Meet The Team
In the role of Associate Portfolio Manager, Sam takes an active role in the Portfolio Management process. Working with private clients, small businesses, trusts and estates — providing them with investment solutions, implementation and continual monitoring of their investment portfolios, Sam helps clients realize their goals.
When appropriate, Sam collaborates with a team of TD specialists who offer will & estate planning services, insurance advice, business succession planning and high net worth tax planning. He works to integrate these services into the overall client plan, and also leverages in-depth, industry knowledge based on six years of experience in retail banking within the TD Canada Trust retail branch network.
Sam received the Certified Financial Planner® (CFP®) designation in 2020 and is a Chartered Financial Analyst® (CFA) charterholder as of 2019. A graduate of the Ted Rogers School of Business Management (major in Finance, minor in Accounting), Sam enjoys travelling with his wife Ivana, and actively participates in the Armenian-Canadian cultural community.
As a Senior Portfolio Manager with TD Wealth Private Investment Counsel, Troy takes pride in providing a high level of personalized service to clients, and helping them meet their goals and realize their dreams. With 28 years of financial services and investment experience, he actively focuses on building strong and lasting client relationships, developing a deep understanding of clients' ambitions, family needs and lifestyle.
Born and raised in Toronto, Troy moved to Prince Edward Island as a teen. After earning a Bachelor of Business Administration with a major in accounting (UPEI), he returned to Toronto to complete the C.A. designation, following which, held senior positions in management and finance (at an ICI real estate brokerage, a public technology company, and a pension fund).
Please reach out and connect with Troy with any questions or to learn more. If you know someone who might benefit from what we offer at TD Wealth Private Investment Counsel, let us know, or feel free to forward this link to them.
Private Client Service Associate
Private Client Service Associate
As our Team’s dedicated Client Service Associate, Alyssa aims to provide exceptional service assuming responsibility for the majority of our administrative activities. You may hear from Alyssa with regards to paperwork, transfers, tax reports, or to book an appointment.
Alyssa joined us at TD Wealth Private Investment Counsel in Spring 2023 having previously worked at TD Canada Trust for over three years, most recently as a Personal Banker serving the Royal Orchard community. Alyssa brings branch background and knowledge that helps make your banking life easier. As always, if you have any questions or issues with any area of TD's services, please do not hesitate to call us.
Private Client Service Associate
Private Client Service Associate
Hilary brings over two decades of experience in financial markets, investments, and business communications to TD Wealth through past roles as an analyst, investor relations consultant, and sales assistant serving the needs of clients including private investors, public companies, and government agencies. Hilary supports the team in the areas of client communications, financial analysis, and customer service. Hilary is a CFA charterholder and has obtained an MBA (Ivey Business School).
For more information on Private Investment Counsel, TD Wealth or TD Bank, or to reach Hilary, please call: 905-707-6026, toll-free: 1-800-472-3414 or by email: hilary.jacob@td.com
