Rana El-Mogharbel
Senior Portfolio Manager
CFA
MBA
MA Economics
Working together to help you achieve what truly matters to you
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Your Needs
Financial solutions tailored to your evolving needs
Growing your wealth. Protecting what matters. Maximizing tax saving opportunities. Leaving a legacy for the next generation.
These are the goals of many high net worth investors. While you likely know what you want to achieve, you may not have the professional knowledge or experience to get there.
The good news is, my team and I can help.
We regularly help affluent investors who find themselves in transition: getting ready to retire, selling a business, going through a divorce, mourning the loss of a loved one, building a net-worth and planning to pass on wealth, tax efficiently, to the next generation. No matter your phase of life, we can help articulate your financial goals and devise a strategic plan for reaching them. You can turn to us for all of your wealth management needs.
Our Mission
Our mission is to be the trusted advisor of choice for affluent Canadians and their families; developing a robust plan for the future to counter adversity and the uncertainties life brings.
Our Process
We pride ourselves on understanding you and your priorities.
By investing the time to discover what matters most to you and your family – and uncovering your financial blind spots – we can develop strategies to improve decision making and a wealth management plan that is tailored to your unique needs.
A disciplined approach
As part of TD Wealth Private Investment Counsel, our investment offering is supported by the same high-calibre methods, strategies and rigour used to counsel Canada’s largest pension funds and foundations.
Our disciplined asset allocation goes beyond the traditional to focus on your goals through risk-based allocation. Using a rigorous portfolio construction process, we aim to minimize your exposure to market downturns by incorporating innovative new sources of returns that are less reliant on market direction.
Putting your interests first
As Portfolio Managers, we have have a duty to always act in your best interest with unbiased objectivity.
In addition, our team is committed to service excellence, transparency and effective cost control. We are available and responsive; clients regularly turn to us to for straightforward, direct and thoughtful answers to their questions and concerns. In short, we are their go-to resource for every critical financial decision they make – from applying for a mortgage, to buying a new car, to planning for retirement.
Offering comprehensive strategies
We have access to a broad range of resources and specialists, and can leverage their expertise, when appropriate, to help you meet your evolving needs through goals-based planning.
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Certificates
CFA
MBA
MA Economics
Languages
English
French
Achieve what truly matters to you
Benefits of Discretionary Investing
With Rana, you have the opportunity to benefit from discretionary portfolio management:
Convenience
You no longer have to make daily investment decisions – you can entrust them to our team. We can manage your money for you, not just with you.
Transparency
One transparent, asset-based fee with no commission per trade lets us focus on driving your portfolio's success without worrying about the cost of trades.
Security
Sudden opportunities and risks can be addressed swiftly without waiting for your approval.
Our Solutions
Investment Planning
Retirement Planning
Transfer of Wealth
Nick & Justina – Business owners teaming up with TD Wealth
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
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.
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.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
TD Cowen: Three stocks that could benefit from a Canadian soft landing
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TD Cowen: Three stocks that could benefit from a Canadian soft landing
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Can I transfer funds tax-free from my RRIF to a TFSA?
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Can I transfer funds tax-free from my RRIF to a TFSA?
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Trump’s potential longer-term impact on the financial world
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Trump’s potential longer-term impact on the financial world
Donald Trump’s presidency may have wide-ranging impacts on the economy and markets. MoneyTalk’s Greg Bonnell discusses with David Sykes, Chief Investment Office, TD Asset Management and TD Chief Economist Beata Caranci.