As a Portfolio Manager with TD Wealth Private Investment Counsel, Jelena has 8 years of industry experience, largely in collaboration with John Cameron, CFA, Vice President & Senior Portfolio Manager. Their team approach helps to ensure continuity and seamless service while working with their clients.
Jelena is actively focused on providing comprehensive wealth management solutions to individuals, families, estates & trusts, and charitable and business organizations.
Jelena strives to gain a full understanding of clients' unique needs, circumstances and specific long-term goals. She then develops and implements a customized wealth management plan to help them achieve those goals throughout their lifetime. As a member of TD Wealth, Jelena works with an extremely knowledgeable and experienced group of professionals and has complete access to the expertise of TD specialists and the resources of TD. These specialists are comprised of banking, trust, estate, financial planning and insurance professionals. They are introduced to clients when required to apply their specialized knowledge when structuring customized plans and strategies. This relationship can be crucial to the evolving needs of clients through every stage of their life.
Jelena has a Bachelor of Commerce (Hons.) degree from the University of Toronto, specializing in Finance and majoring in Economics. Jelena also holds the Chartered Financial Analyst® designation and is a member of the CFA® Institute and the Toronto CFA® Society.