Meet The Team
Senior Portfolio Manager
CFA
I have been employed with TD Wealth Private Investment Counsel since 2006, and joined our Calgary office in early 2010. Before joining TD Wealth, I was a Trading Analyst with Russell Investments Canada. Prior to beginning my professional career, I attended the Stockholm School of Economics in Stockholm, Sweden, where I earned a Master's degree (major in finance). I hold a Bachelor's degree (major in economics) from Glendon College, York University, in Toronto.
As a CFA charterholder, I am a member of CFA Institute and the Calgary CFA Society. I am also a member of Advocis, the Financial Advisors Association of Canada.
In my free time, I enjoy spending time with my family, and staying active. I enjoy training jiu-jitsu, skiing and biking, and hiking with my dog in Alberta's mountains. I am a member of the Canadian Ski Instructors Alliance, the Canadian Ski Coaches Federation, and currently serve as volunteer Treasurer on the Board of Directors of the Nakiska Alpine Ski Association.
Fundamentally, my approach to wealth management is straight-forward: I favour the simple over the complex; a lower-risk approach over a more volatile one. I hope to provide you with the freedom and financial confidence that comes with experienced, personal, and professional investment management. I look forward to the opportunity to work with you and your family.
Private Client Service Associate
Private Client Service Associate
Eugene joined TD Wealth Private Investment Counsel in the Spring of 2019 and has been with TD Bank Group for more than 15 years. His previous positions include Financial Advisor with TD Canada Trust and Private Client Service Associate with TD Wealth Private Banking. In his current role, Eugene strives to serve clients at the highest level and acts as a secondary contact for Portfolio Managers. He assists with the preparation of customer portfolio reviews, handling clients cash transfers, remittance requests, and administrative account duties.
Eugene is a graduate of the University of Calgary (B.A. – English / Management Minor.). As well, he has completed the Investment Funds in Canada, the Canadian Securities Course and Professional Financial Planning Course (PFPC).
Client Relationship Associate
Client Relationship Associate
Samita Sahai joined TD Wealth Private Investment Counsel in January 2019. Prior to joining TD Wealth, she was a Personal Banking Associate with TD Canada Trust where she started in 2016.
In her current role, she acts as a secondary contact to the Portfolio Manager for client relationships assisting with business management, investment wealth planning and analytical account duties. As the lead of our client communication strategy, her role encompasses reaching out to clients to make sure we have a thorough understanding of what is important to you so we can personalize your investment portfolios and make updates as changes occur. Her team focus is continuous process improvements & team efficiency.
Samita holds a Master's degree in Economics from the University of Delhi, India. She has also completed the Canadian Securities Course, Life License Qualification Program, Investment funds in Canada Course & the Wealth Management Essentials Course.
