Doris Chan, Portfolio Manager,Toronto, ON

Phone

Office

Office Location

2 St. Clair Avenue East 6th Floor Toronto, ON M4T 2T5. map

As a 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 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 and the YWCA Toronto.

Certificates

CFA

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.

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

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Investment Planning
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Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

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Investment planning is one of our key strengths and the cornerstone of every wealth strategy

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For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Nick & Justina – Business owners teaming up with TD Wealth

Polly – Moving forward with the right financial plan