Nevada Mohammed, Portfolio Manager,Vancouver, BC

Phone

Office

Mobile

Office Location

700 West Georgia Street 18th Floor - Pacific Centre Vancouver, BC V7Y 1B6. map

Genuine Stewardship…

Entrusting us with your financial affairs is a responsibility we don’t take lightly. Your Portfolio Manager has a duty to act in your best interest. We are committed to service excellence, transparency and cost effective management of your portfolio.

What we do….

As a Senior Portfolio Manager with TD Wealth Private Investment Counsel, Nevada's primary role is to provide counsel to his clients, specifically to develop and implement investment strategies tailored to help meet their individual needs. He is fully integrated within TD Wealth to provide comprehensive advice for clients by ensuring the appropriate TD specialists are brought in to apply their expertise. Through our unique discovery process Nevada's key objectives in his role are to help clients build net worth, implement investment portfolios that incorporate tax-efficient strategies, reduce risks by protecting what matters to his clients and engaging TD specialists who can help clients to structure an estate plan so that they can, if they choose to, leave a legacy that aligns to their values.

Nevada Mohammed is a Senior Portfolio Manager with TD Wealth Private Investment Counsel which specializes in discretionary investment portfolio management. Nevada began his career in Investment Banking as a Vice-President, Trading Foreign Exchange with TD Securities from 1992-1997. In 1997, he moved to London, England where he was a Vice President & Discretionary Portfolio Manager with Lloyds Private Bank and Vice-President with Coutts & Co. In his most recent role before returning to TD in Vancouver, Nevada was a Director for Citi Institutional Client Group N.A., overseeing all investment business for Citi Private Bank in Western Canada. Nevada has over 25 years of investment experience.

Nevada attended university on academic scholarship and holds a bachelor of Business Administration degree with majors in Finance and Economic. He is a Chartered Financial Analyst (CFA) Chareterholder and a member in good standing with the United Kingdom Society of Investment Professional (UKSIP) and the Vancouver and London CFA Societies.

Nevada lives in Vancouver, has been married for 20 years and has one child. In his spare time he enjoys art, popular music, snowboarding and travel.

Certificates

CFA

Languages

English

Education

CFA

Achieve what truly matters to you

We offer wealth and investment management solutions to a select group of clients. Our specialists have extensive experience working with high-net-worth and ultra-high-net-worth Canadian individuals and families and we understand their distinct needs. We also understand that one size doesn't fit all, and that personalizing your wealth strategy involves taking the time to really get to know you and your vision for the future.

Our Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

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Investment Planning
Retirement Planning
Transfer of Wealth

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

What We Do

What to expect when working with us

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Personalized Strategies

Get holistic wealth management strategies tailored to your goals with exceptional investment management expertise.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Let's Connect

Our Clients

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Healthcare Practitioners

As you develop your career as a physician or dentist, beginning with medical or dental school, through your residency and specialization training—on to being part of your own practice and retirement, TD is here to help with professional financial services for every step of your professional journey.

Asian Segment

Whether you are new to Canada or established Asian Canadians, we have colleagues who understand your unique financial needs, and the tools and resources to help you with your real estate lending, investment solutions, retirement planning, estate and trust planning, as well as philanthropic giving, business expansion, succession, and tax planning.

Multi-Generational Family

You've worked hard to build your net worth and we understand how important it is to protect what you've built for generations to come. To help you navigate the myriad challenges of preserving wealth across multiple generations, we can create a plan that is tailored to your specific needs and values.

Achieve what truly matters to you

Our Solutions

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Nick & Justina – Business owners teaming up with TD Wealth

Polly – Moving forward with the right financial plan