As a Vice President, Senior Portfolio Manager, Doris provides investment management solutions and services to private clients, corporations, charities and trusts. She has over 20 years of investment management experience, initially beginning her career on Wall Street in New York.
Doris works with a talented team of TD specialists who develop strategies that go beyond investment management to assist clients in building a financial roadmap that incorporates tax planning, estate planning, business succession planning and insurance solutions. She creates a fully integrated and comprehensive plan for each client by engaging the appropriate specialists as required to apply their specialized knowledge to a particular situation. This experienced group of specialists is available when needed to help clients develop strategies best suited for their needs. As client needs evolve, Doris works with these specialists to address both simple and complex planning issues.
Doris is a CFA charter holder and a member of the CFA Institute and the Toronto CFA Society. She is a member of the Board of Directors of the Toronto Symphony Orchestra, the McMichael Canadian Art Collection Foundation, the YWCA Toronto, and the TD Private Giving Foundation*.
*The services of the Private Giving Foundation, an independent, non-profit charitable corporation, are offered in co- operation with TD Wealth.