TD Asset Management
Industry: Company
DescriptionFounded: 1987 Parent organization: Toronto–Dominion Bank Subsidiaries: TDAM USA Inc., TD Quantitative Capital,
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TD Asset Management Employees
BMO Global Asset Management, BMO Asset Management Inc. (Canada) 2009 - Present
Barclays Global Investors Canada LTD. 2004 - 2009
Barclays Global Investors Canada Ltd. 1995 - 2009
TD Asset Management 1991 - 1995
BHG Central Investment Management Inc. 1987 - 1991
Central Capital Management Inc. 1986 - 1987
Skills
Business Strategy, Finance, Strategic Planning, Business Development, Risk Management, Corporate Governance, Senior Executive..., Innovation, Sales & Marketing..., Wealth Management, Portfolio Management, Investment Strategies, Financial Services, Asset Management, Banking, Financial Markets, Capital Markets, Investment Management
Education
University of North Carolina at Chapel Hill
Master of Business Administration (M.B.A.), Finance, General
Delhi School of Economics
Master's Degree, Commerce
Delhi University
Bachelor's Degree, Commerce (Honors), Top 10 of 5,500
TD Asset Management February 2012 - Present
TD Securities October 2009 - February 2012
Ontario Teachers Pension Plan Board June 2005 - December 2008
Ontario Teachers' Pension Plan June 2003 - June 2005
Ontario Teachers' Pension Plan June 1999 - June 2003
Skills
Trading, Portfolio Management, FX, Derivatives, Corporate Finance, Asset Management, Risk Management, Mutual Funds, Quantitative Analytics, Trading Strategies, Options, Wealth Management, Investment Management, Equity Derivatives, Foreign Exchange, Asset Allocation, Asset Managment, Bloomberg, Capital Markets, Equities, Equity Research, FX Options, Financial Modeling, Financial Risk, Fixed Income, Hedge Funds, Investments, Management, Swaps
Education
CFA Institute
Chartered Financial Analyst
McGill University 1997 — 1999
MBA, Finance
University of Engineering and Technology, Lahore 1991 — 1996
Bachelor of Engineering, Civil Engineering
TD Asset Management November 2012 - Present
TD Asset Management 2009 - 2012
TD Asset Management 2007 - 2009
TD Asset Management 2004 - 2007
TD Asset Management 1996 - 2004
BMO Nesbitt Burns 1991 - 1996
Dean Witter Canada 1990 - 1991
Prudential Bache Securities 1989 - 1990
Skills
Risk Management, Credit, Credit Risk, Asset Management, Derivatives, Fixed Income, Credit Analysis, Equities, Portfolio Management, Banking, Financial Analysis, Financial Risk, Investments, Capital Markets, Bloomberg
Education
Simon Fraser University 1982 — 1987
Bachelor of Arts (B.A.), Economics
Vanguard June 2015 - Present
Queen's Real Estate Investment Conference October 2014 - April 2015
Queen's University March 2014 - April 2015
Queen's Capital September 2013 - April 2015
TD Asset Management (USA) May 2014 - August 2014
TD Asset Management May 2013 - August 2013
USA Hockey September 2004 - August 2013
Fieldpoint Private Bank and Trust May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Economics, Microsoft Word, Research, Salesforce.com, Black Diamond, Jack Henry, LaserApp, WealthX, NetX360, Microsoft SQL Server, Data Analysis, Eclipse, Fixed Income, Trading, Analysis, ETFs
Education
Queen's University 2011 — 2015
Bachelor of Arts Honours (B.A.H.), Economics, 3.51/4.0 GPA in final two years
Darien High School 2007 — 2011
TD Asset Management December 2008 - Present
TD Asset Management June 2003 - November 2008
TD Asset Management September 1998 - May 2003
Fiera YMG Capital 1992 - September 1998
Skills
Buy-side, Strategic Planning, Change Management, Business Analysis, Talent Development, Team Leadership, Coaching, Process Improvement, Wealth Management, Emotional Intelligence, Leading Change, Business Intelligence, Project Portfolio..., Talent Management, Risk Management
Education
McMaster University 1987 — 1991
Honours B. Commerce
GE Capital February 2015 - Present
GE Capital July 2007 - February 2015
TD Bank Financial Group May 2005 - June 2007
TD Bank Financial Group 2003 - 2005
TD Asset Management 2000 - 2003
Skills
Credit Risk, Financial Analysis, Financial Modeling, Portfolio Management, Business Strategy, Credit Analysis, Credit, Financial Services, Banking
Education
The University of Western Ontario - Richard Ivey School of Business 1998 — 2000
Master of Business Administration (M.B.A.), Finance & Strategy, 3.79 / 4.00
Indian Institute of Technology, Delhi 1978 — 1982
Bachelor of Technology (B.Tech.), Electrical and Electronics Engineering, 8.26 / 10.00
TD Wealth August 2015 - Present
TD Asset Management August 2013 - August 2015
J.P. Morgan Asset Management May 2012 - August 2012
Foundation Western May 2011 - August 2011
Ontario Ministry of Environment July 2010 - September 2010
Skills
Financial Analysis, Microsoft Excel, Analysis, Teamwork, Financial Modeling, Research, Excel, Sales, Leadership, Data Analysis, Customer Service, Microsoft Office, Economics, PowerPoint, Social Media, Investment Research, Mentoring, VBA, Time Management, Bloomberg, Fundamental Analysis
Education
CFA Institute
Ivey Business School at Western University 2011 — 2013
Bachelor, HBA 2013
Reims Management School 2013 — 2013
Bachelor's degree, Masters Sup de Co Exchange Program
The University of Western Ontario 2009 — 2011
Bachelor, Management and Organizational Studies Finance and Administration
University of Toronto Schools 2003 — 2009
High School
TD Asset Management November 2013 - Present
TD Wealth Management December 2010 - November 2013
TD Canada Trust January 2010 - December 2010
Skills
Mutual Funds, Financial Analysis, Bloomberg, Equities, Investments, Fund Accounting, Derivatives, Banking, Wealth Management, Asset Management, Valuation, Account Reconciliation, Finance, Microsoft Excel, Retail Banking
Education
McMaster University 2002 — 2006
Bachelor's degree, Economics
Bank of New Hampshire November 2013 - Present
TD Asset Management January 2009 - November 2013
TD Asset Management January 2008 - December 2008
TD Wealth Management June 1998 - December 2008
Investors Bank & Trust February 1997 - June 1998
Skills
Wealth Management, Asset Allocation, Portfolio Management, Investment Strategies, Mutual Funds, Investments, Equities, Fixed Income, Banking, Securities, Financial Risk, Financial Services, Investment Management, Investment Advisory, Asset Management, Bloomberg
Education
Southern New Hampshire University 1998 — 2000
Masters, Business Administration
University of New Hampshire 1989 — 1993
BS, Resource Economics
The Carlyle Group February 2014 - Present
DGAM February 2004 - Present
Credit Suisse July 2001 - January 2004
TD Asset Management 1997 - 1999
Skills
Hedge Funds, Portfolio Management, Alternative Investments, Financial Risk, Due Diligence, Derivatives, Equities
Education
London Business School 1999 — 2001
MBA, Finance
University of Toronto 1991 — 1995
Bachelor of Arts (BA), Economics
PIMCO February 2013 - Present
TD Asset Management January 2009 - February 2013
Fidelity Investments October 2006 - January 2008
Fidelity Investments July 2006 - October 2007
Cornelious Pools May 2006 - July 2006
Scott-Moncrieff October 2005 - April 2006
Enhanced Marketing Solutions Co May 2004 - August 2005
Skills
Strategic Financial..., Retirement Planning, Financial Analysis, Financial Services, Portfolio Management, Financial Modeling, Investments, Asset Managment, Strategic Planning, Estate Planning, Mutual Funds, Risk Management, Business Planning, Banking, Wealth Management, Business Strategy, Asset Allocation, Equities, Insurance, Business Development, CRM, Financial Advisory, Relationship Management, Strategy
Education
CSI
Portfolio Management Techniques (PMT)
CSI
Investment Management Techniques (IMT)
CSI 2013 — 2013
Canadian Securities Course (CSC)
The Humphrey Group Inc 2013 — 2015
Speaking as a Leader
Boston College 2008 — 2008
Techniques for Successful Presentations
Boston College 2008 — 2008
Influencing: How to Achieve Results
Boston College 2008 — 2008
Project Management for Everyone
IFIC 2008 — 2008
The Canadian Investment Funds Course (IFIC)
George Brown College 2007 — 2008
Fundamentals to Financial Planning, Financial Planning and Services
Dalhousie University 2001 — 2005
Double Advanced Major, Political Science and International Development Studies
Franklin Templeton Investments March 2015 - Present
TD Asset Management November 2010 - March 2015
Fidelity Investments Canada April 2003 - October 2010
Skills
Mutual Funds, Investments, Equities, Portfolio Management, Wealth Management, Securities, Relationship Management, Asset Management, Investment Strategies, Asset Managment
Education
CFA Institute
Chartered Financial Analyst (CFA)
CAIA Association
Chartered Alternative Investment Analyst (CAIA)
Canadian Securities Institute
Fellow of the Canadian Securities Institute
Queen's University 1999 — 2004
HBA, Applied Economics
Canadian Securities Institute
Canadian Investment Manager
TD Asset Management 2015 - Present
Brookfield Asset Management June 2013 - September 2013
Banco Santander.- Allfunds bank January 2008 - June 2012
B Asesores September 2006 - December 2007
Laurentian Bank (Montreal, Canada) January 2005 - August 2006
Skills
Mutual Funds, Portfolio Management, Investments, Equities, Asset Management, Fixed Income, Capital Markets, Languages, Geopolitics, bonds, derivatives, real estate, FX, Financial Analysis, Consultancy, Private Banking, Macroeconomics, behavioral finance, Socially Responsible..., Market Research, Corporate Finance, Financial Management, Business Ethics, emerging markets, Financial Planning, Asset Managment, Bloomberg, Reuters, Morningstar, Lipper, Morningstar Direct, Financial Modelling, Valuation
Education
Schulich School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, General
HEC Montreal 2001 — 2004
Business Administration, Market Finance
University of Bath 2004 — 2004
International Business, Exchange Program
Collège Jean-de-Brébeuf 1998 — 2000
Scotiabank November 2014 - Present
RBC Bank October 2006 - October 2014
TD Asset Management July 2000 - May 2006
TD Asset Management January 2000 - March 2006
Skills
Business Development, Urban Planning, Risk Management, Credit Risk, Asset Management, Consumer Lending, Financial Analysis, Residential Mortgages, Retirement Planning
Education
University of Manitoba 1981 — 1983
Master in City Planning MCP
McMaster University 1974 — 1979
Honours BA, Urban Geography, 70
Liang Bros Inc. June 2013 - Present
TD Asset Management May 2015 - September 2015
Tutor Doctor May 2014 - August 2014
MTW Law Firm May 2013 - August 2013
Concord Insurance & Financial Planning Group Inc June 2012 - August 2012
Skills
Research, Microsoft Excel, Microsoft Office, Digital Printing, Team Leadership, Web Design, Photoshop, Financial Modelling, Google Analytics, Digital Strategy, Teamwork, Marketing Design, Illustrator, C++, Java, Omniture, Marketing Consulting, SDL Tridion, User Experience, Google Tag Manager, Adobe Omniture, Public Speaking
Education
Ivey Business School at Western University 2014 — 2016
Honours Business Administration, Finance and Financial Management Services
Western University 2012 — 2017
Engineer's Degree, Computer Software Engineering, 4.0 GPA
Unionville High School 2009 — 2011
High School, 95% Average
TD Asset Management February 2014 - Present
Guotai Junan Securities Co., Ltd June 2013 - August 2013
Bank of China April 2012 - May 2012
C.P. Group (Charoen Pokphand Group Co.,Ltd) June 2011 - August 2011
Skills
Bloomberg, BondEdge, Fixed Income, Python, VBA, SQL, Matlab, Mandarin, Financial Engineering, Quantitative Finance, C++, Data Analysis, C, Quantitative Analytics, R, Monte Carlo Simulation, Financial Modeling, Statistics, S-Plus, Portfolio Management
Education
Columbia University in the City of New York 2012 — 2013
Master's degree, Financial Engineering
Tsinghua University 2008 — 2012
BS, Industrial Engineering
Royal Institute of Technology(Sweden) 2010 — 2011
Exchange Study, Industrial Engineering
No. 2 High School of East China Normal University 2005 — 2008
Senior high school, Science
TD Asset Management 2014 - Present
Skills
Investments, Finance, Portfolio Management, Financial Modeling, Bloomberg, Sales, Investment Strategies, Business Development, Marketing, Marketing Strategy, Trading, Accounting, Equities, Financial Analysis, Valuation, Asset Management, Corporate Finance, Investment Banking, Strategic Financial..., Social Media Marketing
Education
Duke University - Fuqua School of Business 2010 — 2011
Master of Management Studies
Northwestern University 2006 — 2010
Bachelor of Arts (B.A.)
