TD Asset Management
Industry: Company
DescriptionFounded: 1987 Parent organization: Toronto–Dominion Bank Subsidiaries: TDAM USA Inc., TD Quantitative Capital,
TD Asset Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at TD Asset Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
TD Asset Management Salaries. You can even request information on how much does TD Asset Management pay if you want to. Learn about salaries, pros and cons of working for TD Asset Management directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
176 TD Asset Management employees in database. Find out everything there's to know about TD Asset Management employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
TD Asset Management Employees
Employee
Years
Job
Industry
Sue Derlago, CFP Sue Derlago, CFP's TD Asset Management Experience February 1999 - February 2005
Job Wealth Advisor, National Bank Financial Wealth Management
Industry Investment Management
Experience
Women Working in Calgary (WWC) May 2011 - Present
National Bank Financial July 2008 - Present
HSBC Securities March 2005 - July 2008
TD Asset Management February 1999 - February 2005
Skills
Financial Planning, Wealth Management, Investments, Retirement Planning, Retirement, Wealth, Asset Management, Investment Advisory, Financial Services, Investment Strategies, Wealth Management..., Strategic Financial..., Investment Management, Finance, Estate Planning, Relationship Management, Asset Allocation, Small Business, Mutual Funds, Asset Managment, Financial Advisory, Entrepreneurship, Alternative Investments, High Net Worth..., Financial Planners, Securities, Portfolio Management, ETFs, Bonds, Equities, Pensions, Life Insurance, Personal Finance, Fixed Annuities, Fixed Income
Education
The University of Calgary 1993 — 1997
Bachelor of Arts
Women Working in Calgary (WWC) May 2011 - Present
National Bank Financial July 2008 - Present
HSBC Securities March 2005 - July 2008
TD Asset Management February 1999 - February 2005
Skills
Financial Planning, Wealth Management, Investments, Retirement Planning, Retirement, Wealth, Asset Management, Investment Advisory, Financial Services, Investment Strategies, Wealth Management..., Strategic Financial..., Investment Management, Finance, Estate Planning, Relationship Management, Asset Allocation, Small Business, Mutual Funds, Asset Managment, Financial Advisory, Entrepreneurship, Alternative Investments, High Net Worth..., Financial Planners, Securities, Portfolio Management, ETFs, Bonds, Equities, Pensions, Life Insurance, Personal Finance, Fixed Annuities, Fixed Income
Education
The University of Calgary 1993 — 1997
Bachelor of Arts
Selena Z Selena Z's TD Asset Management Experience September 2011 - May 2013
Job Campaign Design & Execution Manager
Industry Banking
Experience
RBC May 2013 - Present
TD Asset Management September 2011 - May 2013
Expeditors Canada Inc. August 2009 - August 2011
Data Intelligence Inc. January 2005 - December 2008
Industrial and Commercial Bank of China December 2001 - August 2003
Skills
Analysis, Data Mining, Statistics, Analytics, SAS, Data Management, Data Warehousing, Business Intelligence, Access, Excel, Business Analysis, PowerPoint, Research, Data Analysis, Credit Risk, Predictive Analytics, Segmentation, Microsoft CRM, Logistic Regression, SQL Server..., T-SQL, VBA, XML, Data Modeling, Database Design, SQL Server BI..., Erwin 7.2, MS Visio..., CRM
Education
Tongji University 2000 — 2003
Master's Degree, Mathematical Statistics and Probability
Tongji University 1996 — 2000
Bachelor's Degree, Processing Engineering
RBC May 2013 - Present
TD Asset Management September 2011 - May 2013
Expeditors Canada Inc. August 2009 - August 2011
Data Intelligence Inc. January 2005 - December 2008
Industrial and Commercial Bank of China December 2001 - August 2003
Skills
Analysis, Data Mining, Statistics, Analytics, SAS, Data Management, Data Warehousing, Business Intelligence, Access, Excel, Business Analysis, PowerPoint, Research, Data Analysis, Credit Risk, Predictive Analytics, Segmentation, Microsoft CRM, Logistic Regression, SQL Server..., T-SQL, VBA, XML, Data Modeling, Database Design, SQL Server BI..., Erwin 7.2, MS Visio..., CRM
Education
Tongji University 2000 — 2003
Master's Degree, Mathematical Statistics and Probability
Tongji University 1996 — 2000
Bachelor's Degree, Processing Engineering
Heather McDonald Cavanagh Heather McDonald Cavanagh's TD Asset Management Experience April 2007 - October 2010
