Jeet Dhillon, Portfolio Manager,Toronto, ON

Phone

Office

Office Location

66 Wellington Street West 2nd Floor - TD Tower Toronto, ON M5K 1A2. map

Jeet Dhillon is a Senior Portfolio Manager with TD Wealth Private Investment Counsel and has over 25 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 TD specialists 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 TD Wealth 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 included 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) Charterholder 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).

Certificates

CFA

Languages

Punjabi

English

Hindi

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.

Our Solutions

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
Retirement Planning
Transfer of Wealth

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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.

What We Do

What to expect when working with us

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

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Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

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You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

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You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

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Whether you are new to Canada or established Asian Canadians, we have colleagues who understand your unique financial needs, and the tools and resources to help you with your real estate lending, investment solutions, retirement planning, estate and trust planning, as well as philanthropic giving, business expansion, succession, and tax planning.

Multi-Generational Family

You've worked hard to build your net worth and we understand how important it is to protect what you've built for generations to come. To help you navigate the myriad challenges of preserving wealth across multiple generations, we can create a plan that is tailored to your specific needs and values.

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Our Solutions

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

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.

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

Polly – Moving forward with the right financial plan