Atif Riaz, Portfolio Manager,Burlington, ON

Phone

Office

Office Location

5515 North Service Road Suite 400 Burlington, ON L7L 6G4. map

Welcome! I'm Atif Riaz, an Associate Portfolio Manager with TD Wealth Private Investment Counsel. As a CFA Level 3 candidate with over 8 years of experience at TD, I bring a wealth of knowledge and expertise to guide you on your financial journey.

Having worked extensively within the financial industry, I understand the importance of personalized strategies. My background at TD has provided me with a deep understanding of various investment products, risk management techniques, and market dynamics.

Combining my experience with my background in psychology and economics, I take a comprehensive approach to wealth management. I believe that successful investing goes beyond crunching numbers - it involves understanding the human side of the equation. By considering both the rational and emotional aspects of investing, I can craft strategies that not only align with your financial objectives but also address your unique psychological and behavioral factors.

Building a strong relationship with my clients is important to me. I take the time to listen attentively, understanding your financial aspirations, concerns, and future plans. Together, we'll design a tailored investment plan that reflects your risk tolerance, time horizon, and long-term goals.

Staying ahead of market trends is crucial in today's rapidly changing financial landscape. I stay informed about the latest industry developments, economic indicators, and investment opportunities. By leveraging this knowledge, I can provide you with timely advice and insights to maximize your investment potential.

Let's work together to achieve financial success. Explore the range of portfolio management services I offer, and let's create a roadmap that leads you towards your desired financial outcomes. Contact me today, and let's embark on this rewarding journey together.

Helping achieve what truly matters to you and your family.

Our wealth solutions focus on four key areas in order to ensure you receive a personalized wealth plan you can feel confident in.

Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.

Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.

Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.

Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.

Our Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

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Personalized Strategies
Portfolio Management
Retirement Planning
Will and Estate Planning

Achieve what truly matters to you

We offer wealth and investment management solutions to a select group of clients. Our specialists have extensive experience working with high-net-worth and ultra-high-net-worth Canadian individuals and families and we understand their distinct needs. We also understand that one size doesn't fit all, and that personalizing your wealth strategy involves taking the time to really get to know you and your vision for the future.

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Personalized Strategies

Get holistic wealth management strategies tailored to your goals with exceptional investment management expertise.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Thought Leadership

TDAM: The Risks of Emotional Investing and How to Avoid Them

Many investors let their emotions guide their investment decisions, which may lead them to buy or sell at inopportune times. Emotionally-driven decisions can have a significant impact on your portfolio. Read more here.

WIO: Quarterly Market Review | Q1

Everything you need to know about the quarter that was on April 4, 2024. Read more here.

A Behavioural Perspective On Risk

Watch Lisa Brenneman, Head of Behavioural Finance at TD Wealth & Laura Goodyear, Research Associate at BEAR, as they discuss the findings from TD Wealth's latest research that examines the behavioural and psychological factors that may impact a person's willingness to take financial and investment risk.

Helping achieve what truly matters to you and your family.

Our Solutions

Your investment portfolio should be structured to help you reach your goals. Our advisor managed offering is an option that leaves the daily investment decision-making to us, so you’re free to focus on your other priorities.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.