Job VP, Head of Communications, Institutional Channels & Investment Consultants at BMO Global Asset Management
Industry Investment Management
Experience
BMO Global Asset Management October 2010 - Present
TD Asset Management April 2007 - October 2010
TD Waterhouse 2004 - 2007
Picnic Marketing September 2001 - January 2004
Lowe RMP February 2000 - February 2002
RBC Royal Bank 1997 - 2000
Publicis • BCP Direct 1995 - 1997
Cohn & Wells Inc. 1992 - 1995
Skills
Investments, Strategic Planning, Relationship Management, Strategy, Marketing, Leadership, Business Development, Direct Marketing, Marketing Strategy, CRM, Marketing Communications, Business Strategy, Advertising, Strategic Communications, Program Management, Brand Management, Training, Analysis
Education
University of Guelph 2009 — 2010
M.A., Leadership Studies, College of Management & Economics
Wilfrid Laurier University 1989 — 1992
B.A., Political Science
BMO Global Asset Management October 2010 - Present
TD Asset Management April 2007 - October 2010
TD Waterhouse 2004 - 2007
Picnic Marketing September 2001 - January 2004
Lowe RMP February 2000 - February 2002
RBC Royal Bank 1997 - 2000
Publicis • BCP Direct 1995 - 1997
Cohn & Wells Inc. 1992 - 1995
Skills
Investments, Strategic Planning, Relationship Management, Strategy, Marketing, Leadership, Business Development, Direct Marketing, Marketing Strategy, CRM, Marketing Communications, Business Strategy, Advertising, Strategic Communications, Program Management, Brand Management, Training, Analysis
Education
University of Guelph 2009 — 2010
M.A., Leadership Studies, College of Management & Economics
Wilfrid Laurier University 1989 — 1992
B.A., Political Science
Cleo Hamel Cleo Hamel's TD Asset Management Experience May 1994 - November 1995
Job Senior Tax Analyst at American Expat Tax Services
Industry Financial Services
Experience
American Expat Tax Services September 2015 - Present
Starbucks March 2015 - Present
H&R Block Canada, Inc. January 2000 - May 2014
TD Asset Management May 1994 - November 1995
TD Bank June 1992 - May 1994
Skills
Customer Service, Italian, French, Microsoft Office, Microsoft Excel, Microsoft Word, Non-profits, PowerPoint, Recruiting, Problem Solving, Strategic Planning, Marketing Communications, Public Speaking, Public Relations, Marketing, Communication, Media Relations, Budget, Nonprofits, Budgets, Team Building, Social Media, Event Management, Management, Strategic Communications, Crisis Communications, Social Media Marketing, Corporate Communications, Press Releases, Speech Writing, Editing, Event Planning, Newsletters, Copywriting, Blogging, Facebook, Communications Planning, Advertising, Journalism, Reputation Management, Publicity, Copy Editing, Online Marketing, Web Content, Fundraising, Internal Communications, Spokesperson, Leadership, Marketing Strategy
Education
Mount Royal University 2012 — 2014
Public Relations Certificate, Public Relations/Image Management
University of Calgary 1985 — 1989
Management and Humanities
American Expat Tax Services September 2015 - Present
Starbucks March 2015 - Present
H&R Block Canada, Inc. January 2000 - May 2014
TD Asset Management May 1994 - November 1995
TD Bank June 1992 - May 1994
Skills
Customer Service, Italian, French, Microsoft Office, Microsoft Excel, Microsoft Word, Non-profits, PowerPoint, Recruiting, Problem Solving, Strategic Planning, Marketing Communications, Public Speaking, Public Relations, Marketing, Communication, Media Relations, Budget, Nonprofits, Budgets, Team Building, Social Media, Event Management, Management, Strategic Communications, Crisis Communications, Social Media Marketing, Corporate Communications, Press Releases, Speech Writing, Editing, Event Planning, Newsletters, Copywriting, Blogging, Facebook, Communications Planning, Advertising, Journalism, Reputation Management, Publicity, Copy Editing, Online Marketing, Web Content, Fundraising, Internal Communications, Spokesperson, Leadership, Marketing Strategy
Education
Mount Royal University 2012 — 2014
Public Relations Certificate, Public Relations/Image Management
University of Calgary 1985 — 1989
Management and Humanities
Rahul Sarugaser Rahul Sarugaser's TD Asset Management Experience November 2000 - August 2002
Job Vice President, Corporate Development at Hemostemix
Industry Biotechnology
Experience
Hemostemix June 2015 - Present
Centre for Commercialization of Regenerative Medicine (CCRM) March 2011 - June 2015
