Page 8 - TD Wealth Dao Le digital brochure_FINAL

Dedicated to making the most
of life’s opportunities

Dao Le, MBA, CFA®

Vice President, Portfolio Manager & Investment Advisor
TD Wealth Private Investment Advice

780.448.8519 | Dao.Le@td.com

Dao began his career in the investment industry Dao and his family came to Canada as
in 2002, with eight years on Bay Street in Vietnamese refugees in 1979, arriving with
Toronto gaining invaluable experience in the nothing but the clothes on their backs. With
equity and fixed income markets. In 2010, he hard work and the support of their community
moved to Edmonton with his family to build a in a small northern‑B.C. town, they made the
new life and transitioned from an institutional most of the opportunities Canada presented.
environment to working with high‑net‑worth The work ethic and perseverance his parents
individuals and families. instilled in him early on remain a huge part of
who he is and how he runs his business.
Dao uses the expertise he gained working on a
trading floor and working with some of the top Dao lives in Edmonton with his wife and two
institutional portfolio managers in Canada to daughters. Grateful for the opportunities
help his clients make the most of their assets Canada provides, they strive to give back
and find solutions for their financial needs. wherever possible. Dao served with pride in the
Canadian Armed Forces as an Army Officer for
He has a Master of Business Administration six years. His wife and daughters support those
(MBA) from the University of British Columbia less fortunate through various active charities.
and holds the Chartered Financial Analyst
(CFA®) designation.

Nilufer Bansal

Client Service Associate
TD Wealth Private Investment Advice

780.448.8355 | Nilufer.Bansal@td.com

Nilufer has been with TD Wealth for over Nilufer holds a Bachelor of Commerce degree
10 years, including experience at TD Direct from the University of Alberta, with a major in
Investing where she gained valuable experience Management Information Systems and a minor
with a multitude of trading and investing in Business Law.
scenarios. Her investment knowledge and
experience allow her to provide the highest Nilufer lives in Edmonton with her husband and
standard of service and day-to-day execution two children.
for our clients.