Meet The Team
Senior Portfolio Manager
CFA®
Sean has 30 years of experience in the investment industry and has been managing portfolios for high net worth private clients at TD Wealth Private Investment Counsel since 1998. He has been with TD since 1996 and prior to that worked with another large Canadian financial institution.
Sean is a graduate of the University of Calgary (B.Comm. Finance) and is a CFA® charterholder, as well as holding several other investment industry accreditations. He is a member of the CFA Institute and the Calgary CFA Society and also serves as Treasurer for a local charitable organization that provides residential services to adults with developmental disabilities in the Calgary area. When not in the office, Sean enjoys spending time outdoors with his family.
Client Relationship Associate
Client Relationship Associate
Karen has been with TD Wealth Private Investment Counsel since 1996 and with TD Bank Group for more than 40 years. Karen has worked with Sean for more than 25 years and her previous positions within TD include Estates & Trusts Officer as well as branch level account administration, credit investigation and documentation. As an integral member of our team, Karen acts as a secondary contact for our clients as well as assisting with the preparation of client portfolio reviews and all aspects of account administration and support. Karen attended Mount Royal College School for Journalism and has completed the Canadian Securities Course and the Conduct and Practices Handbook. Karen is an active volunteer in the Calgary area and is the current President of the Kinette Club of Calgary, a local service club.
Associate Portfolio Manager
CFA®
CFP®
Jon is the newest member of our Team, having started in January 2024. He joins us with 10 years of experience in the investment industry. He is a CFA® charterholder, and also holds the Certified Financial Planner (CFP®) designation and earned a Bachelor of Commerce degree from the University of Calgary’s Haskayne School of Business. Jon has a passion for traveling and experiencing new cultures having explored 5 continents thus far. He is an avid sports enthusiast having played hockey since he could walk on his own two feet and more recently taking up tennis and cycling.
Private Client Service Associate
Private Client Service Associate
Juhi is one of our newer members of our team and joined TD Wealth Private Investment Counsel in July 2021. Prior to joining TD Wealth, Juhi worked in the oil and gas industry and before that worked as a Financial Service Representative for TD for three years. Juhi graduated from Mount Royal University with a bachelor's degree in Business Administration (BBA) with a minor in Financial Services. She has also completed the Canadian Securities Course and holds her Human Resources Management Certificate. On her days off she enjoys spending time with her family, volunteering, and hiking in the mountains.
Additional TD Specialists
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
.jpg)
Will and Estate Planner
Will and Estate Planner
The Will and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
Vice President, Philanthropic Advisory Services
Vice President, Philanthropic Advisory Services
If you're looking for a way to plan your giving more effectively and create a lasting legacy to support the charities that matter most to you, our philanthropic services provide access to the Private Giving Foundation, the first donor-advised fund program launched by a financial institution in Canada. Our TD specialist will work one-on-one with you and your family to incorporate philanthropy into your overall estate and wealth plans, and help you create a legacy that is meaningful to you.
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