KJ
KJ
Middlefield Group June 2014 - Present
TD Asset Management May 2014 - August 2014
FirstEnergy Capital Corp May 2012 - August 2012
Macquarie Group June 2011 - August 2011
Everlast Energy Distributors January 2011 - May 2011
Skills
Financial Modeling, Microsoft Excel, Strategy, Corporate Finance, Valuation, Financial Analysis, Economics, Finance, Accounting, Access, Research, Financial Statement..., Equity Research, Microsoft Office, PowerPoint, Microsoft Word, Financial Accounting, Team Leadership, Strategic Planning, Market Research, Public Speaking, VBA, Accumap, GeoScout
Education
Babson College 2010 — 2014
Business Ad, Finance, General
Sproule In House Course 2011 — 2011
Evaluation of Canadian Oil & Gas Properties, Oil and Gas
Shawnigan Lake Boarding School 2007 — 2010
High School Diploma
TD Auto Finance May 2014 - Present
TD Asset Management 2012 - May 2014
TD Bank Group 2011 - 2012
TD Canada Trust 2010 - 2011
TD Bank Group 2008 - 2010
Skills
People Management, New Business Development, Sales Management, Strategic Planning, Financial Analysis, Negotiation, Influential, Team Motivator, Wholesale Banking, Wholesale Sales, Banking, Mortgage Lending, Mutual Funds, Investments, Alternative Investments, Education, Small Business Lending, Asset Based Lending, Corporate Lending, Commercial Lending, Retail Banking, Quantitative Finance, Personal Finance, Corporate Finance, French, Coaching, Sales Growth, Customer Relations, Customer Service, Public Speaking, Event Management, Event Planning, Loans, Credit, Portfolio Management, Sales, Management, Relationship Management
Education
GARP 2012 — 2013
FRM -Financial Risk Manager, Risk Management
CFA Institute 2009 — 2011
CFA Charterholder, Finance
Concordia University 2003 — 2006
BsC, Computer Science with Concentration in Economics
Desjardins December 2010 - Present
Michael Page January 2010 - December 2010
- May 2008 - December 2009
Caisse de dépôt et placement du Québec 2004 - 2008
TD Asset Management November 2000 - August 2001
Skills
Risk Management, Investments, Economics, Credit Risk, Trading, Bonds, Financial Modeling, Banking, VBA, Asset Management, Derivatives, FX, Business Analysis, Bloomberg, Quantitative Analysis, Equities, Fixed Income, Market Risk, Statistics, Risk Analysis, Asset Allocation, Basel II
Education
HEC Montréal
M.Sc., Financial Economics
Collège Jean-de-Brébeuf
Clarus Securities August 2011 - Present
GMP Securities September 2004 - October 2009
GMP Securities January 2000 - September 2004
TD Asset Management November 1998 - January 2000
Skills
Equities, Equity Research, Investments, Securities, Equity Valuation
Education
Dalhousie University 1996 — 1998
MBA, Finance, Marketing
McGill University 1992 — 1996
BSc, Physiology
TD Wealth April 2005 - Present
Morgan Meighen & Associates October 2003 - March 2005
TD Asset Management September 1999 - September 2003
RBC Royal Bank September 1998 - September 1999
RBC Royal Bank September 1997 - September 1998
Whistler Blackcomb 1995 - 1997
Skills
Wealth Management, Investments, Mutual Funds, Investment Strategies, Investment Advisory, Asset Allocation, Retirement Planning, ETFs, Asset Managment, Portfolio Management, Strategic Financial..., Estate Planning, Wealth, Financial Advisory, Capital Markets, Securities, Fixed Income, Options, Equities, Alternative Investments
Education
McMaster University 1993 — 1994
BA, Political Science
McMaster University 1989 — 1993
BA, Economics
Goodwood Inc. June 2005 - Present
TD Asset Management November 2003 - June 2005
Skills
Investments, Equities, Trading, Portfolio Management, Wealth Management, Financial Reporting, Capital Markets, Derivatives, Hedge Funds, Analysis, Bloomberg, Securities, Fixed Income, Equity Trading, Alternative Investments, Financial Risk, Valuation
Education
The University of Calgary 1999 — 2003
BComm, Finance, Haskayne School of Business
Haskayne School of Business
TD Asset Management November 2014 - Present
Octagon Capital October 2009 - May 2014
Octagon Capital March 2007 - September 2009
RBC January 2005 - March 2007
Skills
Mining, Investments, Equity Research, Finance, Investment Management, Investor Relations, Due Diligence, Mergers & Acquisitions, Gold, Business Strategy, Commodity, Capital Markets, Equities, Valuation, Financial Modeling, Corporate Finance, Trading, Geology, Bloomberg, Private Equity, Equity Valuation, Venture Capital, Hedge Funds, Securities
Education
York University - Osgoode Hall Law School 2012 — 2012
Certificate in Mining Law
Concordia University 2003 — 2006
MBA, Investment Management
Zhongnan University of Economics and Finance
Bachelor's degree, Accounting
The Depository Trust & Clearing Corporation 2012 - Present
Nomura Securities 2011 - 2012
Morgan Stanley 2008 - 2011
Bear Stearns 2006 - 2008
Citigroup 2005 - 2006
CMHC 2002 - 2005
TD Asset Management 2001 - 2002
Education
Université de Rennes I
PhD, Management Science (Quantitative Finance)
Université de Rennes I
DEA, Finance
Dongbei University of Finance and Economics
B.Sc, Information Systems and Econometrics
TD Asset Management May 2013 - August 2013
TD Waterhouse May 2012 - August 2012
TD Waterhouse May 2011 - August 2011
Skills
Time Management, Microsoft Office, Teamwork, Investments, Derivatives, Risk Management, Financial Analysis, Financial Statement..., Equities, Capital IQ, Fixed Income, Asset Allocation, Presentations, Research, Qualitative Research, Quantitative Research, Equity Valuation, Analysis Reports, Microsoft Excel, PowerPoint, Economics
Education
Queen's University 2010 — 2014
Bachelor of Commerce (B.Com.)
