Senior Portfolio Manager
MBA
CFA
Danny joined TD in 2005 with TD Canada Trust and has also worked at TD Asset Management's Institutional office in Montreal. He joined TD Wealth Private Investment Counsel in 2009 as an Associate Portfolio Manager, where he was responsible for the construction, monitoring, rebalancing and performance reporting of custom-tailored investment portfolios for high net-worth individuals, trusts, estates, foundations and holding companies.
As a member of TD Wealth Private Investment Counsel, Danny works with a group of TD Specialists to create a comprehensive wealth plan helping his clients protect, grow and successfully transition their wealth.
Danny has earned an MBA in Investment Management from the Goodman Institute, John Molson School of Business, Concordia University. He is a CFA charterholder, and is a member of the Montreal CFA society.
The Chasles Bruni Pelletier 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.
English
French
Private Client Service Associate
Private Client Service Associate
Anneta joined TD Bank Group in 1989 after studying Computer Science at McGill University. She has 25 years of experience in administration of which the last 10 years in her current role. Anneta is responsible for supporting the Portfolio Managers, working as a team to develop and maintain close-knit, long-term, confidential client relationships.
Anneta provides day-to-day operational and sales support functionality within the TD Wealth Private Investment Counsel centre and will act as an alternate point of contact in your Portfolio Manager's absence. An exceptional client experience is sought at every client interaction and is demonstrated by seeking to surpass service standards at all points of contact with you.
