Jimmy Manitaros
Phone
Office Location
As a Portfolio Manager with TD Wealth Private Investment Counsel, I am dedicated to providing customized investment management solutions to high net worth individuals, families, charities, estates & trusts, and business organizations. I pride myself on providing the personal attention you would expect from a boutique investment firm, while giving you access to the breadth and depth of resources of a global powerhouse.
Welcome to the TD advantage!
TD Wealth Private Investment Counsel's integrated wealth management strategy revolves around much more than just your investment portfolio. It is built on four key pillars:
- Building Your Net Worth
- Implementing Tax Efficient Strategies
- Protecting What Matters Most
- Leaving a Legacy
Our investment philosophy centers on preserving capital, while growing it prudently. It is TD Wealth Private Investment Counsels' disciplined, team-based investment approach, combined with a strong investment track record, and ability to offer customized portfolios that differentiates our service from many of our competitors.
On a personal note, with over 20 years of analytical and advisory experience within the financial industry, it has become imperatively clear that the true key to ensuring clients’ financial success is through a comprehensive understanding of their unique needs and circumstances. There is no "one size fits all" or "rule of thumb" when it comes to developing a disciplined financial strategy.
I am a Chartered Financial Analyst (CFA®) charterholder, and a member of the CFA Toronto Society. I have an Honours BA in Economics from York University, with a specialization in Financial Analysis.
Certificates
CFA
Languages
English
Greek
The Barrasso Manitaros Papadopoulos Group
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Our team and our specialists have extensive experience working with high-net-worth and ultra-high-net-worth Canadian families and understand their distinct needs – but one size doesn’t fit all. Our team specializes in working with clients who understand the value of tailored service and advice.