MaRS Investment Accelerator Fund October 2010 - March 2011
NasCell December 2009 - October 2010
GE Healthcare June 2009 - December 2009
Tissue Regeneration Therapeutics January 2005 - August 2008
TD Asset Management November 2000 - August 2002
Manulife Financial January 1999 - November 2000
Skills
Biotechnology, Stem Cells, Product Development, Strategic Planning, Business Strategy, Start-ups, Financial Modeling, New Business Development, Due Diligence, Medical Devices, Venture Capital, Intellectual Property, Strategy Development, Market Research, Life Sciences, Valuation, Entrepreneurship, Budgeting, Forecasting, Competitive Analysis, Market Analysis, Lifesciences, Strategy, Molecular Biology, Budgets, Commercialization, Drug Discovery, Business Development, Business Planning, Clinical Trials, Technology Transfer, Licensing, Cell Biology, Cell, Biomedical Engineering, Biopharmaceuticals
Education
University of Oxford 2008 — 2009
MBA, Finance & Marketing
University of Toronto 2004 — 2008
Ph.D., Biomedical Engineering
University of Toronto 2001 — 2003
M.A.Sc., Biomedical Engineering
Trent University 1995 — 1998
B.Sc. (Hons), Biochemistry
Hemostemix June 2015 - Present
Centre for Commercialization of Regenerative Medicine (CCRM) March 2011 - June 2015
MaRS Investment Accelerator Fund October 2010 - March 2011
NasCell December 2009 - October 2010
GE Healthcare June 2009 - December 2009
Tissue Regeneration Therapeutics January 2005 - August 2008
TD Asset Management November 2000 - August 2002
Manulife Financial January 1999 - November 2000
Skills
Biotechnology, Stem Cells, Product Development, Strategic Planning, Business Strategy, Start-ups, Financial Modeling, New Business Development, Due Diligence, Medical Devices, Venture Capital, Intellectual Property, Strategy Development, Market Research, Life Sciences, Valuation, Entrepreneurship, Budgeting, Forecasting, Competitive Analysis, Market Analysis, Lifesciences, Strategy, Molecular Biology, Budgets, Commercialization, Drug Discovery, Business Development, Business Planning, Clinical Trials, Technology Transfer, Licensing, Cell Biology, Cell, Biomedical Engineering, Biopharmaceuticals
Education
University of Oxford 2008 — 2009
MBA, Finance & Marketing
University of Toronto 2004 — 2008
Ph.D., Biomedical Engineering
University of Toronto 2001 — 2003
M.A.Sc., Biomedical Engineering
Trent University 1995 — 1998
B.Sc. (Hons), Biochemistry
Ken Miner Ken Miner's TD Asset Management Experience December 2004 - September 2014
Job Executive Vice President and Senior Managing Director at OMERS Capital Markets
Industry Investment Management
Experience
OMERS Capital Markets August 2015 - Present
TD Asset Management USA Inc. October 2014 - May 2015
TD Asset Management December 2004 - September 2014
TD Asset Management August 1995 - December 2004
Lancaster Investment Counsel Inc June 1991 - August 1995
Skills
Mutual Funds, Wealth Management, Strategy, Portfolio Management, Money Market, Risk Management, Bloomberg, Fixed Income, Equities, Investment Strategies, Asset Allocation, Alternative Investments, Capital Markets, Currency, Investments, Valuation, Asset Management, Leadership, Strategic Financial..., Derivatives, Investment Advisory, Investment Management, Financial Services, Hedge Funds, Banking, Securities, Bonds, Financial Planning
Education
Chartered Financial Analyst 1983 — 1985
CFA
University of Guelph 1979 — 1982
Bachelor of Arts (BA)
OMERS Capital Markets August 2015 - Present
TD Asset Management USA Inc. October 2014 - May 2015
TD Asset Management December 2004 - September 2014
TD Asset Management August 1995 - December 2004
Lancaster Investment Counsel Inc June 1991 - August 1995
Skills
Mutual Funds, Wealth Management, Strategy, Portfolio Management, Money Market, Risk Management, Bloomberg, Fixed Income, Equities, Investment Strategies, Asset Allocation, Alternative Investments, Capital Markets, Currency, Investments, Valuation, Asset Management, Leadership, Strategic Financial..., Derivatives, Investment Advisory, Investment Management, Financial Services, Hedge Funds, Banking, Securities, Bonds, Financial Planning
Education
Chartered Financial Analyst 1983 — 1985
CFA
University of Guelph 1979 — 1982
Bachelor of Arts (BA)
Lori L. MacKay, CFA Lori L. MacKay, CFA's TD Asset Management Experience July 1995 - September 2004
Job Vice President, Client Service/Business Development at Beutel, Goodman & Company Ltd.
