Jimmy Manitaros

Jimmy Manitaros
Jimmy Manitaros

Senior Portfolio Manager

CFA®

Working together to help you achieve what truly matters to you

Phone

Office

(416) 308-9211

Mobile

(416) 346-7078

Office Location

5140 Yonge Street Suite 1600 Toronto, ON M2N 6L7. map

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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! 

The 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
Clients have complete access to the expertise and resources of our specialized team of professionals. We will ensure that the appropriate subject matter experts are brought to the table, apply their specialized knowledge to your situation and work together to create a fully integrated and comprehensive plan for you. Our process actively seeks to prepare you for the accumulation, preservation and transitioning of your wealth through each stage of life.

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, in my nearly 15 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 hold the Chartered Financial Analyst (CFA) designation and am 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

The Barrasso Manitaros Group

Team Photo
We start by engaging in a balanced discovery conversation. This process harnesses the cutting-edge field of behavioural finance, so that we can better understand your Wealth Personality; what influences your wealth decisions and what matters most to you.

We engage in a unique and collaborative consultation to fully understand your financial needs, priorities and goals. Family, business and experience are all considered. With a deep understanding of your priorities, we can connect you with a core team of TD specialists with expertise in everything from investment, estate and trust planning and philanthropy, to business succession and tax planning.