Portfolio Manager & Investment Advisor
CIM®
MBA
As a Portfolio Manager, I understand the unique needs of High Net Worth individuals and families. I can provide investment offerings that are supported by the high caliber and rigour that TD Asset Management Inc. uses with pension funds and foundations. I am committed to building a relationship with trust and confidence and can provide you with access to specialists across TD.
French
English
Portfolio Manager & Investment Advisor
CIM®
Pl.fin.
MBA
Mr. Vy Nguyen is the Portfolio Manager with The Nguyen Pelletier Group at TD Wealth Private Investment Advice.
He is a wealth management veteran with over 33 years of experience, including wealth management, financial planning, coaching, and leading high-performing teams of investment professionals. He has used this experience to help his clients
achieve better results for themselves and their families. He holds the Chartered Investment Manager (CIM®) designation from the Canadian Securities Institute (CSI), the Financial Planner designation from the Institut québécois de planification financière (IQPF), and a Master of Business Administration (MBA) from the Université de Sherbrooke. For the past 16 years, Vy has advised and provided portfolio management services to high-net-worth individuals and their families for Canadian and European private banks and wealth management firms. He is recognized by his peers as an excellent communicator. He has led financial education seminars and presentations to communities across Quebec.
Vy has a very positive attitude and is a solutions-oriented individual. He has been involved in his community for many years and has served on the boards of numerous charitable organizations. Vy now sits on the boards of the Montreal Museum of Fine Arts Foundation and the Collège Sainte-Anne Foundation. Vy has a lifelong passion for the visual arts. He is the ambassador for the TD Wealth Art Collection and promotes the collection's unique attributes to the community.
On a personal note, Vy is the father of three beautiful children and participates in numerous sports throughout the year, including alpine skiing and triathlon. For him, it is important to share his values with his clients: family, health, and integrity.
The Nguyen Pelletier Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
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Additional TD Specialists
Trust Officer
Trust Officer
Your experienced Trust Officer will provide a full-range of Estate and Trust services including supporting you with Will and Power of Attorney for property (POA) planning needs, when you are interested in appointing a Professional Corporate Executor or Attorney. We will also explain how we can assist you if you are acting in these roles. Our team is focused on building a long lasting relationship with you and your family in order to assist in the management of your financial and estate plans throughout the accumulation, preservation and transition periods. You are the architect of your legacy - we can help with the blueprint.
Associate Director, Private Giving Foundation, Philanthropic Advisory Services
Associate Director, Private Giving Foundation, Philanthropic Advisory Services
Jess Merber is the Associate Director, Private Giving Foundation, Philanthropic Advisory Services, TD Wealth.
As part of the leadership team, she works with multi-generational families to help them maximize their philanthropic impact and establish tax-efficient charitable legacies as part of their financial and estate plans. She speaks to clients and advisors across the country on the topics of philanthropy and charitable giving, with a focus on women and families.
Jess is trained in reputation management, mediation, and conflict management. She holds the Family Enterprise Advisor designation among her credentials.
Jess believes in service and has been recognized by the Ontario Government for her volunteer efforts. She served as Director and Chair of the Board of ACCESS Community Capital Fund, a Toronto non-profit organization dedicated to alleviating poverty through microloans, business training and mentoring. She is a member of the Waterfront Toronto PlayPark Campaign cabinet and has been a TD Ready Commitment Ambassador since the program started in 2019.
Wealth Planning Specialist
Wealth Planning Specialist
As a Wealth Planning Specialist on the TD Wealth Advisory Services team, I work collaboratively
with TD Advisors to assist clients in developing a Wealth Plan that is tailored to their goals and
reflects their vision for the future. I work with clients to provide comprehensive wealth strategies,
including determining retirement income needs, identifying tax and estate planning
considerations, leveraging personal life insurance strategies, and identifying tax-efficient
charitable giving strategies.
Vice President, Philanthropic Advisory Services
Vice President, Philanthropic Advisory Services
If you're looking for a way to plan your giving more effectively and create a lasting legacy to support the charities that matter most to you, our philanthropic services provide access to the Private Giving Foundation, the first donor-advised fund program launched by a financial institution in Canada. Our TD specialist will work one-on-one with you and your family to incorporate philanthropy into your overall estate and wealth plans, and help you create a legacy that is meaningful to you.