Senior Portfolio Manager
CFA®
CIM
FCSI®
With over 23 years of financial services and investment experience, Carlos is actively focused on providing comprehensive wealth management solutions to individuals and families, estates & trusts, and charitable and business organizations.
As a Senior Portfolio Manager with TD Wealth Private Investment Counsel, he provides a high level of personalized service for his clients. He works with a talented group of TD specialists and has complete access to their expertise and the resources at TD Bank Group.
Carlos' role is to create a fully integrated and comprehensive plan for his clients, by ensuring that the appropriate TD specialists are brought in when required, to apply their knowledge to complex situations. This can range from investment management, to estate planning, and to credit and insurance needs. This collaboration is crucial to his client's evolving needs from the accumulation of wealth to the preservation and transitioning of their wealth through every stage of their life.
Carlos holds the Chartered Financial Analyst® (CFA®), Chartered Investment Manager (CIM®) and Fellow of the Canadian Securities Institute (FCSI®) designations. He graduated from the University of Lethbridge with a Bachelor of Management (Accounting) degree and completed his Executive Masters in Business Administration at the University of Alberta.
English
Associate Portfolio Manager
Associate Portfolio Manager
With over 10 years of financial services and investment experience, Braydon is actively focused on providing a high level of service to our clients with regular capital market updates and detailed performance reviews.
Braydon and the team work with a talented group of TD specialists and have complete access to their expertise and the resources of TD Wealth and the TD Bank Group. Braydon's role is to create a fully integrated and comprehensive plan for our high net worth clients by ensuring that the appropriate TD specialists are brought in when required to provide their specialized knowledge to a particular situation. This can range from investment management, estate planning, credit services and insurance needs. This collaboration is crucial to our clients evolving needs, from the accumulation of wealth to its preservation and transitioning through every stage of their life.
Braydon holds the Chartered Investment Manager (CIM®), Certified International Wealth Manager (CIWM) and Fellow of Canadian Securities Institute (FCSI®) designations through the Canadian Securities Institute.
Private Client Service Associate
Private Client Service Associate
As a Private Client Service Associate, Rady works closely with the team to provide gold-standard service to our clients. She assists clients with day to day tasks and aids in the preparation of comprehensive wealth plans. She strives to provide our clients with a legendary client experience through sound operational execution. She is easy to deal with and enjoys proactively reaching out to our clients with updates.
Private Client Service Associate
Private Client Service Associate
As a Private Client Service Associate, Layal provides dedicated administrative support to our clients, as well as the rest of the team. In her role, she acts as the contact for account administration and day-to-day client inquiries. Layal is committed to delivering legendary client experiences with each and every interaction.
Private Client Service Associate
Private Client Service Associate
As a Private Client Service Associate, Tracey provides dedicated administrative support to our clients, as well as the rest of the team. In her role, she acts as the contact for account administration and day-to-day client inquiries. Tracey is committed to courtesy, discretion, and professionalism in her interactions.
