Meet The Team
Senior Portfolio Manager
CFA
MBA
We offer wealth and investment management solutions to a select group of personal and institutional clients.
Our team and the TD specialists we engage have extensive experience working with high-net-worth and ultra-high-net-worth Canadian families and understand their distinct needs – but one size doesn’t fit all. Our team specializes in working with clients who understand the value of tailored service and advice.
Senior Portfolio Manager
CFP®
CIM®
Discovering and planning for what truly matters to you
We offer wealth and investment management solutions to a select group of personal and institutional clients.
Our team and the TD specialists we engage have extensive experience working with high-net-worth and ultra-high-net-worth Canadian families and understand their distinct needs – but one size doesn’t fit all. Our team specializes in working with clients who understand the value of tailored service and advice.
What we do
We start by engaging in a balanced discovery conversation. This process harnesses the cutting-edge field of behavioural finance, so that we can better understand your Wealth Personality; what influences your wealth decisions and what matters most to you.
We engage in a unique and collaborative consultation to fully understand your financial needs, priorities and goals. Family, business and experience are all considered. With a deep understanding of your priorities, we can connect you with a core team of TD specialists with expertise in everything from investment, estate and trust planning and philanthropy, to business succession and tax planning.
German
Polish
Private Client Service Associate
Private Client Service Associate
Languages Spoken: Hindi, Telugu
Rohit is a Private Client Service Associate at TD Wealth Private Investment Counsel. He is responsible for providing consistent and accurate administrative, analytical and client service support to The Murphy Wegrzyn Group.
He has obtained his Master of Business Administration (MBA) and has more than 5 years of Financial, Wealth Management and extensive Client Service experience. Prior to TD, Rohit has worked at ICICI Bank in Mumbai, India, where he worked with high net-worth clients and most recently, has worked at Nordia Inc. where he was client centric focused.
Rohit lives in Waterloo and is a passionate cricket fan. He loves to spend time outdoors with family and friends.
Private Client Service Associate
Private Client Service Associate
Languages Spoken: French, Greek
Denis has worked for the TD organization for over 3 years. He began his TD career as a Personal Banking Associate in retail and over the last two years moved to TD Wealth as a Private Client Service Associate. He previously worked in Montreal under the umbrella organization of Groupe CH for the Montreal Canadiens' AHL affiliate the Laval Rocket. He has always focused on developing strong relationships with people and collaborating with clients in the development of win-win scenarios.
Denis graduated with a Bachelor of Commerce from the John Molson School of Business (Montreal) majoring in Finance. He is trilingual and fluent in English, French and Greek.
Denis lives in Waterloo with his wife Barbara and his two boys. In his free time, he enjoys spending time with his family, playing a round of golf or watching Sunday Football.
Administrative Associate
Administrative Associate
Brendan is an Administrative Associate at TD Wealth Private Investment Counsel, where he acts as the team's service officer and analyst. Brendan will be interning with the The Murphy Wegrzyn Group during the summer of 2024.
He is from Waterloo and is majoring in Business Administration at Davenport University in Grand Rapids, Michigan. Brendan is currently entering his third year of studies and plays for the University's hockey team.
In his free time Brendan enjoys golfing, tennis, swimming, biking and working out.
Additional TD Specialists
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.
Trust Officer
Trust Officer
Your Trust Officer with TD Private Trust provides a full range of Estate and Trust services that includes supporting you with your Will and Power of Attorney for property (POA) planning needs where The Canada Trust Company will act as your executor or attorney, and assisting you when you act as attorney or executor for a family member or friend. Your Trust Officer focuses on building long lasting relationships with you and your loved ones by providing continuity during the implementation of your financial and estate plan. From planning through administration, your Trust Officer supports you in creating a lasting legacy.