Fudan University 2012 — 2012
Business Interntional Exchange Program
Appleby College 2007 — 2010
High School Diploma
BNP Paribas Corporate and Institutional Banking February 2013 - Present
Queen's University Alternative Assets Fund December 2011 - June 2012
Citi April 2010 - May 2011
TD Securities May 2008 - December 2008
TD Asset Management May 2007 - August 2007
Research in Motion September 2006 - December 2006
Skills
Fixed Income, Derivatives, Financial Modeling, Equities, Capital Markets, Bloomberg, Equity Derivatives, Investment Banking, Options, Trading, Portfolio Management, Electronic Trading, Mutual Funds, Structured Finance
Education
Queen's University 2011 — 2012
MBA
University of Waterloo 2004 — 2009
Honours Bachelor of Computer Science
Russell Investments January 2015 - Present
TD Asset Management January 2014 - January 2015
Pivotal Planning Inc. May 2010 - January 2015
Proud to be Me October 2011 - March 2014
CIBC Wood Gundy May 2008 - May 2010
ScotiaMcLeod August 1999 - May 2008
Skills
Retirement Planning, Strategic Financial..., Investments, Project Planning, Wealth Management, Investment Advisory, Estate Planning, Financial Planners, Investment Strategies, Event Management, Succession Planning, Economics, Alternative Investments, Insurance, Event Planning, Non-profit..., Public Speaking, Fundraising, Charity Work, Marketing Strategy, Money Management, Investment Management, Asset Allocation, Finance, Financial Advisory, Wealth Management..., Retirement, Mutual Funds
Education
Algonquin College of Applied Arts and Technology
Diploma, Finance
Carleton University
BA, Economics
TD Asset Management November 2010 - Present
TD Asset Management November 2002 - October 2010
Skills
Bloomberg, Mutual Funds, Fixed Income, Portfolio Management, Investments, Equities, Asset Management, Securities, Wealth Management, Capital Markets, Asset Allocation, Relationship Management, Investment Management, Derivatives, Risk Management, Investment Strategies
Education
Carleton University
BCA Research April 2014 - Present
SS&C Technologies July 2013 - April 2014
Standard Life Investments January 2012 - May 2012
TD Asset Management May 2011 - August 2011
Bank of America February 2007 - October 2008
Sitel September 2005 - January 2007
Skills
Financial Modeling, Bloomberg, Capital IQ, Excel, Microsoft Excel, Equity Research, Credit Analysis, Investments, Financial Analysis, Equities, Teamwork, Corporate Finance, Finance, Capital Markets, Asset Management
Education
Concordia University 2009 — 2013
Bachelor of Commerce, Finance Major
PIMCO March 2012 - Present
RBC Global Asset Management November 2008 - March 2012
PMI Canada January 2008 - August 2008
TD Asset Management 2005 - 2008
TD Canada Trust 2000 - 2005
Skills
Wealth Management, Mutual Funds, Event Planning, Portfolio Management, Investments, Investment Strategies
Education
King's University College 1994 — 1998
RBC Dominion Securities April 2012 - Present
Richardson GMP Limited December 2004 - April 2012
CIBC Wood Gundy January 2003 - December 2004
TD Asset Management July 2002 - January 2003
Skills
Portfolio Management, Equities, Investment Strategies, Asset Allocation, Wealth Management, Investment Advisory, Asset Management, Financial Analysis, Investments, Investment Management, Finance, Securities
Education
HEC Montreal 1999 — 2002
Collège Stanislas
French Baccalaureate
Mackenzie Investments January 2015 - Present
TD Asset Management June 2012 - January 2015
Sun Life Global Investments June 2011 - June 2012
Fidelity Investments June 2006 - May 2011
TD Bank May 2005 - July 2006
HSBC Finance February 2003 - May 2005
Skills
Wealth Management, Investment Strategies, Mutual Funds, Strategic Financial..., Investments, Retirement Planning, Investment Advisory, Financial Advisory, Financial Services, Wealth, Insurance, Retirement, Financial Planning
Education
Canadian Securities Institute (CSI) 2009 — 2009
Certificate, Financial Planning
Université de Montréal - HEC Montréal 2002 — 2005
B.Comm, Finance
Investment Planning Counsel March 2015 - Present
NEI Investments September 2011 - November 2012
Qtrade Financial Group May 2010 - May 2011
Queensbury Strategies Inc. May 2009 - May 2010
TD Asset Management 2006 - 2008
Front Street Capital 2001 - 2006
SVC O'Donnell 1997 - 1999
Skills
Mutual Funds, Investments, Financial Advisory, Portfolio Management, Asset Management, Wealth Management, Risk Management, Securities, Analysis, Retirement Planning, Wealth, Investment Strategies, Alternative Investments, Financial Services, Investment Advisory, Retirement, Strategic Financial..., Asset Allocation, Sales, ETFs, Investment Management, Equities, Relationship Management, Fixed Income, Business Development, Hedge Funds, Wealth Management..., Trading, Financial Markets, Funding, Financial Planning
Education
Carleton University 1992 — 1996
Economics
Integra Leadership 2006 - Present
Integra Leadership 2006 - Present
Integra Leadership 2006 - Present
Conflict Mediation Services of Downsview 2006 - 2011
TD Asset Management August 2001 - August 2003
AFG Financial Group September 1999 - August 2001
Skills
Leadership Development, Coaching, Team Management, Conflict Management, Conflict Resolution, Mediation, Executive Coaching, Negotiation, Organizational..., Team Leadership, Employee Engagement, Team Building, Change Management, Training, Public Speaking, Marketing Communications, Management, Management Consulting, Performance Management, Leadership, Talent Acquisition, Business Planning, Workshop Facilitation, Personal Development, Entrepreneurship, Emotional Intelligence, Facilitation, Project Management
Education
York University - Joseph E. Atkinson Faculty of Liberal and Professional Studies 2005 — 2006
Certificate, Conflict Resolution
Queen's University 1979 — 1982
Sir Wilfried Laurier
Master of Arts (MA), Spiritual Care and Psychotherapy
Pro-Financial Asset Management August 2010 - May 2011
Northwest Mutual Funds January 2010 - August 2010
Northwest Mutual Funds February 2006 - January 2010
TD Asset Management January 2005 - February 2006
Skills
Teaching, English grammar, English Literature, Middle School, Secondary Education, Interdisciplinary..., Collaborative Learning
Education
D'Youville College 2011 — 2012
Masters of Science, Secondary Education and Teaching
McMaster University 2000 — 2004
Honours Bachelor of Arts, English
HLA Coaching January 2011 - Present
CIBC Asset Management March 2008 - July 2010
TD Asset Management 2005 - 2008
IA Clarington March 2002 - November 2005
CI Investments Inc. August 1997 - March 2002
Skills
Mutual Funds, Wealth Management, Team Building, Coaching, Leadership, Change Management, Risk Management, Public Speaking, Strategic Planning, Personal Development, Customer Experience, Executive Coaching, Performance Management, Strategy, Team Leadership, Workshop Facilitation, Employee Training, Business Development, Business Planning, Life Coaching, Conflict Resolution, Sales Management, Emotional Intelligence, Leadership Development, Organizational..., Training, Organizational..., Management Consulting, Entrepreneurship, Training Delivery
Education
Concordia University 2010 — 2011
PPCC, Professional and Personal Life Coaching
McGill University 2003 — 2004
Graduate Diploma, Human Relations., GDip Educational & Counselling Psychology
McGill University 1992 — 1996
B.A., Psychology
Connor Clark & Lunn Financial Group July 2004 - Present
TD Asset Management October 1993 - July 2004
TD Bank June 1981 - October 1993
Skills
Investments, Mutual Funds, Marketing Strategy, Product Management, Product Development, Business Development, Institutional..., Marketing, Business Strategy, Investment Management, CRM, Strategic Planning, Product Marketing, Management, Portfolio Management, Finance, Sales, Asset Management, Financial Services, Investment Strategies, Wealth Management, Alternative Investments, Relationship Management
Education
CFA Society 1996 — 1999
CFA
Simon Fraser University 1984 — 1987
B.BA
TD Asset Management February 2013 - 2015
TD Asset Management February 2011 - February 2013
TD Mutual Funds November 2006 - February 2011
TD Mutual Funds September 2000 - October 2006
TD Canada Trust 1995 - 1999
Skills
Mutual Fund Sales, Investment Products, Presentation Skills, Mutual Funds, Relationship Management, Financial Services, Marketing Strategy, Wealth Management, Securities, ETFs, Asset Allocation, Investment Strategies, Alternative Investments, Retirement Planning, Financial Advisory, Investments, Retirement, Asset Managment, Wealth, Portfolio Management, Fixed Income, Insurance, Strategic Financial..., Building Relationships, Business Planning, Investment Advisory, Selling, Sales, Business Development, Asset Management, Series 7, Investment Management, Credit, Fixed Annuities, High Net Worth..., Equities, Trading, Financial Planners, Banking, Mortgage Lending, Sales Operations, Direct Sales, Estate Planning, Financial Analysis, Management, Wealth Management..., Bonds, Capital Markets, Financial Markets, Loans
Education
The Fusion Group 2014 — 2014
Canadian Securities Institute 2000 — 2001
Professional Financial Planner, PFP
Ryerson University
Bachelor of Business Management, Finance and Marketing
Urban Properties Ltd. 2011 - Present
Urban Properties Ltd. August 2010 - Present
Re/Max Crest Realty Westside 2007 - 2010
Royal LePage 2007 - 2009
TD Asset Management 1995 - 2006
Skills
Condos, Property Management, Referrals, Real Estate Transactions, Investments, Relocation, Investment Properties, Real Property, First Time Home Buyers, Listings, New Home Sales, Single Family Homes, Sales, Real Estate, Sellers, Portfolio Management, Banking, Loans, Management, Investors, Mortgage Lending, Buyer Representation
Education
Simon Fraser University 1990 — 1994
Bachelor's degree, Communications/Business
TD Wealth Private Client Group September 2013 - Present
TD Asset Management February 2006 - August 2013
Wells Fargo co March 2002 - June 2004
Skills
Portfolio Management, Asset Allocation, Wealth Management, Investments, Equities, Mutual Funds, Asset Management, Fixed Income, Investment Strategies, Alternative Investments, Financial Services, High Net Worth..., Investment Advisory, Investment Management, Retirement Planning, Series 7, Wealth
Education
Youngstown State University 1996 — 1998
MBA, Business
UNLV 2004 — 2005
M.Ed, Special Education
Indiana University of PA 1991 — 1995
BS, Finance
Scotiabank Global Banking and Markets January 2015 - Present
CIBC Asset Management June 2014 - January 2015
TD Asset Management April 2013 - August 2013
RBC Royal Bank of Canada April 2012 - August 2012
RBC Dexia Investor Services June 2011 - August 2011
Skills
Financial Analysis, Financial Reporting, Microsoft Excel, Finance, Equity Research, Portfolio Management
Education
The University of Western Ontario - Richard Ivey School of Business 2012 — 2014
