As a Portfolio Manager, I understand the unique needs of High-Net-Worth individuals and families. I can provide investment offerings that are supported by the high caliber and rigor that TD Asset Management Inc. uses with pension funds and foundations. I am committed to building a relationship with trust and confidence and can provide you with access to specialists across TD.
I have been working in the financial services industry since 2004, with a focus on fostering strong client relationships and helping customers achieve their financial goals.
I hold a Bachelors degree in Commerce (Honours) from the Asper School of Business, University of Manitoba. I also hold the CHARTERED FINANCIAL ANALYST® (CFA®) designation and CERTIFIED FINANCIAL PLANNER® (CFP®) certification offered by the CFA Institute and FP Canada, respectively.
The Client Journey
We pride ourselves on understanding you and your priorities. As a client, your journey starts with a discovery session that establishes a deep understanding of who you are by actively listening and gathering information on your individual goals and vision. The insight we gain from working with you is the basis on which we design your wealth strategy. We believe that developing a personalized wealth strategy is a key component to your financial success.
After the initial discovery session, we craft a custom wealth plan which can include investment management, retirement planning, tax-efficient strategies, risk mitigation, estate planning and philanthropic goals. Whether you are making a life transition or planning for the future, working with us brings a sense of financial well-being.
Discretionary Portfolio Management
Our investment offering is supported by the same proven methods and strategies at TD Asset Management (TDAM), which are used to counsel some of the largest pension funds and foundations in Canada.
Our disciplined asset allocation goes beyond the traditional to focus on your goals through risk-based allocation. Using a rigorous portfolio construction process, we aim to minimize your exposure to market downturns by incorporating innovative new sources of returns that are less reliant on market direction.
The Client Experience
As Portfolio Managers, we have a duty to act in your best interest with unbiased objectivity. We are held to a higher standard of ethics and oversight – a responsibility we never take lightly.
In addition, our team is committed to service excellence, transparency and effective cost control. We are available and responsive; clients regularly turn to us to for straightforward, direct and thoughtful answers to their questions and concerns. In short, we are their go-to resource for every critical financial decision they make – from investment management, to retirement and estate-planning strategies.
As my client, you can expect:
- Ongoing discovery
- Timely reporting
- Regular portfolio reviews
- Investment Policy Statement
- Investment Planning
- A transparent approach to fees
- Continuing education to stay relevant and informed to best advise you
Collaboration with TD specialists on goals-based planning
We also work closely with a network of TD specialists to draw upon the vast resources of the TD Bank Group, when appropriate, to bring you tailored high net worth planning solutions.
Our Clientele is Truly Diverse:
- Professionals (medical doctors, dentists, engineers, accountants, lawyers)
- Business owners and entrepreneurs
- High-net-worth families and individuals
- Foundations and not-for-profit organizations
- Farm and land owners
- Estates & trusts
- Lottery winners
Reach out to get more information about our comprehensive wealth offering.
I look forward to working with you!
- Christian Tchir, CFA, CFP