As Senior Portfolio Manager at TD Wealth, Doris provides discretionary investment management to high net worth individuals, families, corporations, trusts, and charitable foundations. She has over 25 years of investment management experience, initially beginning her career on Wall St. in New York.
Doris provides comprehensive wealth management solutions to TD's most high-value clients. She develops customized and actively managed investment strategies to help each client meet their needs and progress towards their goals.
Doris works with a talented team of industry specialists who develop strategies that go beyond investment management to assist clients in building a financial roadmap that incorporates tax planning, estate planning, business succession planning and insurance solutions. She creates a fully integrated and comprehensive plan for each client by engaging the appropriate experts as required to apply their specialized knowledge to a particular situation.
This experienced group of specialists is available when needed to help clients develop strategies best suited for their needs. As client needs evolve, Doris works with these experts to address both simple and complex planning issues.
Doris is a CFA charter holder and a member of the CFA Institute and the Toronto CFA Society. She is a member of the Board of Directors of the Toronto Symphony Orchestra, and the YWCA Toronto.
She served on the Board of Directors of the McMichael Canadian Art Collection Foundation from 2011 to 2020.