Industry Investment Management
Experience
Beutel, Goodman & Company Ltd. April 2013 - Present
Legg Mason Canada October 2004 - March 2013
TD Asset Management July 1995 - September 2004
Sun Life Financial of Canada February 1993 - July 1995
Sun Life Financial of Canada January 1991 - January 1993
Sun Life Financial January 1989 - December 1990
Skills
Chartered Financial..., CFA, Investment Management, Securities, Equity Research, Mutual Funds, Portfolio Management, Alternative Investments, Asset Management, Capital Markets, Investments, Asset Allocation, Investment Strategies, Equities, Series 7, Trading, Fixed Income, Client Relations Skills, Financial Services, Private Equity, Hedge Funds, Wealth Management, Derivatives, Valuation
Education
University of Calgary 1980 — 1984
Bachelor of Commerce, Finance
Beutel, Goodman & Company Ltd. April 2013 - Present
Legg Mason Canada October 2004 - March 2013
TD Asset Management July 1995 - September 2004
Sun Life Financial of Canada February 1993 - July 1995
Sun Life Financial of Canada January 1991 - January 1993
Sun Life Financial January 1989 - December 1990
Skills
Chartered Financial..., CFA, Investment Management, Securities, Equity Research, Mutual Funds, Portfolio Management, Alternative Investments, Asset Management, Capital Markets, Investments, Asset Allocation, Investment Strategies, Equities, Series 7, Trading, Fixed Income, Client Relations Skills, Financial Services, Private Equity, Hedge Funds, Wealth Management, Derivatives, Valuation
Education
University of Calgary 1980 — 1984
Bachelor of Commerce, Finance
James Trinh, FRM, CIM's TD Asset Management Experience October 1998 - January 1999
Job Principal at Mercer
Industry Human Resources
Experience
Mercer October 2012 - Present
Royal Bank of Canada July 2009 - October 2012
Hugessen Consulting Inc. October 2006 - June 2009
Falconbridge Limited (prior to Xstrata plc merger in August 2006) August 2004 - September 2006
TD Bank July 2001 - August 2004
TD Waterhouse January 1999 - July 2001
TD Asset Management October 1998 - January 1999
Skills
Executive Pay, Equities, Incentive Programs, Financial Services, Mergers & Acquisitions, Deferred Compensation, Personnel Management, Compensation & Benefit, Benchmarking, Corporate Governance, Risk Management, Management, Program Management, Finance, Analytics, Job Evaluation, Succession Planning, Investments, Talent Management, Securities, Performance Management, Remuneration, HRIS, Consulting
Education
University of Manitoba 1995 — 1998
BComm (Honours), Finance
University of Manitoba 1991 — 1994
BSc, Physics & Mathematics
Mercer October 2012 - Present
Royal Bank of Canada July 2009 - October 2012
Hugessen Consulting Inc. October 2006 - June 2009
Falconbridge Limited (prior to Xstrata plc merger in August 2006) August 2004 - September 2006
TD Bank July 2001 - August 2004
TD Waterhouse January 1999 - July 2001
TD Asset Management October 1998 - January 1999
Skills
Executive Pay, Equities, Incentive Programs, Financial Services, Mergers & Acquisitions, Deferred Compensation, Personnel Management, Compensation & Benefit, Benchmarking, Corporate Governance, Risk Management, Management, Program Management, Finance, Analytics, Job Evaluation, Succession Planning, Investments, Talent Management, Securities, Performance Management, Remuneration, HRIS, Consulting
Education
University of Manitoba 1995 — 1998
BComm (Honours), Finance
University of Manitoba 1991 — 1994
BSc, Physics & Mathematics
Lee Hallows Lee Hallows's TD Asset Management Experience September 2006 - Present
Job Regional Vice President at TD Asset Management Southern Manitoba and Northern Saskatchewan
Industry Investment Management
Experience
TD Asset Management September 2006 - Present
AIC Investments December 2003 - September 2006
Credential Securities / Cambrian Credit Union April 1994 - December 2003
Skills
Mutual Funds, Wealth Management, Retirement Planning, Investments, Investment Advisory, Financial Services, Relationship Management, Investment Management, Risk Management, Retirement, Investment Strategies, Financial Advisory, Securities, Asset Allocation, Wealth, Wealth Management..., Asset Management, Fixed Income
Education
University of Manitoba
Bachelor of Commerce (Hons.), Accounting and Finance
TD Asset Management September 2006 - Present
AIC Investments December 2003 - September 2006
Credential Securities / Cambrian Credit Union April 1994 - December 2003
Skills
Mutual Funds, Wealth Management, Retirement Planning, Investments, Investment Advisory, Financial Services, Relationship Management, Investment Management, Risk Management, Retirement, Investment Strategies, Financial Advisory, Securities, Asset Allocation, Wealth, Wealth Management..., Asset Management, Fixed Income
Education
University of Manitoba
Bachelor of Commerce (Hons.), Accounting and Finance
Jim Keith, BA, CFP, CIM Jim Keith, BA, CFP, CIM's TD Asset Management Experience November 1996 - November 2000
Job Financial Services Professional
Industry Financial Services
Experience
RBC Wealth Management June 2010 - June 2011
North Shore Credit Union May 2007 - November 2009
Coast Capital Savings December 2000 - May 2007
TD Asset Management November 1996 - November 2000
Education
