Tom Stevenson

Shereen's investment experience is based on a variety of Senior roles she has performed within TD Wealth and at other firms (Toronto and Ottawa) prior to joining TD Wealth Private Investment Advice. 

Drawing on deep industry knowledge gained from 25 years in the financial services industry – which includes considerable professional experience working with business owners and charities – Shereen provides comprehensive portfolio and wealth management solutions to clients. 

Shereen's objective is to help clients secure the lives they wish to lead. By addressing the challenges clients face, and addressing them with a well thought out plan of action she strives to make her clients feel confident that they are firmly in control of their financial affairs. 

Shereen began her career at Midland Walwyn in 1994 and holds her Certified Financial Planner (CPF^®) designation, Canadian Investment Manager (CIM^®) designation and is a Fellow of the Canadian Securities Institute (FCSI^®) enabling her to provide the highest level of comprehensive servicing possible to clients. A member of the Investment Management Consultants Association of Canada (Investments and Wealth Institute), Shereen is an Honours Graduate from the University of Western Ontario (1994). 

Outside of the office, Shereen enjoys spending time with her husband Paul and two children, Chloé and Zachary. She has been active on parental boards in the past and is currently volunteering her time to causes that support the needs of women and children. She loves to cook, ski, run and hike and can often be found outdoors on weekend mornings.

Working tirelessly to help clients achieve strong and stable investment growth on their assets through a variety of market conditions. This, above all, is the reputation Don developed during his 20 year career in the investment and wealth management industry. 

As a result of his experience working with a prominent Canadian company, combined with his deep knowledge of retail banking, Don believes he is qualified to help clients achieve their financial objectives through the various stages of their lives. 

Investment strategy and portfolio management, portfolio tax efficiency, income planning, retirement and estate planning strategy. These are the areas of financial expertise Don brings to the relationships he builds with his clients. 

Client confidence and trust, Don believes, are the central ingredients of any successful long term client/advisor relationship. They represent the personal foundation upon which successful and enduring wealth building is based. 

Married with two adult children, Don is an enthusiastic golfer. He uses his passion for the sport as a reason to take an occasional winter getaway when the pressure of work permits it. For the past several years, Don has been an active volunteer with the Leitrim and Gloucester Hockey Associations.

Poised, capable and cool-headed, Tina's professional focus is on client relationship management. Typically, Tina is the first line of contact for the clients of our practice and the primary go-to person for their expectations and needs. Tina brings 24 years of investment industry experience to her role at Lifetime Wealth Advisory Group, the last 19 of them with TD Wealth. 

In addition to her commitment to the delivery of exceptional service standards, Tina has the investment experience necessary to understand, accommodate and act upon – often complex, and sometimes demanding – client requests. 

Designations – Financial Management Advisor (FMA) (2006), Certified Retirement Specialist (2012), Fellow of the Canadian Securities Institute (FCSI^®) (2009). Tina is also a Life Insurance Advisor with TD Wealth Insurance Services. 

Tina has a passion for travel which she shares with her husband, Russ. Tina hikes, loves the theatre, and is an accomplished cook.

Miranda represents the core of the administrative services our practice delivers. With TD Wealth Private Investment Advice for the past two years, she brings an outstanding level of professionalism and enthusiasm to the day-to-day organizational efficiency of Lifetime Wealth Advisory Group. In addition to her administrative responsibilities, she is an invaluable asset to our group during tax season, fielding enquiries and sourcing solutions. 

A graduate of Algonquin College, where she earned a diploma in Business Administration, Miranda is an avid outdoor enthusiast. Snowmobiling in winter and four wheeling in summer are just two of her primary outdoor pursuits. Miranda's other enthusiasms include travel and taking early morning hikes with her dog Sadie and boyfriend Nick – a talented photographer – to catch the perfect sunrise.