Starting with a blank canvas

With an inquisitive mind and genuine interest, we engage in a deep dialogue to uncover what is truly most important to you, your family and your future. 

A deeper focus on what matters to you

We tailor our approach to your needs. From developing tax, investment, estate and succession plans, to helping your philanthropic goals come to life, we take a holistic approach to your needs and values as you define them.

Our unparalleled personalized strategies truly go beyond wealth management.

Stewardship and preservation for generations to come

With an open dialogue between you and your trusted advisors, we will help establish a framework that reflects your vision for the future and the legacy you wish to build.

Each brushstroke brings you closer to your vision

Our clients choose us for our multidisciplinary approach to anticipating the complex challenges that come with wealth. They benefit from our talent for developing  practical solutions in response to those challenges; we bring their vision to life, for their family today and for generations to come. 

  1. Investment Management
    Our investment approach acknowledges that no single security, asset class or market, can be expected to provide consistent returns. As a result, we leverage a diverse group of industry experts from across TD and externally to develop portfolios based on your goals.

  2. Private Banking and Credit Solutions
    Your dedicated Private Banking team will support your day-to-day banking, cash management and foreign exchange needs. We will help identify and execute complex credit strategies to support your liquidity requirements.

  3. Wealth Planning
    From sophisticated estate and tax planning strategies to complex business transition solutions, we work collaboratively to create solutions to help meet your unique needs and planning objectives.

  1. Family Governance
    In collaboration with you, your family and your trusted advisors, we'll establish a framework that reflects your vision for the future and the legacy you wish to build for generations to come.

  2. Philanthropy
    Improving and shaping our communities is a core value of many of the families we work with. We work with you to understand your shared passions across generations and develop strategies to help you achieve your family's charitable legacy.

Approach and expertise

Who are we?
Our multidisciplinary expertise and unparalleled commitment to excellence, is key to helping you meet your unique goals and objectives.

Who are you?
Everyone's story is different. Using the cutting-edge field of behavioural finance and well-established research, we uncover the values behind your goals and what influences your decisions. With this deep understanding, we craft a wealth plan that's as unique as you are.

Working together
Establishing trust is core to our values as we develop our relationship. As your objectives evolve, we'll be with you every step of the way to provide advice and identify opportunities for you and your family.  

Your Dedicated Team


  • Anna Dayan

    Head of TD Wealth Family Office

    BA, LLB


  • James Dodds

    Vice President, Stakeholder Relations and Business Development

    BA, B.Comm


  • Brad Simpson

    Chief Wealth Strategist and Head of Wealth Investment Office

    CIM, F.C.S.I


  • Syed Naqvi

    Managing Principal

    MBA 


  • Jacquie Lovelock

    Principal, Family Governance

    CIWM, CEA, FCSI®, FEA


  • Elise Pulver

    Principal, Wealth Planning

    LLB, TEP, FEA


  • Ali Zubair

    Senior Portfolio Manager

    CFA


  • Svetlana Tsvetkova

    Wealth Advisory Services Specialist

    TEP (Trust and Estate Practitioner), STEP Canada


  • Steve Hamami

    Associate Portfolio Manager, Investment Management

    FCSI, CIM


  • Jo-Anne Ryan

    Vice President, Philanthropic Advisory Services, TD Wealth, Executive Director, Private Giving Foundation

    FEA, MFA-P,  21/64 Certified Advisor

Ready to start the conversation?

Let's connect