Meet The Team
Portfolio Manager & Investment Advisor
CPA
CFA
CFP®
Youtaz has been a discretionary Portfolio Manager for over 24 years and has specialized in the investment industry for over 28 years. She focuses on providing customized solutions that meet the distinctive needs of affluent individuals & their families, as well as business & not-for-profit organizations and estates & trusts in Canada. Through in-depth discussions, she develops a wealth management strategy
that encompasses all aspects of financial management, tax & succession planning, retirement & estate planning, charitable giving and risk management, engaging TD specialists when necessary.
Youtaz has earned the following professional designations: Chartered Professional Accountant, Chartered Accountant (CPA, CA) in 1992, and became a Chartered Financial Analyst (CFA®) charterholder in 1996, an accreditation recognized globally for integrity and competence in Portfolio Management. She also holds the Certified Financial Planner (CFP®) designation.
Associate Portfolio Manager & Investment Advisor
CFA
Michael has 15 years' experience helping Canadian families, businesses and not-forprofits develop bespoke wealth management strategies. He is a CFA Charterholder and a member of the CFA Society Toronto Private Wealth Management Committee. Michael is a graduate of the Richard Ivey School of Business.
Michael sits on the board of directors of Business in the Streets, a Canadian charity focused on fostering entrepreneurship amongst underserved and underrepresented youth. He also volunteered as a Financial Empowerment Speaker with Woodgreen Community Services, where he led financial literacy workshops in unhoused shelters and community centers across the GTA.
