Experience
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

Experience
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

Experience
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

Experience
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

Experience
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

Experience
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

Experience
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

Experience
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

Experience
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

Experience
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

Experience
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

Experience
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

Experience
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

Experience
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

Experience
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

Experience
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

Experience
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

Experience
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

Experience
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

Experience
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

Experience
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

Experience
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

Experience
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

Experience
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

Experience
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

Experience
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

Experience
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

Experience
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

Experience
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

Experience
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

Experience
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

Experience
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

Experience
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

Experience
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

Experience
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

Experience
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

Experience
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

Experience
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

Experience
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

Experience
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

Experience
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

Experience
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

Experience
TD ASSET MANAGEMENT   Financial Services RepresentativeTD CANADA TRUSTApril 2006 - August 2007

Education
Memorial University of Newfoundland

Experience
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

Experience
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

Experience
TD Asset Management   February 2011 - Present
TD Mutual Funds  March 2009 - February 2011

Education
Seneca College of Applied Arts and Technology

Experience
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

Experience
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

Experience
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

Experience
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

Experience
TD Asset Management   November 2005 - Present

Skills
Mutual Funds, Wealth Management

Education
Queen's University   1991 — 1995
B.Comm

Experience
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

Experience
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

Experience
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

Experience
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

Experience
TD Asset Management  

Skills
Banking, Wealth Management

Education
Seneca College of Applied Arts and Technology   1999 — 2004
Computer Programming

Humber College

Experience
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

Experience
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

Experience
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

Experience
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.

Experience
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

Experience
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

Experience
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

Experience
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

Experience
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