HBA, Honors Business Administration
The University of Western Ontario 2010 — 2012
BMOS, Finance and Administration
Mississauga Secondary School 2006 — 2010
CBC/Radio-Canada October 2014 - Present
CBC/Radio-Canada July 2012 - Present
CBC/Radio-Canada May 2013 - July 2014
City of Toronto Museums January 2013 - April 2013
TD Asset Management August 2009 - June 2011
BUNAC January 2009 - May 2009
BUNAC January 2009 - February 2009
SANDEMANs NEW Europe Tours July 2008 - February 2009
TD Asset Management June 2006 - June 2007
McGill Tribune May 2002 - April 2003
Skills
Customer Service, Administration, Reporting, Documentation, Records Management, CRM software, AML, KYC, Compliance, Research, Analysis, Attention To Detail, Big Picture Thinking, Social Media, English, Writing, Editing, Proofreading, History, Teaching, Public Speaking, Process Mapping, Process Improvement, Mac OS, Microsoft Office, Quark XPress, Travel, Tourism, Non-profit..., Time Management
Education
Centennial College 2012 — 2013
Postgraduate Certificate, Culture & Heritage Site Management
McGill University 2001 — 2006
Bachelor of Arts, Canadian Studies; History
Westmount Collegiate Institute 1996 — 2001
Ontario Secondary School Diploma
TD Direct Investing September 2013 - Present
TD Bank Group May 2012 - February 2013
TD Waterhouse May 2011 - May 2012
TD Asset Management August 2010 - May 2011
TD Asset Management January 2009 - August 2009
TD Waterhouse Discount Brokerage 2007 - 2009
TD Waterhouse November 2006 - September 2007
Skills
Mutual Funds, Investments, Relationship Management, Derivatives, Options, Wealth Management, Fixed Income, Equities, Portfolio Management, Banking, Investment Strategies, Management, Retail Banking, Bloomberg, Credit, Trading, Investment Management, Securities, Capital Markets, Financial Markets, Electronic Trading, Bonds, Equity Trading, Equity Derivatives, Business Development, Financial Services
Education
University of Guelph 1997 — 2002
B.Sc., Mathematics
Canadian Securities Institute 2006 — 2009
University of Leipzig 2004 — 2005
Timbercreek Asset Management June 2013 - Present
Rogers Publishing December 2012 - June 2013
Totem (TC Media) February 2011 - June 2012
TD Mutual Funds August 2010 - February 2011
TD Asset Management March 2007 - August 2010
TD Canada Trust August 2005 - March 2007
Skills
Content Marketing, Project Management, Community Management, Social Media, CRM, Marketing Strategy, Market Research, Corporate Communications, Data Analysis, Salesforce.com, Brand Management, Public Relations, Strategic Planning, Marketing Communications
Education
Ryerson University 2004 — 2006
Bcom, Marketing
George Brown College 2001 — 2004
Financial Planning Diploma
Morgan Stanley July 2015 - Present
The Queen's Business Review March 2013 - April 2015
Morgan Stanley June 2014 - August 2014
Queen's Global Markets (QGM) July 2013 - January 2014
Queen's Women in Leadership January 2013 - November 2013
TD Asset Management May 2013 - August 2013
Queen's School of Business March 2013 - April 2013
Queen's Women in Leadership January 2012 - November 2012
Skills
Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Event Planning, Critical Thinking, Microsoft Word, Teamwork, Public Speaking, Customer Service, Team Leadership, French, Research, Leadership, Strategic Planning, English, Teaching, Project Planning, Time Management, Event Management
Education
Queen's University 2011 — 2015
Bachelor of Commerce, Finance
Sciences Po 2014 — 2014
Master in Economics and Business
The University of Hong Kong 2012 — 2012
Global Business in Asia, International Business
South Island School 2009 — 2011
International Baccalaureate Diploma, 44 IB Diploma Points
TD Asset Management
Skills
Capital Markets, Fixed Income, Equities, Portfolio Management, Derivatives, Bloomberg, Investment Strategies, Investment Management, Wealth Management, Bonds, Hedge Funds, Alternative Investments, Mutual Funds, Asset Management, Investment Advisory
Education
Ivey Business School at Western University 1991 — 1993
MBA
University of Toronto - Victoria University 1984 — 1989
Hons.BA
K.J. Harrison & Partners Inc. July 2011 - Present
Invesco Canada July 2008 - May 2011
TD Asset Management January 2003 - June 2008
Harbour Capital Management Limited January 1998 - January 2003
Education
CFA Institute 1993 — 1995
Chartered Financial Analyst, Investments and Securities
Carleton University 1985 — 1990
Bachelor of Commerce (B.Com.), Finance
TD December 2012 - Present
TD Asset Management May 2010 - December 2012
KPMG LLP September 2005 - November 2010
BMO Harris Private Banking May 2002 - June 2004
Skills
Auditing, Investments, Financial Modeling, Corporate Finance, Financial Reporting, Finance, Analysis, Valuation, Accounting, Business Analysis, Banking, Managerial Finance, Mutual Funds
Education
McMaster University
H.Bcomm, Business - Finance
York University - Schulich School of Business
Masters of Business Administration, Finance
Envision Financial February 2006 - Present
CSRS January 2002 - February 2006
TD Canada Trust July 1997 - January 2002
TD Asset Management January 1997 - July 1997
Education
Stanford University Graduate School of Business 2008 — 2008
Certificate, Executive Program in Strategy and Organizations
Canadian Council of Human Resources Association 2004 — 2004
Certified Human Resources Professional, Human Resources
University of Phoenix 1998 — 2000
M.A., Organizational management
Institute of Canadian Bankers 1997 — 1997
Branch Manager of Compliance, Compliance
Institute of Canadian Bankers 1996 — 1996
Investment Funds of Canada, Mutual Fund Investments
The University of British Columbia 1989 — 1991
B.A., Psychology
BNP Paribas Investment Partners Canada Ltd. December 2008 - Present
Affiliated Managers Group October 2005 - December 2008
Trails Youth Initiatives 2002 - 2008
TD Asset Management February 2004 - October 2005
McCarthy Tetrault May 1999 - January 2004
Fundmonitor.com 1997 - 1999
Skills
Asset Management, Compliance, Corporate Governance, Legal Advice, Mutual Funds, Securities Regulation, Capital Markets
Education
Georgetown University Law Center 1995 — 1996
LL.M., International Trade & Transactions
University of Windsor 1990 — 1993
LL.B., Law
Upper Canada College 1981 — 1986
High School
University of Connecticut September 2013 - Present
Sobey School of Business July 2011 - August 2013
National Bank of Canada 2007 - 2010
TD Asset Management 2002 - 2007
Concordia University 2000 - 2007
Global Securities 1997 - 1999
Skills
Derivatives, Fixed Income, Risk Management, Portfolio Management, Valuation, Enterprise Risk..., Bloomberg, Equity Research, Quantitative Research, Matlab, Insurance, Statistics, Pensions, Financial Economics, Teaching, Hedge Funds, Equities, Investments, Quantitative Finance, Financial Modeling, Financial Analysis, Financial Risk, Emerging Markets, Capital Markets, Global Finance, Finance, Asset Allocation, Economics, Research, Quantitative Analytics, Financial Markets, Python, R, SAS, Investment Management, Asset Management, Credit Risk, Investment Banking, Banking, Visual Basic, Strategy, Analytics, Management, Portfolio Optimization, Analysis, Trading
Education
Concordia/HEC/McGill/UQAM 1999 — 2006
Ph.D., Finance
McGill University 1999 — 2006
Joint Ph.D. Program, Finance
HEC Montréal 1999 — 2001
Joint Ph.D. Program, Finance
Université du Québec à Montréal 1995 — 1996
Canadian MBA Program, Finance
Computer Science
Colegiul National Gheorghe Lazar
Baccalaureat, Mathematics and Physics
TD September 2015 - Present
TD Bank March 2014 - August 2015
TD Asset Management April 2012 - March 2014
TD Bank Group August 2010 - April 2012
TD January 2009 - August 2010
Skills
Leadership & Managerial..., Entrepreneurial spirit, Communication &..., Fluently bilingual -..., Portfolio Management, Financial Analysis, Business Strategy, Investments, Entrepreneurship, Banking, Corporate Finance, Credit, Financial Modeling, Leadership, Relationship Management, Retail Banking, Risk Management, Sales, Sales Management, Strategic Financial..., Team Building
Education
Edinburgh Business School 2011 — 2015
Master of Business Administration (M.B.A.)
McGill University
Bachelor of Commerce
TD Asset Management June 2012 - Present
Aviva Investors (Morley Fund Management) July 2008 - June 2012
Standard Life Investments September 2006 - August 2008
CIBC Asset Management October 2004 - September 2006
Skills
Hedge Funds, Asset Managment, Investment Strategies, Fixed Income, Asset Allocation, Portfolio Management, Alternative Investments, Asset Management, Bloomberg, Investment Management, Mutual Funds, Equities, Valuation, Financial Analysis, Equity Research, Derivatives, Fund Of Funds, Financial Advisory, Bonds, Wealth Management, Investments, Financial Markets, Investment Advisory, Structured Products
Education
Concordia University 2004 — 2006
Master of Business Administration (MBA), Finance
Concordia University 2001 — 2004
Bachelor, Major Finance and Minor Economics
Raymond James Ltd. January 2014 - Present
M.A Investments Co. May 2012 - January 2014
Breakthrough Medical Technology Inc. July 2013 - 2014
Bullion Management Group Inc. December 2010 - July 2013
Bullion Management Group Inc. March 2009 - December 2010
Northwest Mutual Funds 2006 - 2009
TD Asset Management 2005 - 2006
TD Waterhouse Private Investment Advice 2004 - 2005
Skills
Investments, Mutual Funds, Wealth Management, Portfolio Management, Finance, Asset Management, Business Development, Capital Markets, Financial Analysis, Sales, Risk Management, Investment Strategies, Financial Services, Relationship Management, Precious Metals, Management, Macroeconomics, Islamic Finance, Analysis, Trading, Economic Forecasting, Investment Management, Financial Structuring, Economics, Asset Managment, Commodity, Strategic Financial..., Financial Markets, Equities, Investment Banking, Emerging Markets, Derivatives, Financial Planning, Financial Advisory, Financial Modeling, Corporate Finance, Financial Risk, Investment Advisory, Retirement Planning, Retirement, Estate Planning, Estate Tax Planning
Education
Ryerson University 2003 — 2007
University of Manitoba 2001 — 2003
Canadian Securities Institute
TD Bank Group November 2012 - Present
TD Securities June 2005 - November 2012
TD Waterhouse January 2000 - January 2003
TD Asset Management May 1998 - January 2000
TD Greenline May 1996 - May 1998
Dow Jones Telerate May 1987 - May 1996
Skills
Vendor Management, Facilities Management, SDLC, Capital Markets, Banking, Risk Management, Business Analysis, ITIL, Visio, Requirements Analysis, Customer Service
Education
Sheridan College 1983 — 1986
Business Computer Systems, Computer Programming
TD Asset Management November 2007 - Present
TSCC 1703 (1 King West) December 2005 - December 2014
TD Asset Management July 2003 - November 2007