The University of British Columbia 1982 — 1986
B.A., English, History
RBC Wealth Management June 2010 - June 2011
North Shore Credit Union May 2007 - November 2009
Coast Capital Savings December 2000 - May 2007
TD Asset Management November 1996 - November 2000
Education
The University of British Columbia 1982 — 1986
B.A., English, History
Jennifer Greaves Jennifer Greaves's TD Asset Management Experience September 1999 - February 2002
Job Regional Sales Manager, Mobile Mortgage Specialists at TD Canada Trust
Industry Banking
Experience
TD Canada Trust December 2009 - Present
TD Insurance March 2006 - December 2009
TD Canada Trust February 2004 - March 2006
TD Canada Trust January 2002 - June 2003
TD Asset Management September 1999 - February 2002
TD Canada Trust September 1997 - May 1999
Skills
Mortgage Lending, Credit, Banking, Retail Banking, Loans, Relationship Management, Coaching, Commercial Banking, Investments, Sales Management, Insurance, Mutual Funds, Credit Analysis, Performance Management, Customer Service
Education
University of Manitoba 1994 — 1996
MBA
University of Manitoba
CERTIFICATE, HUMAN RESOURCE MANAGEMENT
The University of Winnipeg 1988 — 1993
BA (Hons), Business Admin/Psych
TD Canada Trust December 2009 - Present
TD Insurance March 2006 - December 2009
TD Canada Trust February 2004 - March 2006
TD Canada Trust January 2002 - June 2003
TD Asset Management September 1999 - February 2002
TD Canada Trust September 1997 - May 1999
Skills
Mortgage Lending, Credit, Banking, Retail Banking, Loans, Relationship Management, Coaching, Commercial Banking, Investments, Sales Management, Insurance, Mutual Funds, Credit Analysis, Performance Management, Customer Service
Education
University of Manitoba 1994 — 1996
MBA
University of Manitoba
CERTIFICATE, HUMAN RESOURCE MANAGEMENT
The University of Winnipeg 1988 — 1993
BA (Hons), Business Admin/Psych
Scott Lough Scott Lough's TD Asset Management Experience May 2012 - August 2012
Job FMP Cash Flow Analyst at GE Oil & Gas
Industry Investment Management
Experience
GE Oil & Gas January 2015 - Present
GE Capital Real Estate July 2014 - Present
GE Capital February 2014 - July 2014
GE May 2013 - February 2014
TD Wealth Management 2012 - May 2013
TD Asset Management May 2012 - August 2012
Research In Motion January 2011 - September 2011
Knowledge Circle Inc. April 2010 - August 2010
Lough Brothers Landscaping May 2009 - September 2009
Skills
Financial Analysis, Capital Markets, Corporate Finance, Equities, Teamwork, Time Management, Sales, Financial Reporting, Project Management, Fixed Income, Real Estate, Infrastructure, Team Leadership, Investment Management, Operations Management, Marketing, Finance, Leadership
Education
University of Ottawa 2008 — 2013
Bachelors of Commerce, Finance, CO-OP, Cum Laude
GE Oil & Gas January 2015 - Present
GE Capital Real Estate July 2014 - Present
GE Capital February 2014 - July 2014
GE May 2013 - February 2014
TD Wealth Management 2012 - May 2013
TD Asset Management May 2012 - August 2012
Research In Motion January 2011 - September 2011
Knowledge Circle Inc. April 2010 - August 2010
Lough Brothers Landscaping May 2009 - September 2009
Skills
Financial Analysis, Capital Markets, Corporate Finance, Equities, Teamwork, Time Management, Sales, Financial Reporting, Project Management, Fixed Income, Real Estate, Infrastructure, Team Leadership, Investment Management, Operations Management, Marketing, Finance, Leadership
Education
University of Ottawa 2008 — 2013
Bachelors of Commerce, Finance, CO-OP, Cum Laude
John Wong PMP John Wong PMP's TD Asset Management Experience 2000 - 2002
Job Business Systems Analyst/Project Manager at RBC Wealth Management
Industry Financial Services
Experience
OperTech Consulting Ltd 2010 - Present
RBC Wealth Management April 2013 - May 2015
SS&C Technologies July 2012 - April 2013
Temenos February 2012 - July 2012
Guardian Capital 2010 - February 2012
Eagle Investment Systems 2005 - 2010
Investment Administration Sciences 2002 - 2005
TD Asset Management 2000 - 2002
TD Bank 2000 - 2000
Canada Trust Investment Management 1998 - 2000
Skills
PMP, Business Analysis, SDLC, Requirements Gathering, Strategy, Program Management, Project Management, Portfolio Management, Equities, Fixed Income, Business Requirements, Vendor Management, Requirements Analysis, Capital Markets, Trading Systems, Data Warehousing
Education
University of Calgary
BA, Economics
OperTech Consulting Ltd 2010 - Present
RBC Wealth Management April 2013 - May 2015
SS&C Technologies July 2012 - April 2013
Temenos February 2012 - July 2012
Guardian Capital 2010 - February 2012
Eagle Investment Systems 2005 - 2010
Investment Administration Sciences 2002 - 2005
TD Asset Management 2000 - 2002
TD Bank 2000 - 2000
Canada Trust Investment Management 1998 - 2000
Skills
PMP, Business Analysis, SDLC, Requirements Gathering, Strategy, Program Management, Project Management, Portfolio Management, Equities, Fixed Income, Business Requirements, Vendor Management, Requirements Analysis, Capital Markets, Trading Systems, Data Warehousing
Education
University of Calgary
BA, Economics
Lori Hudson - MBA, PMP Lori Hudson - MBA, PMP's TD Asset Management Experience 1996 - 1999
Job CONNECTING THE DOTS THROUGH PEOPLE, PROCESSES, & PROFITS.
