Meet our team

David brings over two decades of experience in the financial services industry, having built a strong track record in wealth preservation and the design of disciplined, risk-managed portfolio strategies. His commitment to excellence and personalized service has helped foster long-standing, trusted relationships with clients. 

As a registered Portfolio Manager, David has the authority to manage client portfolios on a discretionary basis. He is also licensed in insurance, allowing him to integrate protection strategies into comprehensive financial plans. This combination of credentials enables him to provide full-service portfolio management alongside holistic financial planning. 

Born and raised in Windsor, David maintains deep connections to the local community. Outside of work, he enjoys spending time outdoors, reading, and being with his family. 

With over 20 years of industry experience, Amy has been a key member of The Boyd Group since 2005. She leads the team’s operations and administrative functions, oversees all trading activities, and plays a key role in ensuring the office runs smoothly on a daily basis. 

Amy graduated from the University of Windsor, earning an Honours Bachelor of Commerce degree with a Concentration in Finance. 

Tyler joined The Boyd Group in 2018 and is responsible for creating the Estate, Retirement, Education, and Transition plans for clients, helping them clarify their goals, evaluate their financial situation, and implement customized solutions designed to support their long-term objectives. Tyler works closely with David and meets regularly with clients for scheduled reviews and to address any portfolio-related questions or inquiries. 

Tyler graduated from the University of Windsor’s Odette School of Business, earning an MBA with a concentration in Finance. 

Stephen joined The Boyd Group in 2023 and supports the team by assisting Amy and Sanja with administrative responsibilities and works closely with David and Tyler to monitor managed portfolio models and targets. His contributions help support the overall efficiency and success of the team. 

Stephen holds an Honours Bachelor of Commerce degree with a concentration in Finance from the University of Windsor, providing him with a strong foundation in financial markets and investment strategies. 

Sanja began her career on the banking side of the business, building a strong foundation and in-depth understanding of the banking system that she draws on daily. 

Sonja joined The Boyd Group in 2014; she manages all administrative matters and client requests and serves as the primary liaison between clients and the team. She coordinates all meetings, ensuring a seamless experience and the highest standards of service for our clients.