TD Waterhouse April 2000 - July 2003
TD Securities June 2001 - April 2002
TD Waterhouse April 1999 - April 2000
CT Securities January 1998 - August 1998
Franklin Templeton Investments January 1997 - April 1997
Skills
Fixed Income, Equities, Mutual Funds, Investments, Wealth Management, Capital Markets, Portfolio Management, Bloomberg, Options, Alternative Investments, Derivatives, Relationship Management, Bonds, Investment Management, Trading, Investment Strategies
Education
Canadian Securities Institute 1998 — 2009
CFA Institute 2001 — 2006
Financial Planning Standards Council
Centennial College 1995 — 1998
Financial Services Co-Op
TD Asset Management May 2014 - Present
Franklin Templeton Investments May 2011 - May 2014
IA Clarington January 2011 - May 2011
HSBC Bank Canada April 2007 - January 2009
Skills
Mutual Funds, Investments, Wealth Management, Financial Services, Investment Strategies, Banking, ETFs, Relationship Management, Business Development, Securities, Equities, Sales, Financial Markets, Asset Allocation, Separately Managed..., Wealth Management..., Team Building, Sales Management, Investment Advisory, Credit, Portfolio Management, Insurance, Strategic Financial..., Asset Management, Mortgage Lending, Retirement Planning, Investment Management, Retirement, Alternative Investments, Financial Advisory, High Net Worth..., Retail Banking, Business Relationship..., Cash Management, Pensions, Wealth, Hedge Funds, Financial Planning
Education
Seneca College of Applied Arts and Technology 2004 — 2008
Bachelor of Commerce, Financial Services Management
University of Windsor 2002 — 2004
Odette School of Business - Honours of Business Administration
Canadian Securities Institute
Certificate of Achievement in Financial Counselling
Phocion Investments Inc. February 2015 - Present
HSBC Global Asset Management September 2012 - January 2015
Sabbatical December 2011 - August 2012
CN Investment Division May 2003 - November 2011
Cantor Fitzgerald August 1999 - April 2003
Canaccord Genuity Group Inc. August 1998 - July 1999
TD Asset Management November 1994 - July 1998
BMO Capital Markets August 1994 - October 1994
Skills
Portfolio Management, Equities, Investments, Equity Research, Valuation, Corporate Finance, Equity Valuation, Financial Modeling, Investment Strategies, Bloomberg, Financial Analysis, Mutual Funds, Performance Measurement, Compliance, Operational Due..., Capital Markets, Hedge Funds, Alternative Investments, Due Diligence, Finance
Education
Global Association of Risk Professionals
Financial Risk Manager® (FRM®), Risk
CFA Institute
Chartered Financial Analyst® (CFA®), Finance, General
Canadian Securities Institute 1994 — 1997
Securities Institute Examinations, Finance, General
McGill University 1991 — 1994
Desautels Faculty of Management - Bachelor of Commerce, Major in Finance and Minor in International Business
Vanier College 1989 — 1991
Diplôme d'études collégiales (DEC), Commerce, Honours
Loyola High School 1984 — 1989
High School, Function Mathematics, Second Honours
TD Asset Management August 2015 - Present
Virgin Mobile Canada October 2007 - June 2015
F&G Canada 2004 - 2006
Skills
Art Direction, Video Production, Project Management, Illustrator, Flash, Flash Animation, Photoshop, Video Editing, Dreamweaver, Video, Motion Graphics, User Interface Design, Pre-press, InDesign, Final Cut Pro, Premiere, DSLR, Advertising, Microsoft Office, iMovie, Digital Marketing, Digital Photography, Brand Development, Graphic Design, Photography
Education
George Brown College 2004 — 2007
Graphic Design/New Media
TD Asset Management March 2015 - Present
Women in Capital Markets May 2011 - February 2013
Independent June 2008 - July 2011
BMO Financial Group 2006 - 2008
BMO Financial Group 2004 - 2006
BMO Financial Group 2001 - 2004
CIBC 2001 - 2001
CIBC Wood Gundy 1999 - 2000
CIBC Wood Gundy 1997 - 1999
CIBC Wood Gundy 1995 - 1997
Skills
Strategy, Integrated Marketing, Marketing Communications, Marketing Strategy, Corporate Communications, Executive..., Internal Communications, Leadership, Program Management, Business Acumen, Brand Management, Customer Experience, Market Research, Public Relations, Management, Strategic Planning, Financial Services, Advertising, Project Management, Banking, Wealth Management, Direct Marketing, Marketing Management, B2C marketing, Marketing Budget..., Brand Architecture, Resource Management, CRM, Knowledge Management
Education
University of Toronto - Rotman School of Management 2014 — 2014
McMaster University 1992 — 1994
Master of Business Administration (MBA)
York University - Schulich School of Business 2003 — 2004
University of New Brunswick 1986 — 1991
BBA
Strategic Investment Group August 2014 - Present
TD Asset Management July 2009 - September 2013
New York Life Investment Mgmt April 2004 - May 2008
Merrill Lynch Investment Managers January 2003 - March 2004
C December 2001 - January 2003
Merrill Lynch Mercury December 1999 - December 2001
Skills
Leadership, Management, Research, Sales, Microsoft Office
Education
Cornell University 1975 — 1978
BS, ILR School
Ithaca College
Dynamic Funds December 2011 - Present
AIM Trimark Investments January 2001 - January 2006
TD Asset Management January 1997 - January 2002
Toronto Star Business Today January 1987 - January 1995
Skills
Marketing Strategy, Corporate Communications, Marketing Communications, Public Speaking, Strategic Communications, Mutual Funds, Financial Services, Marketing, Investments, Asset Management, Speech Writing, Internal Communications
Education
Ryerson University 1981 — 1985
BAA, Journalism
Lawrence Park Collegiate Institute 1975 — 1980
Penalta Group March 2009 - Present
Bright Horizons April 2005 - November 2008
TD Asset Management January 1995 - August 2003
London Life 1984 - 1986
Skills
Strategic Planning, Networking, New Business Development, Marketing, CRM, Business Development, Business Strategy, Sales, Team Building, Marketing Strategy, Proposal Writing, Salesforce.com, Management, Program Management, Budgets, Contract Negotiation, Product Development, Design Build, Construction Budgeting, Project Management, Capital Markets, Investment Management, Restaurant Management, Client Development, Manage Client..., Deal Closure, Construction Management, Coaching, Negotiation, Design-Build, Strategy, Leadership, Sales Management, Customer Service
Education
Acadia University 1979 — 1984
BA, Economics & Foreign Politics
St. John's Ravenscourt 1974 — 1976
Gr12 Diploma, Private High School
Standard Life 2011 - April 2015
Hewitt Associates 2007 - 2010
Russell Investments 2004 - 2006
Canada Life 2001 - 2003
TD Asset Management 1998 - 2001
Russell Investments 1994 - 1998
Skills
Investments, Alternative Investments, Portfolio Management, Pensions, Pension Funds, Investment Strategies, Asset Management, Asset Allocation, Investment Management, Mutual Funds, Financial Services, Investment Advisory, Wealth Management, Defined Benefit, client service, Defined Contribution, Institutional..., investment consulting, Investment Advisory..., Team Management, Retirement, manager research, Chartered Financial..., Fundamental Analysis, Qualitative Research, Equities, Fixed Income, Strategy, Relationship Management, Management, Client Services, Team Building, Team Leadership, Teamwork, Presentation Skills, Sales Management
Education
Concordia University 1988 — 1992
Bachelor of Commerce, International Business
Cambridge Trust Company May 2011 - Present
TD Asset Management March 2008 - May 2011
TD Banknorth February 2003 - March 2008
UMass Five College Federal Credit Union November 1998 - May 2002
Bank of Easthampton March 1996 - August 1998
Skills
Wealth Management, Portfolio Management, Strategic Financial..., Customer Experience, Banking, Equities, Loans, Investments, Investment Advisory, Financial Advisory, Securities, Volunteer Management, Nonprofits, Non-profits, Strategy, Financial Planning, Management, Financial Analysis
Education
Suffolk University - Sawyer School of Management 2003 — 2007
MBA, Business
University of Massachusetts, Amherst 1998 — 2002
BA & BS, Marketing & Sport Management
Carnegie Mellon University August 2013 - Present
PIMCO June 2014 - August 2014
TD Asset Management May 2011 - May 2013
Barclays Capital May 2010 - August 2010
Skills
Fixed Income, Derivatives, Financial Modeling, Portfolio Optimization, Automated Trading, R, Matlab, Python, Bloomberg, Investment Management, Trading, Backtesting, Trading Strategies, Stochastic Calculus, Equity Derivatives
Education
Carnegie Mellon University
Master of Science (MS), Computational Finance
University of Waterloo
Bachelor of Applied Science (B.A.Sc.), Engineering
TD Asset Management August 2012 - Present
TD Mutual Funds April 2005 - July 2012
TD Canada Trust December 2004 - April 2005
Skills
Financial Analysis, Financial Reporting, Strategic Planning, Strategic Thinking, Relationship Management, Project Management, Leadership, Job Coaching, Business Analysis, Sales Management, Branch Banking, Financial Advice, Call Center, Business Acceptance..., Business Process..., Business Process Mapping, Program Facilitation, Cross-team Collaboration, Mutual Funds, Banking, Call Centers, Financial Advisory, Financial Services, Investments, Management, Acceptance Testing, Risk Management
Education
Ryerson University 1992 — 1996
Bachelor of Commerce (B.Com.), Business Administration and Management, General
RBC 2010 - Present
TD Asset Management July 2006 - November 2009
Investment Dealers Association July 2005 - April 2006
SJJ Capital Investments Inc March 2005 - July 2005
Régie du Bâtiment du Québec October 2000 - October 2003
Skills
Investments, Management, Analysis, Business Development, Sales, Financial Advisory, Mutual Funds, Securities, Portfolio Management, Business Analysis, Business Strategy, Wealth Management, Banking, Risk Management, Strategic Financial..., Equities, Investment Strategies, Trading, Retirement Planning, Asset Allocation, Investment Advisory
Education
L'Institut québécois de planification financière (IQPF) 2012 — 2012
Financial Planning Designation, Financial Planning
Concordia University 2002 — 2006
Bachelor of Commerce, Finance
Champlain College
Diploma of Collegial Studies in Commerce (D.E, C
PIMCO June 2012 - Present
RBC Global Asset Management January 2012 - June 2012
TD Asset Management April 2006 - August 2011
ING Investment Management 2000 - 2005
BMO Financial Group 1999 - 2000
Skills
Mutual Funds, Investment Strategies, Investments, Alternative Investments, Asset Allocation, Portfolio Management, Securities, Investment Advisory, Asset Managment, ETFs, Financial Services, New Business Development, Credit, Asset Management, Fixed Income, Relationship Management, Equities, Investment Management, Bonds, Hedge Funds
Education
Canadian Securities Institute
Carleton University
Political Science