Industry Management Consulting
Experience
UnitedHealth Group September 2011 - April 2013
Wellpoint Anthem September 2005 - January 2011
Anthem August 2002 - April 2005
TD Bank 2001 - 2001
TD Bank 2000 - 2001
TD Bank 1999 - 2000
TD Asset Management 1996 - 1999
TD Bank 1994 - 1996
Skills
Six Sigma, Cross-functional Team..., Health Insurance, Process Improvement, Business Process..., PMP, Marketing Strategy, Visio, Change Management, Business Process, Management, Leadership, Analysis, Project Management, Training, Integration, Strategic Planning, Business Development
Education
Project Management Inst. 2001 — 2001
PMP, Project Management
Wilfrid Laurier University 2000 — 2001
MBA, General
University of Manitoba 1989 — 1993
Business, Finance and Marketing
UnitedHealth Group September 2011 - April 2013
Wellpoint Anthem September 2005 - January 2011
Anthem August 2002 - April 2005
TD Bank 2001 - 2001
TD Bank 2000 - 2001
TD Bank 1999 - 2000
TD Asset Management 1996 - 1999
TD Bank 1994 - 1996
Skills
Six Sigma, Cross-functional Team..., Health Insurance, Process Improvement, Business Process..., PMP, Marketing Strategy, Visio, Change Management, Business Process, Management, Leadership, Analysis, Project Management, Training, Integration, Strategic Planning, Business Development
Education
Project Management Inst. 2001 — 2001
PMP, Project Management
Wilfrid Laurier University 2000 — 2001
MBA, General
University of Manitoba 1989 — 1993
Business, Finance and Marketing
Belinda Leung's TD Asset Management Experience
Job Business Analyst at TD Asset Management
Industry Financial Services
Experience
TD Asset Management
Skills
Banking, Financial Analysis
Education
The University of Texas at Arlington 1991 — 1994
bachelor, accounting
TD Asset Management
Skills
Banking, Financial Analysis
Education
The University of Texas at Arlington 1991 — 1994
bachelor, accounting
Marc Kraichati's TD Asset Management Experience July 2011 - September 2014
Job Associate at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities May 2015 - Present
TD Direct Investing September 2014 - May 2015
TD Asset Management July 2011 - September 2014
TD Bank Group July 2010 - June 2011
Government of Canada September 2009 - January 2010
Internships January 2009 - September 2009
Skills
Strategic Communications, Business Relationship..., Business Strategy, International Relations, Business Development, Marketing, Research, Management, Economics, Strategy, Qualitative Research, French, Marketing Communications, Public Relations, Social Media, Banking, Change Management, Social Media Marketing, Organizational..., CRM, Public Speaking, Spanish, Policy Analysis, Leadership
Education
Canadian Securities Institute 2012 — 2015
Canadian Securities Course, CPH, Derivatives and Options Licensed within IIROC
University of Montreal 2007 — 2010
Masters
USJ 2004 — 2007
Bachelor
RBC Dominion Securities May 2015 - Present
TD Direct Investing September 2014 - May 2015
TD Asset Management July 2011 - September 2014
TD Bank Group July 2010 - June 2011
Government of Canada September 2009 - January 2010
Internships January 2009 - September 2009
Skills
Strategic Communications, Business Relationship..., Business Strategy, International Relations, Business Development, Marketing, Research, Management, Economics, Strategy, Qualitative Research, French, Marketing Communications, Public Relations, Social Media, Banking, Change Management, Social Media Marketing, Organizational..., CRM, Public Speaking, Spanish, Policy Analysis, Leadership
Education
Canadian Securities Institute 2012 — 2015
Canadian Securities Course, CPH, Derivatives and Options Licensed within IIROC
University of Montreal 2007 — 2010
Masters
USJ 2004 — 2007
Bachelor
Yvan Grégoire CFA's TD Asset Management Experience March 2001 - August 2007
Job president at pollitt investment management
Industry Investment Management
Experience
Pollitt Investment Management Counsel December 2008 - Present
Yvan Gregoire October 2007 - September 2008
TD Asset Management March 2001 - August 2007
Skills
Portfolio Management, Equities, Investments, Fixed Income, Asset Managment, Wealth Management, Capital Markets, Hedge Funds, Investment Strategies, Bloomberg, Investment Management, Investment Advisory, Derivatives, Securities, Asset Allocation, Asset Management, Alternative Investments, Financial Services, Equity Research, Mutual Funds, Financial Analysis, Wealth Management..., Private Equity, ETFs
Education
CFA 1989 — 1993
Université Laval 1980 — 1985
Bachelor of Science (B.Sc.), Physics Engeneering
Pollitt Investment Management Counsel December 2008 - Present
Yvan Gregoire October 2007 - September 2008
TD Asset Management March 2001 - August 2007
Skills
