West Georgia Wealth, Investment Advisor,Vancouver, BC

Steve Zadra, BBA, CPA, FCSI®

Senior Portfolio Manager, Senior Investment Advisor

Steve has over 25 years of experience advising high net worth investors. His former employers, National Bank Financial and HSBC, recognized him as one of their most dedicated financial advisors. In early 2018, Steve moved to TD Wealth Private Investment Advice. Steve collaborates with TD specialists to offer investment management, wealth planning and related tax, retirement, estate, and business succession strategies in the wealth solutions he provides.

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 working as an Investment Advisor with TD Wealth Private Investment Advice for over a decade. His main responsibilities include conducting investment research, financial planning, implementing insurance strategies, and developing relationships with high-net-worth clients. Mark is an important member of the team's investment committee, offering insights and research to aid in investment decisions.

Before working with affluent individuals, families, and business owners, Mark was employed as an audit professional at one of the Big Four accounting firms. He holds a Bachelor of Commerce degree from McGill University and the Certified Financial Planner (CFP®) designation, and is also a Chartered Financial Analyst (CFA®) charterholder, which is a globally recognized designation for investment professionals.

Contact
Office: (604) 482-2519
Email: Mark.Heenan@td.com