Senior Portfolio Manager
CFA®
With over 25 years of investment experience, Jason provides a high level of personalized service for our clients. He works with a talented group of TD specialists and has complete access to their expertise as well as the vast resources of TD Bank Group.
Jason’s role is to create a fully integrated and comprehensive plan for our clients by ensuring that the appropriate specialists are brought in when required to apply their specialized knowledge to a particular situation. This can range from investment management to estate planning, to credit and insurance needs. This collaboration is crucial to our clients’ evolving needs, from the accumulation of wealth to its preservation and transitioning through every stage of their life.
Jason is a graduate of Concordia University's John Molson School of Business, where he earned a Bachelor of Commerce degree and lectured part-time for seven years on the theoretical and practical aspects of investment management. He is fluent in English and French, holds the Chartered Financial Analyst (CFA) designation, and has completed the Canadian Securities, Futures and Options Trading and Canadian Commodity Supervisors Courses. Jason is also a member in good standing with the CFA Institute.
Jason is part of The McCarthy-Cruz Group.
The McCarthy-Cruz Group is part of TD Wealth Private Investment Counsel, who represents the products and services of TD Waterhouse Private Investment Counsel Inc., a subsidiary of The Toronto-Dominion Bank.
English
French
Associate Portfolio Manager
Associate Portfolio Manager
With over 10 years of financial services and investment experience, Braydon is actively focused on providing a high level of service to our clients with regular capital market updates and detailed performance reviews.
Braydon and the team work with a talented group of TD specialists and have complete access to their expertise and the resources of TD Wealth and the TD Bank Group. Braydon's role is to create a fully integrated and comprehensive plan for our high net worth clients by ensuring that the appropriate TD specialists are brought in when required to provide their specialized knowledge to a particular situation. This can range from investment management, estate planning, credit services and insurance needs. This collaboration is crucial to our clients evolving needs, from the accumulation of wealth to its preservation and transitioning through every stage of their life.
Braydon holds the Chartered Investment Manager (CIM®), Certified International Wealth Manager (CIWM) and Fellow of Canadian Securities Institute (FCSI®) designations through the Canadian Securities Institute.
Private Client Service Associate
Private Client Service Associate
As a Client Service Associate, Rady works closely with the team to provide gold-standard service to our clients. She assists clients with day to day tasks and aids in the preparation of comprehensive wealth plans. She strives to provide our clients with a legendary client experience through sound operational execution. She is easy to deal with and enjoys proactively reaching out to our clients with updates.
Private Client Service Associate
Private Client Service Associate
As a Client Service Associate, Layal provides dedicated administrative support to our clients, as well as the rest of the team. In her role, she acts as the contact for account administration and day-to-day client inquiries. Layal is committed to delivering legendary client experiences with each and every interaction.
Private Client Service Associate
Private Client Service Associate
As a Client Service Associate, Tracey provides dedicated administrative support to our clients, as well as the rest of the team. In her role, she acts as the contact for account administration and day-to-day client inquiries. Tracey is committed to courtesy, discretion, and professionalism in her interactions.
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Business Succession Advisor
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
