Meet The Team

Senior Portfolio Manager

CFP®

CIM®

Discovering and planning for what truly matters to you
We offer wealth and investment management solutions to a select group of personal and institutional clients.

Our team and the TD specialists we engage have extensive experience working with high-net-worth and ultra-high-net-worth Canadian families and understand their distinct needs – but one size doesn’t fit all. Our team specializes in working with clients who understand the value of tailored service and advice.

What we do
We start by engaging in a balanced discovery conversation. This process harnesses the cutting-edge field of behavioural finance, so that we can better understand your Wealth Personality; what influences your wealth decisions and what matters most to you.

We engage in a unique and collaborative consultation to fully understand your financial needs, priorities and goals. Family, business and experience are all considered. With a deep understanding of your priorities, we can connect you with a core team of TD specialists with expertise in everything from investment, estate and trust planning and philanthropy, to business succession and tax planning.

German

Polish

Private Client Service Associate

Languages Spoken: French, Greek

Denis has worked for the TD organization for over 3 years. He began his TD career as a Personal Banking Associate in retail and over the last two years moved to TD Wealth as a Private Client Service Associate. He previously worked in Montreal under the umbrella organization of Groupe CH for the Montreal Canadiens' AHL affiliate the Laval Rocket. He has always focused on developing strong relationships with people and collaborating with clients in the development of win-win scenarios.

Denis graduated with a Bachelor of Commerce from the John Molson School of Business (Montreal) majoring in Finance. He is trilingual and fluent in English, French and Greek.

Denis lives in Waterloo with his wife Barbara and his two boys. In his free time, he enjoys spending time with his family, playing a round of golf or watching Sunday Football.