Jeet Dhillon is a Portfolio Manager with TD Wealth Private Investment Counsel and has over 22 years of investment industry experience, including investment management, portfolio analysis and product management. She is responsible for the design and delivery of distinctive investment management solutions and services to private clients, corporations, individual pension plans and trusts.
Jeet's primary role is to provide investment counsel to her clients, specifically to develop and implement investment strategies tailored to meet their individual needs. She has the skills required and also draws upon the vast resources available from TD Bank Group to provide her clients with the highest level of service and support in attaining their personal objectives. She creates personalized long-term financial strategies, managing the optimal mix of services for portfolio growth, asset protection and tax efficiency. Jeet also helps her clients to develop fully integrated wealth management solutions by working with fellow specialists in the centre who have expertise in a variety of wealth planning areas such as trust and estate planning.
Prior to her current position, Jeet worked as Manager, Strategic Initiatives, assisting Senior Portfolio Managers with research and management of high-net-worth client portfolios while also spearheading strategic business initiatives for Private Investment Counsel. The latter included a focus on the training of investment professionals and development of tools and resources for investment and wealth planning for high net worth clients. Jeet's previous responsibilities also include that of Product Manager for TD Mutual Funds (2000 to 2004), Training Consultant with Canada Trust Investment Management Group (1998 to 2000) and Financial Advisor with Canada Trust (1995 to 1998).
Jeet is a Chartered Financial Analyst (CFA) Chaterholder and a member of the CFA Institute and the Toronto CFA Society. She graduated from the University of Calgary with a Bachelor of Commerce degree and from Simon Fraser University with a Masters in Business Administration (MBA).