, business succession planning, estate planning, credit solutions, and insurance. The objective is to provide a coordinated approach to wealth management that supports clients through each stage of their financial journey, from building and preserving wealth to retirement, business succession, estate planning, and the transfer of wealth to future generations.
Braydon holds the Chartered Investment Manager (CIM®), Certified International Wealth Manager (CIWM) and Fellow of Canadian Securities Institute (FCSI®) designations offered through the Canadian Securities Institute.
Braydon is part of The McCarthy Meabry Group.
The McCarthy Meabry Group is part of TD Wealth Private Investment Advice, who represents the products and services of TD Waterhouse Private Investment Advice Inc., a subsidiary of The Toronto-Dominion Bank.
Investment Advisor
Investment Advisor
As an Investment Advisor, my mandate is to help you preserve and grow your wealth through tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. I will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals.
Client Relationship Associate
CIM®
As a Client Relationship Associate, Rady works closely with the team to provide gold-standard service to our clients. She assists clients with day to day tasks and aids in the preparation of comprehensive wealth plans. She strives to provide our clients with a legendary client experience through sound operational execution. She is easy to deal with and enjoys proactively reaching out to our clients with updates.
Client Service Associate
Client Service Associate
As a Client Service Associate, Tracey provides dedicated administrative and specialized support to you, our client, as well as the rest of the team. In her role, she acts as the primary contact with regard to account administration and day to day client inquiries or issues. She is committed to delivering legendary client experiences with courtesy, discretion and professionalism.
Administrative Associate
Administrative Associate
As an Administrative Associate, Le Mai acts as the primary contact with regards to account administration and owns all clerical and administrative functions to support our investment advisors/portfolio managers practice.
Administrative Associate
Administrative Associate
As an Administrative Associate, Zeher acts as the primary contact with regards to account administration and owns all clerical and administrative functions to support our investment advisors/portfolio managers practice.