Meet The Team
Associate Portfolio Manager
Associate Portfolio Manager
With over 20 years of experience, I specialize in guiding individuals, families, estates, trusts, and organizations through comprehensive financial strategies designed to protect and grow their wealth.
Since joining TD Wealth in 2013—and more recently transitioning to TD Wealth Private Investment Counsel in 2023—I have focused on delivering tailored, integrated solutions that align with each client’s financial objectives. My approach combines disciplined investment management with holistic planning, ensuring that portfolios are optimized for long-term growth and risk-adjusted returns.
I am particularly skilled at helping clients navigate major life transitions, such as retirement, divorce, downsizing, or succession planning. I take pride in fostering trusted relationships and developing strategies that empower clients, with a strong focus on supporting women through financial decision-making.
Holding both the Certified Financial Planner® (CFP®) and Chartered Investment Manager® (CIM®) designations, I am committed to continuous learning and hold the distinction of Fellow of the Canadian Securities Institute (FCSI). Because the financial planning aspect of wealth management is an important part of my practice, I collaborate closely with TD specialists to provide expertise in estate planning, business succession, and insurance, offering clients a full spectrum of wealth management services.
A graduate of the University of Calgary with a degree in Economics, I have deep roots in the Calgary community. From an early age, finance and investing were regular topics of conversation in my family, shaping my passion for wealth management and financial planning. Outside of my professional life, I am the proud mother of three independent young adults and actively support non-profits focused on mental health and addiction.
I welcome the opportunity to understand your financial goals and explore how I can help create a path forward with our simplified wealth management process.
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.
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).