TD Wealth Management September 2011 - Present
TD Canada Trust July 2009 - August 2011
TD Asset Management January 2008 - July 2009
Skills
Wealth Management, Estate Planning, Credit Analysis, Mutual Funds, Credit, Mortgage Lending, Retail Banking, Banking, Investments, Portfolio Management, Strategic Financial..., Loans, Investment Advisory, Relationship Management, Retirement Planning, Private Banking, Wealth, Finance, High Net Worth..., Wealth Management..., Residential Mortgages, Financial Advisory, Investment Strategies, Commercial Banking, Securities, Small Business, Strategy, Commercial Lending, Consumer Lending, Fixed Income, Equities, Asset Allocation, Asset Management, Capital Markets, Financial Risk
Education
University of Toronto 1994 — 1998
Bachelor of Arts, Management
Dalhousie University 2003 — 2007
Master of Business Administration, Financial Services
Ivey Business School at Western University 2014 — 2015
Family Enterprise Advisor Program
TD Asset Management June 2010 - Present
TD Bank Group 2009 - 2011
TD Asset Management May 2008 - June 2010
Skills
Mutual Funds, Relationship Management, Wealth Management, Wealth, Sales Operations, Sales, Portfolio Management, Retirement Planning, Sales Management, Financial Services, Investments, Financial Planners, Retail Banking, Investment Advisory, Strategic Financial..., Management, ETFs
Education
Ryerson University
B Comm, Finance, Information Technology
Cormark Securities June 2012 - Present
TD Asset Management November 2010 - June 2012
TD Wealth Management June 2008 - November 2010
Dundee Bank of Canada May 2007 - August 2007
Capital District Health Authority September 2006 - December 2006
Liberty Tax Service January 2006 - May 2006
Skills
Equity Valuation, Equity Research, Financial Modeling, Advanced Microsoft..., Bloomberg, Asset Managment, Equities, Bonds, Mutual Funds, Derivatives, Valuation, Investment Sales, Pitch Development, Proposal Writing, Options, Trading, Alternative Investments, Corporate Finance, Financial Analysis, InvestOne
Education
Dalhousie University 2004 — 2008
BComm, Finance
West Island College - Class Afloat 2003 — 2003
CIBC August 2012 - Present
TD Waterhouse - Direct Investing (Discount Brokerage) January 2006 - July 2012
TD Canada Trust 2004 - 2005
TD Canada Trust - BC & Yukon Region October 2003 - August 2004
TD Bank Financial Group May 1995 - November 2003
TD Asset Management 2001 - 2003
Skills
Investments, Team Leadership, Change Management, New Business Development, Brokerage, Business Brokerage, Sales Management, Coaching, Media Interviews, Retirement Planning, Sales Presentations, Retail Banking, Retail Management, Managerial, Relationship Development, Negotiation, Creative Problem Solving, Strategic Planning, Strategic Analysis, Interviews, Securities, Sales, Relationship Management, Equities, Fixed Income, Mutual Funds, Analysis, Investment Strategies, Mortgage Lending, Leadership, Credit, Banking, Finance, Strategic Financial..., Strategy, Wealth Management, Loans, Management, Investment Advisory, Financial Services, Business Development, Business Strategy, Financial Planning
Education
Simon Fraser University 2001 — 2003
EMBA, Businesss
Simon Fraser University 1989 — 1995
BBA, Finance & Accounting
Canadian Securities Institute
CSC, CPH, WME, WME Supplemental, Partners Directors & Officers, Branch Managers
CIBC Asset Management November 2011 - Present
TD Asset Management May 2011 - August 2011
Standard Life – HEC fund April 2010 - August 2011
HEC Montreal January 2011 - July 2011
Dexia Asset Management March 2009 - August 2009
Education
HEC Montreal 2009 — 2011
M.Sc., Finance
IDRAC International School of Management 2005 — 2009
Corporate Finance, Marketing, Management
Concordia University 2007 — 2008
Marketing, International Business, Entrepreneurship
Addenda Capital inc. August 2015 - Present
CIBC Asset Management March 2013 - August 2015
CIBC Private Investment Counsel September 2012 - March 2013
MFS McLean Budden February 2007 - September 2012
TD Asset Management December 1999 - February 2007
TD Private Investment Counsel March 1997 - December 1999
TD Asset Management December 1995 - March 1997
Skills
Investment Management, Investment Strategies
Education
CFA Institute 1998 — 2000
CFA
Concordia University 1991 — 1994
B. Comm., Finance
Collège Français 1990 — 1991
DEC Science Humaine
Zahrat Al Ihsan 1975 — 1989
Sciences Experimentales
TD Asset Management January 2013 - Present
TD Asset Management March 2007 - December 2012
TD Bank Financial Group April 2003 - March 2007
Education
Certified General Accountants Association 1995 — 2000
CGA
Queen's University
TD Wealth Management November 2010 - June 2012
St. Michael’s Hospital August 2010 - October 2010
Scotiabank March 2010 - August 2010
Men In Black Limousine Services September 2007 - January 2010
TD Waterhouse Institutional Services August 2005 - November 2006
TD Asset Management October 2004 - August 2005
TD Waterhouse Investment Advise January 1997 - August 2004
TD Bank - TIPS Division August 1994 - January 1997
Skills
Process Improvement, Software Documentation, Internal Controls, Strategic Planning, Budgets, Analysis, Accounting, Finance, Payroll, Account Reconciliation, Financial Analysis, Banking, Management, Risk Management
Education
Ryerson University 2008 — 2010
Canadian Payroll Association 2000 — 2000
Seneca College of Applied Arts and Technology 1990 — 1992
Accounting and Finance
WA Porter CI 1982 — 1986
High School
Office of Superintendent of Financial Institutions Canada November 2010 - Present
Canada Broadcasting Corporation Pension Plan August 2009 - November 2010
TD Wealth Management April 2009 - August 2009
TD Asset Management January 2006 - March 2009
Samsung SDS October 2002 - January 2004
PwC Consulting September 2000 - August 2001
Deloitte October 1995 - July 1998
KPMG December 1992 - September 1995
Skills
Portfolio Management, Risk Management, Investments, Market Risk
Education
School of Oriental and African Studies, U. of London 2009 — 2012
Postgraduate certificate, Sustainability Studies
McGill University
Post-MBA Certificate, Quantitative Finance
The University of British Columbia 2001 — 2002
MA, Economics/econmetrics
The University of Chicago Booth School of Business 1998 — 2000
MBA, Finance, Economics
Yonsei University 1989 — 1993
BBA, Accounting and finance
Desjardins Investments Inc. November 2012 - Present
Mitsulift Group October 2008 - August 2012
TD Asset Management May 2006 - September 2008
TD Canada Trust February 2005 - May 2006
TD Canada Trust April 2003 - February 2005
Skills
Financial Analysis, Financial Modeling, Finance, Investments, Mutual Funds, Financial Services, Strategic Financial..., Financial Reporting, Business Strategy, Strategy, Banking, Corporate Finance, Forecasting
Education
CFA Institute 2004 — 2007
CFA Charterholder
2000 — 2004
Bachelor of Commerce, Finance
Scotia Capital January 2012 - Present
TD Asset Management September 2008 - November 2010
Shalifay Investments September 2006 - August 2008
Future Shop August 2007 - June 2008
Exposoft May 2006 - December 2006
Skills
Financial Statement..., VBA
Education
Wall Street Prep 2011 — 2011
York University - Schulich School of Business 2004 — 2008
iBBA, Finance, International Business
European Business School Oestrich-Winkel 2007 — 2007
Masters, Finance
Forest Hill CI 2000 — 2004
High School Diploma
CFA Charter Candidate - Passed Level III Exam
TD Asset Management September 1999 - Present
Skills
Capital Markets, Equities, Bloomberg, Valuation, Portfolio Management, Mutual Funds, Investments, Fixed Income, Financial Modeling, Financial Analysis, Asset Management
Education
McGill University 1995 — 1999
B.Comm, Finance/Economics
TD Bank July 2010 - Present
TD Asset Management October 2006 - July 2010
TD Asset Management October 2006 - July 2010
DPRA Canada/Cuesta Systems Inc April 2002 - October 2006
DPRA 2002 - 2006
Ministry of Natural Resources March 2004 - November 2004
Fletcher Challenge Forests October 2002 - November 2003
Epass Canada Inc July 2001 - April 2002
Kingsway Financial Services Inc March 2000 - July 2001
VLN Software Development Inc July 1999 - March 2000
Education
George Brown College 1998 — 2001
George Brown College
TD Bank Group February 2013 - Present
TD Bank Financial Group August 2010 - February 2013
TD Asset Management 2007 - 2010
Manulife Financial 2006 - 2007
Manulife Financial 2004 - 2006
Prime Commercial Bank 2000 - 2003
Faysal Bank 1996 - 1999
Education
Institute of Business Administration
Karachi University
TD ASSET MANAGEMENT Financial Services RepresentativeTD CANADA TRUSTApril 2006 - August 2007
Education
Memorial University of Newfoundland
Scotiabank August 2014 - Present
Bank of New York Mellon Canada September 2013 - August 2014
CIBC February 2006 - August 2013
TD Securities, Financial Institutions October 2001 - January 2006
TD Asset Management October 1998 - September 2001
Skills
Credit, Credit Analysis, Banking, Trade Finance, Commercial Banking, Financial Institutions, Credit Risk, Cash Management, Relationship Management, Loans, Capital Markets, Treasury Management, Financial Risk, Portfolio Management, Syndications, Risk Management, Payments, Commercial Lending, Finance, AML, Financial Services
Education
Marquette University 1993 — 1997
Bachelor of Science, Business Administration
TD Asset Management March 2015 - Present
Bank of Canada April 2013 - February 2015
Millennium Research Group September 2010 - April 2011
Deloitte Canada June 2009 - September 2009
Skills
Research, Financial Modeling, Asset Management, Economics, Financial Analysis, Finance, Analysis, Corporate Finance, Valuation, Banking, Financial Risk, Capital Markets, Portfolio Management
Education
London School of Economics and Political Science 2011 — 2012
M.Sc, Accounting & Finance
University of Toronto - Rotman School of Management 2006 — 2010
B.Comm, Specialist in Commerce & Finance, Major in Economics
The University of Hong Kong 2008 — 2008
Summer Abroad, International Business
TD Securities October 2013 - Present
TD Securities March 2009 - September 2013
TD Bank January 2005 - March 2009
TD Bank January 2003 - December 2004
TD Asset Management January 1999 - December 2003
TD Canada Trust June 1997 - December 1998
Skills
Strategic Planning, Negotiation, Management, Change Management, Relationship Management, Project Management, Risk Management, Process Improvement, Financial Analysis, Mutual Funds, Portfolio Management, Contract Negotiation, Team Leadership, Business Analysis, Asset Managment, Strategy
Education
Dalhousie University 2000 — 2002
MBA, Financial Services
The Institute of Canadian Bankers 2000 — 2002
Personal Financial Planner (PFP) Designation
York University 1993 — 1997
BA Honours, Public Policy & Administration
Bank of Montreal CounselInvestment Dealers Association2001 - 2005
