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Money Talk
Cut out the noise.
Hear what matters.
Watch our top story now
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LIST
Karny Mahil
Senior Portfolio Manager
- CFA®
Tailored solutions in tune with your needs and the needs of those you care about
700 West Georgia Street 18th Floor - Pacific Centre Vancouver, BC V7Y 1B6Map
You decide where you want your wealth to take you.
We design a path to help get you there.
As a Senior Portfolio Manager with TD Wealth Private Investment Counsel, I provide discretionary investment counseling solutions and services to private and institutional clients. I began my career as a Senior Financial Planner for a major financial institution; specializing in creating tax efficient portfolios for high net worth business owners. Five years later, I was recruited by one of Canada's largest pension investment management firms to work as an analyst. My previous role focused on high yield dividend portfolios for institutional clients. With over 20 years of financial services and investment experience working closely with individuals and families, estates & trusts, corporations and charitable organizations, I can offer my client:
- Ongoing discovery
- Timely Reporting
- Comprehensive portfolio reviews tailored to you
- A transparent approach to fees
- A relationship manager supported by a team focusing on helping you achieve your goals
The offering is supported by the same high caliber investment methods and rigor used by TD Asset Management with its institutional clients such as pension funds and foundations.
Going beyond the financial picture
Getting to know what truly matters to you is our top priority. Applying principles of behavioral finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.
A Proprietary Discovery ProcessWe know that an individual's unique personality impacts the way they make financial and investing decisions so we employ a multi-dimensional client discovery process. The proprietary discovery process that we use applies principles of Behavioral Finance to dig deeper and understand your wealth personality, your goals, your family, and your motivations – because your success can’t be understood with just a set of numbers.
First, I'll develop a deep understanding of your needs. Then, we take an integrated approach to help meet those needs. My clients can benefit from my experience in anticipating the complex challenges of growing and protecting wealth. My advice includes thoughtful strategies that consider tax implications, family dynamics, and other priorities.
Your Dedicated Relationship Manager
As your dedicated relationship manager, I will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself. Through regular contact, I will routinely assess your investment portfolio and goals, ensuring you are introduced to the right specialists at the right time. I will be able to provide you access to specialists across TD Bank Group.
The Chow Mahil Group is part of TD Wealth Private Investment Counsel, who represents the products and services of TD Waterhouse Private Investment Counsel Inc., a subsidiary of The Toronto-Dominion Bank.
ADDITIONAL CONTACT
Toll Free: (800) 807-0105
Fax: (604) 482-8427
LANGUAGES
English
EDUCATION
Simon Fraser University
Getting to know the full picture
The distinct discovery process we use will take you through some behaviour questions and how you really make decisions. And when it's all done, a diagnostic using behavioural finance will take all that information, how we can work best with you and what the next steps are in creating your wealth strategy - prioritized by what matters to you. A wealth strategy which manages the important things like your retirement, your kid's education, your family cottage - not just your money.
Armed with a deep understanding of your priorities and values, we'll work with a core team of specialists to help you achieve your goals. And, as your needs evolve, your wealth strategy will evolve with you. We take our relationship with you seriously – that means we'll be in touch with you on an ongoing basis so we can provide you with the information you need for a successful financial future. And when you need advice, we'll be there with a breadth of knowledge and expertise, along with the personalized attention you deserve.
Meet The Team
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We're redefining private wealth management.
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
Wealth Considerations
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
REQUEST AN APPOINTMENT
You have questions, I have answers. Let's have a quick chat.
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