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Youtaz Irani

Vice President and Senior Portfolio Manager

  • CPA, CA
  • CFA®
  • CFP®

Working together to help you achieve what truly matters to you

As a portfolio manager with TD Wealth Private Investment Counsel, I have focused on meeting the needs of high net worth clients and their families for over 19 years.

I manage investments for my clients who range from individual and families to privately held corporations and charitable organizations in a disciplined, comprehensive and highly personalized process. I leverage the expertise of a highly skilled team of wealth professionals within TD Wealth. I have a sound working knowledge of financial planning and taxation that come from years of counseling using an integrated approach to wealth management.

I have over 25 years working in various facets of the investment and financial industry. I became a Chartered Accountant in 1991 and a Chartered Financial Analyst in 1996. In 2005 I achieved the designation of Certified Financial Planner. I graduated from University of Western Ontario with a Bachelor of Arts in Finance and Economics in 1988. Current I am a member of the CFA Institute and the of the Chartered Professional Accountants of Ontario as well as the Toronto Chartered Financial Analysts Society.

ADDITIONAL CONTACT

Toll Free: (877) 667-6866

LANGUAGES

English, French

SOCIAL LINKS

LinkedIn

Going beyond the financial picture

Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.

    Meet The Team

    We're redefining private wealth management.

    At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

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    You have questions, I have answers. Let's have a quick chat.

    Market Commentary

    Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

    Alternative investments: Beyond fixed income and equities

    Alternative investments, once the domain of institutional investors, are fast becoming a viable asset class for high net worth investors.  Kim Parlee speaks with Ted Welter, CIO, Alternative Investments, TD Greystone Asset Management.

    When one senior is ill but their spouse is healthy

    Kim Parlee speaks with Nicole Ewing, VP, Tax and Estate Planning, TD Wealth, on what to do when a senior needs to sell the home for enhanced healthcare while their spouse remains healthy.

    TD Economics

    The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

    Monthly Perspectives - The Final Act

    The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

    Current Perspectives

    Trumps, Tariffs and Trade Wars.

    Ask Money Talk - One big family plan

    Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

    Do you know someone who would benefit from my services?