Steve Zadra, BBA, CPA, FCSI®
Senior Portfolio Manager, Senior Investment Advisor
Steve has over 25 years of experience advising high net worth investors. He and his team have navigated many market cycles successfully throughout his career. Steve believes in an integrated approach leveraging TD Wealth's extensive planning expertise to provide a unique strategy for each client relationship.
As a seasoned Portfolio Manager with a Chartered Professional Accountant designation, Steve maintains high professional and ethical standards in advising business owners and families. Steve also holds the Fellow of the Canadian Securities Institute (FCSI®) designation, which is reserved for professionals demonstrating strong leadership, integrity, commitment, and dedication to their clients and the industry.
Contact
Office: (604) 235-9810
Email: Steve.Zadra@td.com
Mark Heenan, CFP®, CFA
Senior Portfolio Manager, Senior Investment Advisor
Mark has been a Portfolio Manager and Investment Advisor with TD Wealth since 2013. He specializes in investment research, financial planning, insurance strategies, and helping clients navigate important financial decisions. Mark is also an integral member of the team's investment committee, contributing to the portfolio management, research and insights that support our investment strategies.
Prior to advising affluent individuals, families, and business owners, Mark worked in audit with one of the Big Four accounting firms. He earned a Bachelor of Commerce degree from McGill University and holds both the Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®) designations. Outside the office, Mark enjoys spending time with his wife and two young children or scanning the tree line in search of his golf ball.
Contact
Office: (604) 482-2519
Email: Mark.Heenan@td.com
Meet The Team




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Tax and Estate Planner

Tax and Estate Planner

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Estate Planning Advisor

Business Succession Advisor

High Net Worth Planner