Portfolio Management, Equities, Investments, Fixed Income, Asset Managment, Wealth Management, Capital Markets, Hedge Funds, Investment Strategies, Bloomberg, Investment Management, Investment Advisory, Derivatives, Securities, Asset Allocation, Asset Management, Alternative Investments, Financial Services, Equity Research, Mutual Funds, Financial Analysis, Wealth Management..., Private Equity, ETFs
Education
CFA 1989 — 1993
Université Laval 1980 — 1985
Bachelor of Science (B.Sc.), Physics Engeneering
Craig Haiser's TD Asset Management Experience August 1997 - January 2004
Job Fixed Income Derivatives / Bank Debt Middle Office Operations
Industry Capital Markets
Experience
Bank of America Merrill Lynch July 2005 - Present
Cargill Investor Services October 2004 - June 2005
TD Asset Management August 1997 - January 2004
Skills
Swaps, Options, Fixed Income, Middle Office, Equities, Bonds, Derivatives, Commodities, Credit Derivatives, Bloomberg, Settlement, Hedge Funds
Education
University of Illinois at Chicago 1992 — 1997
BA, Finance
University of Illinois at Chicago
Bank of America Merrill Lynch July 2005 - Present
Cargill Investor Services October 2004 - June 2005
TD Asset Management August 1997 - January 2004
Skills
Swaps, Options, Fixed Income, Middle Office, Equities, Bonds, Derivatives, Commodities, Credit Derivatives, Bloomberg, Settlement, Hedge Funds
Education
University of Illinois at Chicago 1992 — 1997
BA, Finance
University of Illinois at Chicago
Robert Duncan CFA's TD Asset Management Experience 1998 - 2002
Job VP Corporate Development at NewGen Asset Management
Industry Investment Management
Experience
NewGen Asset Management February 2014 - Present
Family Office January 2012 - January 2014
State Street Bank September 2010 - January 2012
Burlington Capital December 2007 - September 2010
Full Cycle Energy Investment Management 2005 - 2007
PARC Capital/Rob Duncan Consulting 2003 - 2005
TD Asset Management 1998 - 2002
Bank of America 1990 - 1998
Skills
Tactical Asset..., Currency Overlay, Fixed Income Portfolio..., FX Trading and Sales, Hedge Fund Marketing, Trading, Hedge Funds, Investments, Asset Allocation, Fixed Income, FX Options, Portfolio Management, FX trading, Bonds, Equities, Bloomberg, Fund Of Funds, Investment Strategies, Alternative Investments
Education
CFA
CFA
University of Guelph
NewGen Asset Management February 2014 - Present
Family Office January 2012 - January 2014
State Street Bank September 2010 - January 2012
Burlington Capital December 2007 - September 2010
Full Cycle Energy Investment Management 2005 - 2007
PARC Capital/Rob Duncan Consulting 2003 - 2005
TD Asset Management 1998 - 2002
Bank of America 1990 - 1998
Skills
Tactical Asset..., Currency Overlay, Fixed Income Portfolio..., FX Trading and Sales, Hedge Fund Marketing, Trading, Hedge Funds, Investments, Asset Allocation, Fixed Income, FX Options, Portfolio Management, FX trading, Bonds, Equities, Bloomberg, Fund Of Funds, Investment Strategies, Alternative Investments
Education
CFA
CFA
University of Guelph
Ken Eslinger's TD Asset Management Experience December 2012 - Present
Job Vice President, Regional Sales Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments September 2014 - Present
TD Asset Management December 2012 - Present
TD Asset Management Inc. (TDAM) September 2011 - December 2012
AGF Investments October 2010 - August 2011
Regus Business Centre February 2001 - February 2011
Skills
Investments, Contract Negotiation, Sales Management, Negotiation, Real Estate, Sales, New Business Development, Customer Service, Small Business, Team Building, Marketing, Residential Homes, Coaching, Strategic Planning, Construction, Accounting, Business Development, Public Speaking, Account Management, Operations Management, Strategic Financial..., Mergers, Start-ups, Management, Leadership, Financial Planning, Entrepreneurship
Education
University of Calgary 1994 — 1999
BA, Economics
Franklin Templeton Investments September 2014 - Present
TD Asset Management December 2012 - Present
TD Asset Management Inc. (TDAM) September 2011 - December 2012
AGF Investments October 2010 - August 2011
Regus Business Centre February 2001 - February 2011
Skills
Investments, Contract Negotiation, Sales Management, Negotiation, Real Estate, Sales, New Business Development, Customer Service, Small Business, Team Building, Marketing, Residential Homes, Coaching, Strategic Planning, Construction, Accounting, Business Development, Public Speaking, Account Management, Operations Management, Strategic Financial..., Mergers, Start-ups, Management, Leadership, Financial Planning, Entrepreneurship
Education
University of Calgary 1994 — 1999
BA, Economics
Donny Bui Khac's TD Asset Management Experience December 2004 - November 2006
Job Trader DBK Inc
Industry Investment Management
Experience
DBK Inc. July 2012 - Present
Mercer Investment Consulting December 2009 - November 2011
