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.
I work directly with job seekers to develop and teach curriculum highlighting essential workplace skills that make them successful long-term employees. I provide job coaching and strategies to help them become self-reflective and self-aware, focusing on problem solving, critical thinking, and adaptability.
As vice president of the North Toronto chapter of Business Professional Women (BPW), I pursue another passion of mine: Women's Empowerment. I am Co-lead of Women Strengthening Women, a mentoring program that will make it easier for women to connect with and learn from female experts on a one-to-one basis.
I can read a medicine bottle directions and I can read a spreadsheet. 1 part professional, 1 part mother, 2 parts perfectionist, 3 parts benevolent. Too many parts!
Are you a professional woman looking for a dynamic, progressive group? The North Toronto Business & Professional Women's Club (BPW) is part of the Canadian Federation of Business and Professional Women as well a member of the International Federation of BPW.
Our members are energetic business women either working on their own or employed in a wide range of occupations. We also welcome women who are returning to the workforce. We celebrate the achievements of our members and open the door to knowledge, fulfilment and friendship.
A member of a local club is automatically also a member of the district, national, provincial, and international organizations; entitled to attend events; receive communications, and contribute to policy development - all included in the single fee. Each club has its own calendar of events and committee activities for its members.
Membership fees are $150 per year (May to April), part of which is remitted to support our international, national and provincial organizations.
Click here to download the membership application.
Questions: