Karny Mahil
Senior Portfolio Manager
CFA®
You decide where you want your wealth to take you. We design a path to help get you there.
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Office Location
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As a Senior Portfolio Manager with TD Wealth Private Investment Counsel, I provide discretionary investment counseling solutions and services to private and institutional clients. I began my career as a Senior Financial Planner for a major financial institution; specializing in creating tax efficient portfolios for high net worth business owners. Five years later, I was recruited by one of Canada's largest pension investment management firms to work as an analyst. My previous role focused on high yield dividend portfolios for institutional clients. With over 20 years of financial services and investment experience working closely with individuals and families, estates & trusts, corporations and charitable organizations, I can offer my client:
- Ongoing discovery
- Timely Reporting
- Comprehensive portfolio reviews tailored to you
- A transparent approach to fees
- A relationship manager supported by a team focusing on helping you achieve your goals
Phone
Fax
(604) 482-8427
Certificates
CFA®
Languages
English
Education
Simon Fraser University
Achieve what truly matters to you
Going beyond the financial picture
Getting to know what truly matters to you is our top priority. Applying principles of behavioral finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.
Proprietary Discovery Process
We know that an individual's unique personality impacts the way they make financial and investing decisions so we employ a multi-dimensional client discovery process. The proprietary discovery process that we use applies principles of Behavioral Finance to dig deeper and understand your wealth personality, your goals, your family, and your motivations – because your success can’t be understood with just a set of numbers. I will seek to develop a deep understanding of your unique needs.
Integrated Wealth Approach
We take an integrated approach to help meet those needs. My clients can benefit from my experience in anticipating the complex challenges of growing and protecting wealth. My advice includes thoughtful strategies that consider tax implications, family dynamics, and other priorities.
Dedicated Relationship Manager
As your dedicated relationship manager, I will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself. Through regular contact, I will routinely assess your investment portfolio and goals, ensuring you are introduced to the right specialists at the right time. I will be able to provide you access to specialists across TD Bank Group.
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Money Talk
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Money Talk
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Gearing up for 2024: Tax and rule changes coming in the new year
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Gearing up for 2024: Tax and rule changes coming in the new year
As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
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Federal Budget 2023: What you need to know
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Federal Budget 2023: What you need to know
Ottawa released its 2023 federal budget aimed at building on Canada's green energy transition while addressing cost-of-living concerns. Greg Bonnell speaks with Derek Burleton, Deputy Chief Economist at TD, about the government's effort to balance spending demand with fiscal restraint.
TD Economics
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TD Economics
The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
Monthly Perspectives: The Perfect Gift
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Monthly Perspectives: The Perfect Gift
Read the latest from our Wealth Investment Office
Michael Craig on key investing themes to watch in 2024
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Michael Craig on key investing themes to watch in 2024
As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
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