Mercer Investment Consulting September 2008 - November 2011
TD Asset Management December 2004 - November 2006
Skills
Investment Management, Fixed Income, Bloomberg, Derivatives, Financial Markets, Investments, Portfolio Management, Equities, Capital Markets, Asset Management, Investment Strategies, Hedge Funds, Trading
Education
Université du Québec à Montréal 2006 — 2008
Master's, Applied Finance
CFA Institute
Level 2 Candidate
DBK Inc. July 2012 - Present
Mercer Investment Consulting December 2009 - November 2011
Mercer Investment Consulting September 2008 - November 2011
TD Asset Management December 2004 - November 2006
Skills
Investment Management, Fixed Income, Bloomberg, Derivatives, Financial Markets, Investments, Portfolio Management, Equities, Capital Markets, Asset Management, Investment Strategies, Hedge Funds, Trading
Education
Université du Québec à Montréal 2006 — 2008
Master's, Applied Finance
CFA Institute
Level 2 Candidate
Rick Helm, CFA's TD Asset Management Experience 1997 - 1999
Job Sr VP and Portfolio Manager at Cohen & Steers
Industry Investment Management
Experience
Cohen & Steers 2005 - Present
WM Advisors 2001 - 2005
Northwestern Trust 1999 - 2001
TD Asset Management 1997 - 1999
Parametric Portfolio Associates 1994 - 1995
Morgan Stanley Asset Management 1988 - 1994
Continental Heritage 1986 - 1988
Skills
Portfolio Management, Equity Research
Education
University of Denver - Daniels College of Business 1984 — 1986
MBA, Finance
University of Colorado Boulder 1977 — 1981
BS, Journalism
Cohen & Steers 2005 - Present
WM Advisors 2001 - 2005
Northwestern Trust 1999 - 2001
TD Asset Management 1997 - 1999
Parametric Portfolio Associates 1994 - 1995
Morgan Stanley Asset Management 1988 - 1994
Continental Heritage 1986 - 1988
Skills
Portfolio Management, Equity Research
Education
University of Denver - Daniels College of Business 1984 — 1986
MBA, Finance
University of Colorado Boulder 1977 — 1981
BS, Journalism
Lloyd Grabb's TD Asset Management Experience April 1997 - October 2001
Job Regional Director of Sales Northern Alberta at CIBC Asset Management Inc.
Industry Financial Services
Experience
CIBC Asset Management Inc (Renaissance Investments) March 2012 - Present
Morningstar April 2010 - February 2012
Capital International October 2007 - August 2009
Manulife Financial February 2005 - October 2007
John Hancock Life Insurance Company (U.S.A.) October 2001 - February 2005
TD Asset Management April 1997 - October 2001
Invesco Trimark 1996 - 1997
Education
University of Ottawa 1990 — 1995
B.Admin, Business Administration
Glendale H.S., Tillsonburg, ON 1985 — 1990
CIBC Asset Management Inc (Renaissance Investments) March 2012 - Present
Morningstar April 2010 - February 2012
Capital International October 2007 - August 2009
Manulife Financial February 2005 - October 2007
John Hancock Life Insurance Company (U.S.A.) October 2001 - February 2005
TD Asset Management April 1997 - October 2001
Invesco Trimark 1996 - 1997
Education
University of Ottawa 1990 — 1995
B.Admin, Business Administration
Glendale H.S., Tillsonburg, ON 1985 — 1990
Blaine Lennox's TD Asset Management Experience October 1995 - May 2001
Job Partner at Jarislowsky Fraser Limited
Industry Investment Management
Experience
Jarislowsky Fraser Limited June 2001 - Present
TD Asset Management October 1995 - May 2001
Skills
Asset Management, Investments, Wealth Management, Investment Strategies
Education
The University of Lethbridge 1989 — 1994
Bachelor of Management, Finance
Jarislowsky Fraser Limited June 2001 - Present
TD Asset Management October 1995 - May 2001
Skills
Asset Management, Investments, Wealth Management, Investment Strategies
Education
The University of Lethbridge 1989 — 1994
Bachelor of Management, Finance
Chimene Kotian's TD Asset Management Experience May 2005 - May 2007
Job Financial Planning Associate at TD Bank Group
Industry Banking
Experience
TD Wealth Compliance July 2012 - July 2013
TD Bank Group May 2007 - July 2012
TD Asset Management May 2005 - May 2007
Multilingual Community Interpreter Services, Canada August 2004 - May 2005
Skills
Banking, Mutual Funds, Analysis, Wealth Management, Relationship Management, Investments, Management, Credit, Retail Banking, Customer Service, Financial Analysis
Education
University of Mumbai
Bachelor Of Commerce
TD Wealth Compliance July 2012 - July 2013
TD Bank Group May 2007 - July 2012
TD Asset Management May 2005 - May 2007
Multilingual Community Interpreter Services, Canada August 2004 - May 2005
Skills
Banking, Mutual Funds, Analysis, Wealth Management, Relationship Management, Investments, Management, Credit, Retail Banking, Customer Service, Financial Analysis
Education
University of Mumbai
Bachelor Of Commerce
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY