Doris Chan
Senior Portfolio Manager @TD
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WORK HISTORY
Senior Portfolio Manager @TD
Toronto, ON, CA
As Vice President & Senior Portfolio Manager, Doris provides discretionary investment management to high net worth individuals, families, corporations, estates and trusts, and charitable foundations. She has over 20 years of investment management experience, initially beginning her career on Wall St in New York. Doris develops customized and actively managed investment strategies to help each client meet their needs and progress towards their goals. Doris collaborates with a team of TD specialists, who develop strategies to assist her clients in financial and tax planning, estate planning, business succession planning and leveraged insurance solutions. This talented group of specialists is available when needed to help clients develop roadmaps and strategies best suited for their needs. As client needs evolve, Doris works with these experts to address both simple and complex planning issues. Information provided is intended for Canadian residents and does not constitute advice. To read the full disclaimers, please go to and https://go.to.com/SocialDisclaimer.
EDUCATION
CFA Institute
CFA Charter
York University
Honours Bachelors of Arts, Economics and Business
Harvard University
Studies in International Economics
SKILLS
ABOUT DORIS CHAN
Senior Portfolio Manager at TD Wealth Private Investment Counsel
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