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.
