Meet The Team
Senior Portfolio Manager & Senior Investment Advisor
CPA
CFP®
CIM®
Born and raised in Toronto, I moved to Prince Edward Island as a teen. After earning a Bachelor of Business Administration with a major in accounting (UPEI), I returned to Toronto to complete my C.A. designation, following which I held senior positions in management and finance (at an ICI real estate brokerage, a public technology company, and a pension fund). I commenced private-client investment advisory over 20 years ago, joining TD in 2009.
My wife and I moved to Thornhill from Toronto in 2013 with our son and daughter, both of whom now attend university at schools in Ontario. Outside of work and family time, I am an active volunteer (currently Chair of the Board of the historic Heintzman House in Thornhill), and also enjoy playing hockey, golfing, previously coaching hockey, participating in community events, and spending time with family in the Muskoka area.
Please reach out and connect with me with any questions or to learn more. If you know someone who might benefit from what we offer at Private Investment Advice, let me know, or feel free to forward this link to them.
In the role of Associate Portfolio Manager with TD Wealth Private Investment Advice (PIC), I take pride in delivering a high level of personalized service to high net worth individuals, families, small businesses, trusts, and corporate clientele. Our service offering includes portfolio construction and investment solutions, implementation, continual monitoring and timely reporting. When appropriate, I engage TD specialists who can provide expertise on estate planning, business succession planning, insurance and tax planning. I believe that a "full-service" offering best serves my clients' evolving and complex needs at every stage, and through every life event.
TD Private Investment Advice is one of Canada's largest private client money management firms managing over $38 billion in assets (as at Nov 2022). Leveraging the global resources of TD Bank Group, and working closely with a talented group of professionals, I assist my clients build net worth, implement tax-efficient strategies, protect what matters, and leave a legacy.
A graduate of the Ted Rogers School of Business Management (major in Finance, minor in Accounting), I received the Certified Financial Planner® (CFP®) designation in 2020 and am a Chartered Financial Analyst® (CFA®) charterholder as of 2019. I enjoy travelling with my wife Ivana, and actively participating in the Armenian-Canadian cultural community.
For more information on TD Wealth Private Investment Advice or to reach Sam, please call: 905-707-3252, toll-free: 1-800-472-3414 or by email: sam.makdessian@td.com.
Administrative Associate
Administrative Associate
As our Team’s dedicated Administrative Associate, Alyssa aims to provide exceptional service assuming responsibility for the majority of our administrative activities. You may hear from Alyssa with regards to paperwork, transfers, tax reports, or to book an appointment.
Alyssa joined us at TD Wealth Private Investment Advice in Spring 2023 having previously worked at TD Canada Trust for over three years, most recently as a Personal Banker serving the Royal Orchard community. Alyssa brings branch background and knowledge that helps make your banking life easier. As always, if you have any questions or issues with any area of TD's services, please do not hesitate to call us.
Administrative Associate
Administrative Associate
Hilary brings two decades of experience in financial markets, investments and business communications to TD Wealth through past roles as an analyst, investor relations consultant, and sales assistant serving the needs of clients including private investors, public companies, and government agencies. Hilary supports the team in the areas of client communications, financial analysis, and customer service. Hilary is a CFA charterholder and has obtained an MBA (Ivey Business School).
For more information on TD Wealth Private Investment Advice, or TD, or to reach Hilary, please call: 905-707-6026, toll-free: 1-800-472-3414 or by email: hilary.jacob@td.com
