Senior Portfolio Manager
CFA
Jeet Dhillon is a Senior Portfolio Manager with TD Wealth Private Investment Counsel and has over 25 years of investment industry experience, including investment management, portfolio analysis and product management. She is responsible for the design and delivery of distinctive investment management solutions and services to private clients, corporations, individual pension plans and trusts.
Jeet's primary role is to provide investment counsel to her clients, specifically to develop and implement investment strategies tailored to meet their individual needs. She has the skills required and also draws upon the vast resources available from TD Bank Group to provide her clients with the highest level of service and support in attaining their personal objectives. She creates personalized long-term financial strategies, managing the optimal mix of services for portfolio growth, asset protection and tax efficiency. Jeet also helps her clients to develop fully integrated wealth management solutions by working with TD specialists who have expertise in a variety of wealth planning areas such as trust and estate planning.
Prior to her current position, Jeet worked as Manager, Strategic Initiatives, assisting Senior Portfolio Managers with research and management of high-net-worth client portfolios while also spearheading strategic business initiatives for TD Wealth Private Investment Counsel. The latter included a focus on the training of investment professionals and development of tools and resources for investment and wealth planning for high net worth clients. Jeet's previous responsibilities also included that of Product Manager for TD Mutual Funds (2000 to 2004), Training Consultant with Canada Trust Investment Management Group (1998 to 2000) and Financial Advisor with Canada Trust (1995 to 1998).
Jeet is a Chartered Financial Analyst (CFA) Charterholder and a member of the CFA Institute and the Toronto CFA Society. She graduated from the University of Calgary with a Bachelor of Commerce degree and from Simon Fraser University with a Masters in Business Administration (MBA).
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Portfolio Manager
CFA
About Me
I help high net worth families and organizations plan and achieve their financial goals by constructing a tailored portfolio. I believe in a deep and thorough discovery process to understand what is most important to our clients and make recommendations by balancing our clients’ needs against their behavioural biases.
I have been with TD Bank Group for 10 years and have been working directly with high net worth clients since joining TD Wealth in 2014. I work in partnership with Jeet Dhillon, Senior Portfolio Manager, building long-term relationships with individuals, families, corporations, trusts, endowments and foundations. Providing discretionary investment advice our team takes a holistic approach to managing wealth by developing a comprehensive understanding of your overall financial position. We believe your investment portfolio is a piece of your overall wealth plan and it is our responsibility to identify the gaps. A part of our service comprises of our extended team of wealth professionals at TD Wealth who can provide you with their expertise in their respective areas including, estate planning, business succession, insurance, tax and philanthropic giving. Together, we cover each aspect of your wealth to help ensure that your wealth is being managed prudently and professionally.
Our Philosophy
Our clients' needs and goals are deeply personal.
The investment and wealth plan that will help them achieve those goals must be as distinct as they are. We are equipped to provide tailored advice to help build the future they want — and we can only do that by truly understanding what matters most to them.
Our Clients
Affluent families, professionals, business owners, family estates and trusts, institutions and charitable organizations.
They choose us for our experience in anticipating the complex challenges of growing and protecting wealth, and responding with thoughtful solutions that consider tax implications, family dynamics, and other priorities.
Our Discovery Process
Armed with a deep understanding of your priorities and values, I'll build a team of TD specialists centered around you. And, as your needs evolve, your wealth strategy will evolve with you. I take our relationship with you seriously – that means we'll be in touch with you on an ongoing basis so we can provide you with the information you need for a successful financial future. And when you need advice, we'll be there with a breadth of knowledge and expertise, along with the personalized attention you deserve.
Helping You Achieve Your Vision Of Success
Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That's why we take a unique approach to understanding you, your family and your values. Whether your needs are straightforward or complex, we're dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself.
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 TD specialists at the right time. I will be able to provide you access to specialists across Private Wealth Management and beyond.
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