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Senior Portfolio Manager
Working together to help you achieve what truly matters to you
2 St. Clair Avenue East 6th Floor Toronto, ON M4T 2T5Map
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.
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
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