Shahin Safaei
Senior Portfolio Manager, Senior Investment Advisor at Td Wealth Private Investment Advice @TD
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WORK HISTORY
Senior Portfolio Manager, Senior Investment Advisor at Td Wealth Private Investment Advice @TD
Mississauga, ON, CA
Our role is to understand your goals and design a plan to help you achieve them. Relaying relevant information and education with respect to planning to help identify potential opportunities and risks bespoke to you as an individual Leveraging TD specialists in areas of taxation, estates, trusts, business succession planning, and insurance will help ensure that all aspects of your financial needs are covered Providing access to institutional mandates that are otherwise not offered to retail investors : are uncomfortable with the volatility in your portfolio have a life changing event that requires a second look at your financial plan are concerned you may run out of money before you run out of breath would like to discuss estate planning, risk management and tax minimization strategies
EDUCATION
York University
Bachelor of Arts, Economics
SBS Swiss Business School
MBA, Global Banking
ABOUT SHAHIN SAFAEI
I am a co-founder and lead Advisor at BRiTE Wealth Management at TD Wealth Private Investment Advice. I have over 20 years of relationship management experience worldwide, including the UAE and Switzerland. I completed my MBA in Global Banking and Finance from Zurich, Switzerland, and hold a Chartered Investment Manager (CIM®) designation. I returned to Canada in 2012 and joined TD Wealth Private Investment Advice where I have developed a disciplined investment strategy focused on capital preservation, risk-adjusted returns, and value maximization. I use what I consider a ‘Family Office’ approach to Wealth Management designed to provide tailored services to clients of varying professions including medical professionals, lawyers, business owners, and executives. Services are inclusive of large organizations and institutions: Our role is to understand your goals and help you to come up with a plan to achieve them. Relaying relevant information and education with respect to planning to help identify potential opportunities and risks bespoke to you as an individual Leveraging TD specialists in areas of taxation, estates, trusts, business succession planning, and insurance to help ensure that all aspects of your financial needs are covered Providing access to institutional mandates that are otherwise not offered to retail investorsOutside of work, I enjoy playing Tennis, trying new restaurants and spending time with my three active boys. I am an avid learner of the Financial Markets and enjoys further educating myself on upcoming strategies and products as they become available.If you have questions or would like to book a meeting with us, please call 90••••••23 or email s••••••••@td.com. For more information: Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank. All trademarks are the property of their respective renseignements sont fournis pour les résidents canadiens et ne constituent pas des conseils. Pour lire les mentions juridiques complètes, visitez les pages td.com/francais/avis_juridique et https://go.td.com/AvisMediasSociauxInformation provided is intended for Canadian residents and does not constitute advice. To read the full disclaimers, please go to and https://go.td.com/SocialDisclaimer.
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