Doris Chan

Senior Portfolio Manager @TD

Toronto, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 1995 — Present

Senior Portfolio Manager @TD

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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

N/A

CFA Institute

CFA Charter

N/A

York University

Honours Bachelors of Arts, Economics and Business

N/A

Harvard University

Studies in International Economics

SKILLS

InvestmentsBondsStrategic Financial PlanningFinancial AnalysisCreditBloombergInvestment ManagementFixed IncomePortfolio ManagementRetirement PlanningWealth Management ServicesInvestment AdvisoryWealth ManagementHigh Net Worth IndividualsFinancial PlanningInvestment StrategiesAlternative InvestmentsCapital MarketsPrivate BankingSecuritiesEquitiesAsset AllocationBankingMutual FundsAsset Management

ABOUT DORIS CHAN

Senior Portfolio Manager at TD Wealth Private Investment Counsel

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Doris Chan — Senior Portfolio Manager at TD in Toronto, ON, CA | Unifers