Investment Dealers Association 2001 - 2005
Investment Dealers Association 2001 - 2005
TD Asset Management 1998 - 2000
Education
McGill University 1991 — 1994
TD Asset Management February 2015 - Present
Education
McMaster University 2009 — 2011
MBA, Finance
Acadia University 2003 — 2007
BBA, General
TD Asset Management February 2011 - Present
TD Mutual Funds March 2009 - February 2011
Education
Seneca College of Applied Arts and Technology
Stanford Graduate School of Business September 2010 - Present
Oliver Wyman September 2007 - January 2009
TD Asset Management May 2006 - August 2006
Towers Watson January 2006 - April 2006
Morneau Sobeco May 2005 - August 2005
Illumina Partners Inc. September 2004 - December 2004
Kroll January 2004 - April 2004
Skills
Valuation, Portfolio Management, Financial Modeling, Econometrics, Public Speaking, Predictive Modeling, Machine Learning, Data Mining, Data Science, Big Data, SQL, R, SAS, Matlab, Python, Java, Statistics, Data Analysis, Investment Management, Venture Capital, Quantitative Research, Quantitative Finance, Analytics, Time Series Analysis, Natural Language..., NLP
Education
Stanford University Graduate School of Business 2010 — 2015
Doctor of Philosophy (PhD)
University of Waterloo 2009 — 2010
Master of Mathematics
University of Waterloo 2002 — 2007
Bachelor of Mathematics
OPSEU Pension Trust 2007 - Present
Canada Post Corp. Pension Plan 2006 - 2007
Sun Life Financial 2003 - 2005
TD Asset Management 1992 - 2003
Toronto-Dominion Bank 1988 - 1992
Bank of Montreal 1987 - 1988
Shearson Lehman 1985 - 1986
Skills
Equities, Portfolio Management, Asset Managment, Investment Strategies, Investments, Capital Markets, Asset Allocation, Fixed Income, Bloomberg, Mutual Funds, Derivatives, Valuation, Alternative Investments, Hedge Funds, Wealth Management, ETFs, Asset Management
Education
Columbia University - Columbia Business School 1983 — 1984
MBA
Ateneo de Manila University 1978 — 1982
BSc
Muriel Guepin Gallery December 2008 - Present
TD Asset Management January 2007 - July 2008
bankwatch 1998 - 2001
Skills
Public Speaking, Fine Art, Art, Event Management, Sculpture, Photography, Painting, Visual Arts, Social Media, Drawing, Contemporary Art, Entrepreneurship, Nonprofits, Art Exhibitions, Public Relations, Strategic Planning
Education
Sciences Po Strasbourg
MBA, Economics, Finance
TD Asset Management January 2012 - Present
Skills
Investments, Mutual Funds, Bloomberg, Financial Modeling, Valuation, Financial Analysis, Derivatives, Capital Markets, Corporate Finance, Private Equity, Risk Management, Due Diligence, Investment Strategies, Venture Capital, Accounting, Analysis, Bonds, Trading, Finance, Structured Finance, Alternative Investments, Wealth Management, Securities, Financial Reporting, Financial Risk, Investment Banking, Asset Allocation
Education
Seattle University 1996 — 1997
MSc Finance, Finance
Finance University under the Government of the Russian Federation 1985 — 1990
Bachelor of Economics, World Economy
Sunlife Global Investments October 2013 - Present
Hesperian Capital Management Ltd. & Norrep Funds March 2012 - October 2013
TD Asset Management January 2008 - March 2012
Fidelity Investments September 2006 - January 2008
Skills
Wealth Management, Securities, Mutual Funds, Investments, Portfolio Management, Investment Strategies, Management, Asset Management, Asset Allocation, Relationship Management, Investment Advisory, Retirement Planning, Capital Markets, Equities, Investment Management, ETFs, Alternative Investments, Strategic Financial..., Private Equity, Financial Advisory, Investor Relations, Hedge Funds, Retirement, Bloomberg, Fixed Income, Financial Services, Options
Education
Concordia University 2000 — 2004
BA, Political Science and Economics
TD Asset Management January 2012 - Present
TD Canada Trust October 2010 - January 2012
TD Canada Trust December 2009 - October 2010
H&R Block January 2010 - April 2010
H&R Block January 2008 - April 2008
Skills
Financial Analysis, Financial Reporting, Financial Statement..., Tax, Financial Statements, Account Reconciliation, Strategic Financial..., Financial Modeling, Variance Analysis
Education
Institute of Business Administration 2003 — 2007
BBA, Finance
Fitch Ratings November 2008 - Present
TD Asset Management December 1995 - March 2008
Moodys Investors Service 1989 - 1995
Office of Management and Budget August 1986 - August 1989
Education
Columbia University - School of International and Public Affairs 1984 — 1986
M.P.A., Policy Analysis
University of Pennsylvania 1979 — 1983
B.A., Anthropology
TD Asset Management April 2015 - Present
TD Asset Management January 2014 - March 2015
TD Wealth Management August 2009 - December 2013
Perimeter Financial May 2007 - June 2008
SEI 2008 - 2008
Citco October 2006 - May 2007
CIBC Private Investment Counsel April 2004 - October 2006
Skills
Financial Analysis
Education
Carleton University
Bachelor of Science, Geology
McKinsey & Company October 2014 - Present
Nutmeg July 2014 - August 2014
Nubank Brasil August 2013 - September 2013
NerdWallet June 2013 - August 2013
TD Securities August 2009 - July 2012
TD Asset Management May 2008 - September 2008
Skills
Financial Modeling, Valuation, Customer Segmentation..., Financial Technology, Pricing, Equity Valuation, Financial Analysis, Corporate Finance, Emerging Markets, Analysis, Capital Markets, Equities, Investments, Economics, Product Management, Investment Banking, Atlassian JIRA, Start-ups, Strategy, Bloomberg, Online Marketing
Education
Stanford Graduate School of Business 2012 — 2014
MBA
CFA Institute 2009 — 2011
University of Toronto 2006 — 2009
BSci, Financial Economics
TD Asset Management November 2005 - Present
Skills
Mutual Funds, Wealth Management
Education
Queen's University 1991 — 1995
B.Comm
SpaceList November 2013 - Present
GBA Equity Partners Inc. June 2013 - Present
Canadian Venture Capital & Private Equity Association August 2011 - Present
Keycafe November 2014 - Present
Vanedge Capital November 2009 - May 2013
Vancouver ACM SIGGRAPH November 2010 - January 2013
RBC Capital Markets July 2008 - November 2009
UBC Portfolio Management Foundation February 2006 - March 2008
Deans Knight Capital Management May 2007 - August 2007
TD Asset Management May 2006 - August 2006
Skills
Financial Analysis, Valuation, Excel, Bloomberg, Research, Equities, Equity Research, Financial Modeling, Corporate Finance, Investment Banking, Venture Capital, Financial Reporting, Factiva, Microsoft Office, Due Diligence, Market Research
Education
CFA Institute 2008 — 2010
Charter Holder
The University of British Columbia 2004 — 2008
BComm, Finance
West Vancouver Secondary School 1999 — 2004
High School
International School of Choueifat - Dubai 1998 — 1999
Elementary School
Fitch Ratings February 2011 - Present
Ambac November 2010 - June 2011
SEI February 2010 - November 2010
TD Asset Management June 2009 - December 2009
FGIC June 2006 - December 2008
Radian Asset Assurance 2004 - 2006
Moody's Investors Service 2001 - 2004
Morgan Stanley 2001 - 2001
Skills
Bloomberg, Bonds, Credit, Credit Analysis, Financial Modeling, Fixed Income
Education
The New School 2003 — 2006
MS, Urban Policy
New York University - Leonard N. Stern School of Business 1996 — 2000
BS, Finance
Merion Mercy Academy
TD July 2014 - Present
TD January 2013 - July 2014
TD Bank May 2010 - December 2012
TD Asset Management August 2006 - June 2010
TD Waterhouse August 2005 - August 2006
Skills
Financial Risk, Risk Management, Enterprise Risk..., Operational Risk, Corporate Communications, Credit Risk, Capital Markets, Derivatives, Mutual Funds, Portfolio Management, Trading, Wealth Management, Investments, Risk Reporting, Risk Governance, Operational Risk..., Due Diligence
Education
Dalhousie University 2009 — 2012
Master, Business Administration, Financial Services
Canadian Securities Institute 1999 — 2011
Canadian Investment Manager (CIM), Investments and Securities
York University - Joseph E. Atkinson Faculty of Liberal and Professional Studies 2002 — 2005
Bachelor of Admin Studies, Hons Business
Humber College 1999 — 2002
Diploma, Business Administration
AGF Management Limited 2008 - Present
ScotiaMcLeod 2005 - 2008
TD Asset Management 1996 - 2004
Skills
Mutual Funds, Wealth Management, Investments, Alternative Investments, Investment Advisory, Asset Allocation, Investment Strategies, Finance, Asset Management, Portfolio Management, Equities, Securities, ETFs, Separately Managed..., Retirement Planning, Financial Planning, Retirement, Financial Advisory, Investment Management, Wealth, Relationship Management, Capital Markets, Fixed Income, Financial Services
Education
Cdn Securities Institute
Chartered Investment Manager (CIM)
Concordia University
BComm, Finance
LMAC
Market Technicians Association
Chartered Market Technician (CMT), Technical Analysis
Nuveen Investments June 2014 - Present
Epoch Investment Partners March 2010 - June 2014
TD Asset Management April 2008 - March 2010
BNY Mellon Asset Management January 2002 - April 2008
Brown Brothers Harriman August 1991 - July 2000
Salomon Brothers Inc July 1983 - December 1989
Education
Manhattan College 1978 — 1982
Bachelor of Arts, Economics/Government
TD Asset Management January 2009 - Present
Skills
Equities, Financial Modeling, Equity Research, Investment Strategies, Quantitative Finance, Portfolio Optimization, Econometrics, Statistical Modeling, Matlab, Risk Models
Education
McGill University
M.Sc., Computer Vision
Vantage Point Investment Management September 2008 - Present
Goodman private wealth advisers May 2006 - September 2008
Franklin Templeton Investments October 2004 - May 2006
AGF Management Limited March 2001 - May 2004
TD Asset Management January 1991 - March 2001
Skills
Investments, Portfolio Management, Wealth Management, Asset Managment, Investment Strategies, Financial Analysis, Retirement, Investment Advisory, Relationship Management, Mutual Funds, Management, Insurance, Separately Managed..., Financial Advisory, Finance, Financial Services, Strategic Financial..., Retail Banking, Hedge Funds, Asset Management, Financial Planning
Education
Athabasca University 2004 — 2006
MBA
University of Calgary 1992 — 1995
BA, Law & Society
Scotiabank April 2013 - Present
TD Asset Management Inc. December 2009 - April 2013
TD Asset Management March 2004 - December 2009
Flemings/JP Morgan 1986 - 2002
Skills
Executive Management, Asset Management, Business Strategy, People Management, Customer Relations, New Business Development
Education
Northumbria University 1982 — 1986
BA (Hons.), Economics/Modern Languages
TD Asset Management August 2004 - Present
Skills
Investments, Derivatives, Portfolio Management, Fixed Income, Equities, Capital Markets, Mutual Funds, Financial Markets, Hedge Funds, Financial Analysis, Wealth Management, Valuation, Financial Modeling, Asset Management, Alternative Investments, Securities, Bloomberg, Investment Strategies
