Meet The Team
Portfolio Manager
Investment Advisor
Portfolio Manager
Investment Advisor
Over the past two decades, Stephen Nelson has dedicated himself to establishing a disciplined and discreet wealth management practice within TD Wealth. His methodical approach to risk management is evident in the portfolios he creates for all his clients. He mitigates risk by applying a combination of uncorrelated strategies, including but not limited to: alternative investment products, options, special situations and long/short strategies.
Through years of building relationships with his clients, Stephen has become highly skilled in meeting the specialized needs of high-net-worth entrepreneurs, professional athletes, family foundations, and public company executives. In an effort to ensure that close client relationships are continually fostered, Stephen focuses primarily on families with investable assets in excess of $10 million and utilizes a combination of customized discretionary and non-discretionary investment management strategies along with tax and insurance strategies. In early 2015, Stephen took his wealth management practice to a new level by expanding his team to align with Amyn Juma, Portfolio Manager and Investment Advisor with TD Wealth Private Investment Advice. Stephen now leads a highly talented team of ten and is responsible for over $4 billion in investment assets as of November 2022.
As a husband and father of four, Stephen has focused his philanthropic efforts on children’s needs. He has raised over $1,000,000 to date for Holland Bloorview Kids Rehabilitation Hospital Foundation, which is one of Canada’s largest children’s rehabilitation teaching hospital.
Stephen has an Economics Degree from the University of Western Ontario and lives with his family in Toronto.
The Nelson Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
English
Investment Advisor
B. Comm
Amyn Juma has integrated his passion for investments, empathy for people and global perspective to help create an exceptional wealth management experience for his clients. His name translates to “trustworthy” and Amyn places his clients’ interests above all else. He finds it rewarding to share his investment knowledge to help people achieve their goals.
Amyn’s fascination with the markets began when he started analyzing financial documents and studying trends in global marketplaces at a young age. Amyn studied finance at Ryerson University, completed his Commerce Degree, and joined TD in 2005. He is licensed to perform equity and options trading, has access to alternative investment strategies, and places risk management at the forefront of all client decisions. Amyn annually selects his charity of choice to honour his clients when supporting the TD United Way Campaign. He also volunteers to provide food to the homeless in downtown Toronto and teaches new Canadians financial literacy.
English
Client Service Associate
Client Service Associate
Administrative Associate
Administrative Associate