Janice Lui - TD Wealth Private Investment Advice

To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal. Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing. We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel. If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you.

To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal. Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing. We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel. If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you.

Shahin Safaei is the Portfolio Manager & Senior Investment Advisor for BRiTE Wealth Management at TD Wealth Private Investment Advice. With over 25 years of global relationship management experience, including in the UAE and Switzerland, Shahin brings a wealth of expertise to his role. He holds a Chartered Investment Manager (CIM®) designation and earned his MBA in Global Banking and Finance from Zurich, Switzerland. Committed to understanding the unique needs of each client, Shahin is dedicated to helping individuals achieve their visions of success. Outside of work, he enjoys playing Tennis and spending time with his three active boys. By continuously expanding his knowledge of Financial Markets, Shahin ensures he stays well-informed on the latest strategies and products available. At BRiTE Wealth Management, the focus is on providing personalized wealth advice to clients. The team takes pride in prioritizing the interests of their clients and offering tailored investment management strategies. With a commitment to proactive reviews, clients can expect timely updates and adjustments to their financial plans as their needs evolve. Generated from the website content