Aly Alladina
Portfolio Manager
CFA
Working together to help you achieve what truly matters to you
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As a Portfolio Manager at TD Wealth Private Investment Counsel, I bring over 20 years of discretionary investment management experience working with institutional pension plans, corporations, mutual funds and families. I am completely focused on leveraging the substantial resources of TD to build a customized wealth plan specifically tailored to your unique preferences.
A Boutique Offering
At TD Wealth Private Investment Counsel, we work with individuals, families, and business owners by offering institutional calibre investment management capabilities combined with customized wealth planning expertise. By bringing together knowledgeable and experienced industry specialists as part of our comprehensive wealth solution, we've created the conditions for you to reach your financial goals.
We manage over $33.8 Billion in assets as of the end of December 2020 and we apply the same investment discipline and rigour to your personal portfolio that TD Asset Management (TDAM) apply to their pension fund, endowment, foundation and corporate clients.
Innovative Solutions
Alternative investments as an asset class, previously only available to institutional investors, are now also accessible to our high net worth clients. TDAM's new alternative investments are focused on providing exposure to the Private Market Space.
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Certificates
CFA
Languages
English
Education
Chartered Financial Analyst (CFA)
Achieve what truly matters to you
Our Solutions
Investment Planning
Retirement Planning
Transfer of Wealth
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
What We Do
What to expect when working with us
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Personalized Strategies
Get holistic wealth management strategies tailored to your goals with exceptional investment management expertise.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
Our Clients
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
Healthcare Practitioners
As you develop your career as a physician or dentist, beginning with medical or dental school, through your residency and specialization training—on to being part of your own practice and retirement, TD is here to help with professional financial services for every step of your professional journey.
Asian Segment
Whether you are new to Canada or established Asian Canadians, we have colleagues who understand your unique financial needs, and the tools and resources to help you with your real estate lending, investment solutions, retirement planning, estate and trust planning, as well as philanthropic giving, business expansion, succession, and tax planning.
Multi-Generational Family
You've worked hard to build your net worth and we understand how important it is to protect what you've built for generations to come. To help you navigate the myriad challenges of preserving wealth across multiple generations, we can create a plan that is tailored to your specific needs and values.
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