Education
University of Rochester - Simon Business School 1983 — 1987
Ph.D., Financial Economics
Simon Fraser University 1981 — 1982
M.A., Economics
Simon Fraser University 1978 — 1981
B.A. Hon, Economics
CEGEP Montmorency
University of Ottawa / Université d'Ottawa
TD Asset Management
Skills
Banking, Wealth Management
Education
Seneca College of Applied Arts and Technology 1999 — 2004
Computer Programming
Humber College
Manulife Financial, General Fund Investment, Global Derivative Services April 2015 - Present
Manulife Financial, General Fund Investment, Global Asset and Liability Management 2011 - Present
TD Wealth Management 2009 - 2011
TD Asset Management 2007 - 2009
Skills
Portfolio Management, Risk Management, Market Risk, Analytics, Credit Risk, Financial Risk, Fixed Income, Capital Markets, Financial Services, Equities, Credit, Mutual Funds, Bloomberg, Valuation, Derivatives
Education
Richard Ivey School of Business 2002 — 2004
MBA
Canadian Management Center
CIBC July 2013 - Present
CIBC February 2012 - July 2013
Verax Inc November 2011 - July 2013
Scotiabank November 2011 - February 2012
GMP Securities 2010 - 2011
TD Asset Management 2008 - 2010
TD Asset Management 2006 - 2008
TD Canada Trust 2004 - 2006
Purdue University Calumet 1998 - 2002
Skills
Business Analysis, SDLC, Software Documentation, SQL, User Acceptance Testing, Databases, Quality Assurance, Requirements Analysis, Business Process, Requirements Gathering, Visio, Systems Analysis, Software Project..., Business Requirements, MS Project, Integration, Project Management, Analysis, Microsoft SQL Server, Testing, Data Analysis, Data Modeling, Data Warehousing, SharePoint, Business Process..., Banking, Oracle
Education
Project Management Institute 2009 — 2010
CAPM
Purdue University Calumet 1998 — 2001
BSc, Computer Applications Programming
TD Asset Management April 2008 - Present
Renaissance Investments 2002 - 2008
Talvest Fund Management Inc. 2000 - 2002
CIBC 1991 - 2000
Skills
Investments, Mutual Funds, Client Service Oriented, Retail Banking, Presenter, Financial Services, Securities, Portfolio Management, Wealth Management, Client Services, Investment Advisory, Fixed Income, Investment Strategies, Retirement Planning, Risk Management, Equities, Relationship Management, Banking, Asset Allocation
Education
Concordia University
Bachelor, Economics
PIMCO January 2011 - Present
TD Asset Management December 2005 - January 2011
Fidelity Investments 1998 - 2005
Skills
Mutual Funds, Retail, Sales
Education
The University of Western Ontario - Richard Ivey School of Business
MBA
York University
Bachelor's degree, Economics
Franklin Templeton Investments September 2001 - Present
Invesco Canada 1999 - September 2001
TD Asset Management 1988 - 1999
Skills
Wealth Management, Investments, Mutual Funds, Portfolio Management, Asset Allocation, Investment Strategies, Asset Management, Equities, Asset Managment, Retirement Planning, Financial Services, Investment Advisory, Financial Planning, Securities, Relationship Management, Alternative Investments
Education
Concordia University
Bachelor of Commerce (B.Com.), Major Finance, Economics Minor
RBC Global Asset Management January 2011 - October 2013
RBC Global Asset Management September 2008 - December 2010
MFDA 2007 - 2008
TD Mutual Funds 2004 - 2007
TD Asset Management April 2001 - 2004
TD Asset Management 2000 - 2001
TD Bank 1999 - 2000
Skills
Leadership, Mutual Funds, Investments, Wealth Management, Investment Strategies, Asset Managment, Asset Management, Dance, Latin Dance, Dance Instruction, Salsa, Bachata, Cha Cha, Teaching Adults
Education
Saint Mary's University 1995 — 1999
B.Comm, Finance with focus on Portfolio Managaement and Investments
Nova Scotia Agricultural College 1993 — 1995
Engineering
CFA Institute
Level 1
TD April 2015 - Present
TD July 2013 - March 2015
TD Waterhouse April 2012 - July 2013
TD Asset Management June 2008 - April 2012
TD Canada Trust November 2006 - June 2008
Skills
Business Analysis, Statistical Data..., Data Transformation, SQL, SAS, Financial Reporting, Investments, Wealth Management, Trading, Banking, Financial Services, Business Intelligence, Analytics
Education
Ryerson University
Bachelor of Commerce (B.Com.)
State Street Global Advisors January 2008 - Present
TD Asset Management 1995 - January 2008
TD Bank Financial Group, Commercial Banking 1995 - 2001
Education
Other 1998 — 2001
CFA, Finance
Ivey Business School at Western University 1992 — 1995
MBA, Business
Michigan Technological University 1983 — 1987
Bachelor of Science, Business and Communications.
Michigan Technological University 1983 — 1987
Bachelor of Science, Business and Communications.
AGF Management Limited December 2013 - Present
AGF Management Limited December 2012 - December 2013
AGF Management Limited June 2010 - December 2012
TD Asset Management 2004 - 2006
RBC Royal Bank 2001 - 2004
Genexxia Solutions June 1999 - October 2003
Fused Metals Inc April 2000 - April 2001
Skills
Information Management, Information Architecture, Financial Reporting, Project Management, Strategic Planning, Databases, Software Development, Web Development, Business Analysis, Investments, Portfolio Management, Mutual Funds, Risk Management, Vendor Management, Process Improvement, Financial Services, Management, Strategy, Access, Microsoft SQL Server
Education
McMaster University 1997 — 2001
Bachelor of Science; Honours, Computer Science Specialist
George S. Henry Academy 1994 — 1997
High School, Regular/General High School/Secondary Diploma Program
International Monetary Fund August 2013 - Present
Glenfarne Group LLC July 2012 - October 2012
Federal Reserve Bank of New York February 2012 - June 2012
The Conference Board December 2011 - June 2012
Clinton Global Initiative September 2011 - December 2011
TD Asset Management May 2011 - August 2011
G8 Research Group March 2010 - August 2010
Engineers Without Borders Canada January 2009 - March 2010
TD Securities September 2008 - December 2009
IBM May 2005 - August 2006
Skills
Financial Modeling, Financial Analysis, Project Management, Consulting, Data Analysis, Programming, Microsoft Excel, Research, Presentations
Education
NYU 2011 — 2012
Master's, Economics
University of Toronto 2002 — 2007
Bachelor's, Engineering
Queen's University 2010 — 2011
Economics
TD Asset Management March 2013 - Present
TD Waterhouse Direct Investing April 2011 - March 2013
HSBC Bank Canada June 2010 - April 2011
Wal-mart Canada October 2008 - September 2010
Ritone Jewelry Ltd. September 2005 - October 2006
Skills
Equities, Banking, Investments, Mutual Funds, Options, Retail, Customer Service, Inventory Control, Inventory Management, Merchandising
Education
Seneca College of Applied Arts and Technology 2007 — 2008
Post Graduate Certificate in Brand Management
York University - Joseph E. Atkinson Faculty of Liberal and Professional Studies 2003 — 2005
Bachelor of Administrative Studies
TD Wealth January 2014 - Present
TD Waterhouse December 2012 - January 2014
TD Waterhouse November 2008 - December 2012
TD Asset Management November 2010 - July 2011
Skills
Banking, Mutual Funds, Options, Retail Banking, Fixed Income, Investments, Wealth Management, Capital Markets, Equity Trading, Equity Derivatives, Trading, Securities, Derivatives, Investment Strategies, Equities, Portfolio Management
Education
Royal Roads University
Bachelor's Degree, Bachelor of Commerce in Entrepreneurial Management
University of Toronto
TEFL-Teaching English as a Foreign Language Instructor
Humber College
Associate's Degree, Business Management - Financial Services
Scotia Securities February 2007 - Present
CSI Global Education Inc. March 2009 - Present
CSI Global Education Inc. May 2000 - February 2007
TD Asset Management Inc December 1999 - May 2001
TD Asset Management March 1999 - December 1999
Bank of America April 1998 - March 1999
American Express Bank January 1986 - January 1997
Amex Banking January 1989 - January 1994
Amex Banking January 1986 - January 1989
Skills
Investment Management, Distance Learning, Banking, Strategic Financial..., Securities, Compliance, Investments, Financial Services, Mutual Funds, Risk Management
Education
CSI Global Inc 2000 — 2007
FCSI
Cairo University 1982 — 1986
Bachelor of Arts (B.A.), Economics and Political Sciences
Scotia Capital Inc. October 2011 - June 2012
Fidelity Investments May 2006 - October 2009
BMO Investments Inc. 2004 - 2005
TD Asset Management 2000 - 2001
Skills
Investments, Pension Administration, CSS
Education
Canadian Securities Institute
CSC, CPH, DFC, OLC and PFPC
Dhaka Bishwabidyalaya
B.A.(Hons.) M.A
TD Asset Management Junior Software EngineerTasktop Technologies2012 - 2012
AppNeta 2011 - 2011
Skills
Java
Education
University of Waterloo 2013 — 2015
Bachelor of Mathematics, Actuarial Science
The University of British Columbia 2007 — 2011
Bachelor’s Degree, Computer Science
National Bank of Canada December 2007 - December 2010
Altamira Investment Services July 2006 - December 2007
AIM Trimark Investments March 2003 - November 2005
AIM Trimark Investments 2000 - 2003
TD Bank Group 1998 - 2000
TD Asset Management 1997 - 1998
Education
University of Toronto 1989 — 1992
MBA, Finance and Accounting
Queen's University 1985 — 1989
HBA, Economy
Westwood International Advisors June 2012 - Present
TD Asset Management November 2010 - June 2012
AGF Management Limited January 1997 - October 2010
AGF Funds Inc. 1997 - 2010
Education
Ryerson University 1992 — 1996
BA, Business Management and Information Development
Rockway Capital September 2014 - August 2015
Tairen Capital September 2013 - August 2014
Novahill Partners June 2012 - August 2012
TD Asset Management June 2011 - August 2011
Deutsche Bank July 2010 - August 2010
Goldman Sachs July 2010 - July 2010
Rodman & Renshaw June 2009 - July 2009
Columbia University Ultrasound and Elasticity Imaging Laboratory September 2008 - June 2009
Skills
Bloomberg, Valuation, Financial Modeling, Stata, Capital Markets, Economics, Statistics, Public Speaking
Education
University of Pennsylvania Law School 2015 — 2018
Doctor of Law (J.D.)
Princeton University 2009 — 2013
AB, Economics, Finance
Invesco Funds October 2014 - Present
TD Asset Management June 2013 - September 2014
Fidelity Investments December 2010 - May 2013
Dynamic Funds June 2010 - September 2010
TD Canada Trust November 2007 - June 2010
Skills
Wealth Management, Investments, Asset Allocation, Portfolio Management, Financial Markets, Sales Presentations, Retirement Planning, Securities, Investment Advisory, Investment Strategies, ETFs, Retirement, Financial Services, Relationship Management, Strategic Financial..., Mutual Funds
Education
Concordia University 2002 — 2005
Bachelor of Commerce (B.Com.), Finance
John Abbott College 1999 — 2001
Commerce