TD Asset Management Inc.
Industry: Company
DescriptionFounded: 1987 Parent organization: Toronto–Dominion Bank Subsidiaries: TDAM USA Inc., TD Quantitative Capital,
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TD Asset Management Inc. Employees
Employee
Years
Job
Industry
Robert terBrugge Robert terBrugge's TD Asset Management Inc. Experience 1996 - 1999
Job Wealth Management Consultant at BMO Nesbitt Burns
Industry Banking
Experience
BMO Nesbitt Burns August 2014 - Present
BMO Financial Group 2010 - August 2014
BMO Financial Group 2005 - 2010
Self-Employed Financial Planner 2002 - 2005
TD Waterhouse Inc. 1999 - 2002
TD Asset Management Inc. 1996 - 1999
TD Asset Management Inc. 1994 - 1996
Self-Employed Financial Planner 1992 - 1993
IBM Canada Ltd. 1985 - 1992
Skills
Personal Financial..., Operational management, Software Development, Customer Oriented, Direct Sales, Retirement Planning, Wealth Management, Financial Services, Operations Management, Mutual Funds, Investments, Relationship Management, Banking, Financial Advisory, Investment Advisory, Financial Planning, Estate Planning
Education
McMaster University
Bachelor of Commerce (B.Com.), Marketing and Finance
McMaster University
Bachelor of Commerce (B.Com.)
BMO Nesbitt Burns August 2014 - Present
BMO Financial Group 2010 - August 2014
BMO Financial Group 2005 - 2010
Self-Employed Financial Planner 2002 - 2005
TD Waterhouse Inc. 1999 - 2002
TD Asset Management Inc. 1996 - 1999
TD Asset Management Inc. 1994 - 1996
Self-Employed Financial Planner 1992 - 1993
IBM Canada Ltd. 1985 - 1992
Skills
Personal Financial..., Operational management, Software Development, Customer Oriented, Direct Sales, Retirement Planning, Wealth Management, Financial Services, Operations Management, Mutual Funds, Investments, Relationship Management, Banking, Financial Advisory, Investment Advisory, Financial Planning, Estate Planning
Education
McMaster University
Bachelor of Commerce (B.Com.), Marketing and Finance
McMaster University
Bachelor of Commerce (B.Com.)
Lyndsay Learmont Lyndsay Learmont's TD Asset Management Inc. Experience April 2013 - Present
Job Manager, Sales Support
Industry Investment Management
Experience
TD Asset Management Inc. April 2013 - Present
TD Asset Management Inc. December 2008 - April 2013
TD Asset Management Inc. July 2007 - December 2008
TD Asset Management Inc. March 2005 - July 2007
Skills
Relationship Management, Management, Leadership, Customer Satisfaction, Motivated self-starter, Collaborative Problem..., Critical Thinking, Getting The Job Done, Change Management, Communication Skills, Time Management, Coordinating Skills, Close Attention to..., Project Management, Demonstrated..., Strategic Planning, Challenge Driven, Thrive in A Fast-paced..., Mentoring Of Staff, Operational Excellence, Workflow Management
Education
University of Guelph 2000 — 2004
BCOMM, Honours in Management in Economics, Industry and Finance
Canadian Securities Institute
TD Asset Management Inc. April 2013 - Present
TD Asset Management Inc. December 2008 - April 2013
TD Asset Management Inc. July 2007 - December 2008
TD Asset Management Inc. March 2005 - July 2007
Skills
Relationship Management, Management, Leadership, Customer Satisfaction, Motivated self-starter, Collaborative Problem..., Critical Thinking, Getting The Job Done, Change Management, Communication Skills, Time Management, Coordinating Skills, Close Attention to..., Project Management, Demonstrated..., Strategic Planning, Challenge Driven, Thrive in A Fast-paced..., Mentoring Of Staff, Operational Excellence, Workflow Management
Education
University of Guelph 2000 — 2004
BCOMM, Honours in Management in Economics, Industry and Finance
Canadian Securities Institute
Jeff Sproul, Hon BBA, PFP, CIM Jeff Sproul, Hon BBA, PFP, CIM's TD Asset Management Inc. Experience 1998 - 2000
Job Common Sense Wealth Manager Empowering Successful Families
Industry Investment Management
Experience
Northland Wealth Management June 2011 - Present
MacNicol & Associates Asset Management Inc. 2010 - July 2011
TD Waterhouse Private Client Services 2000 - 2010
TD Asset Management Inc 1998 - 2000
TD Bank Financial Group 1996 - 1998
TD Bank Financial Group 1995 - 1996
TD Bank Financial Group 1992 - 1995
Skills
Wealth Management, Retirement Planning, High Net Worth..., Strategic Financial..., Financial Advisory, Estate Planning, Investment Management, Wealth, Wealth Management..., Financial Services, Financial Planners, Retirement, Finance, Banking, Loans, Credit, Financial Planning, Insurance Planning, Portfolio Management, Holistic Wealth..., Private Wealth..., Estate Tax Planning, Retirement Income..., Client Relationship..., Client Development, Organizational..., Cash Flow, Succession Planning, New Business Development, Direct Marketing, Leadership, Bonds, Personal Finance, ETFs, Private Banking, Trusts, Alternative Investment..., Security Research &..., Panel Moderator
Education
Canadian Securities Institute 2000 — 2000
Chartered Investment Manager (CIM), Personal Financial Planner (PFP) Canadian Securities Course (CSC)
Canadian Association of Insurance and Financial Advisors (CAIFA)
Life Agent (includes Accident & Sickness)
Institute of Canadian Bankers 1996 — 1998
PFP, Personal Financial Planner
Brock University 1991 — 1995
Hons BBA, Business Administration; Marketing
Institute of Canadian Bankers
Personal Financial Planner
Heatherbrae
TCI
Northland Wealth Management June 2011 - Present
MacNicol & Associates Asset Management Inc. 2010 - July 2011
TD Waterhouse Private Client Services 2000 - 2010
TD Asset Management Inc 1998 - 2000
TD Bank Financial Group 1996 - 1998
TD Bank Financial Group 1995 - 1996
TD Bank Financial Group 1992 - 1995
Skills
Wealth Management, Retirement Planning, High Net Worth..., Strategic Financial..., Financial Advisory, Estate Planning, Investment Management, Wealth, Wealth Management..., Financial Services, Financial Planners, Retirement, Finance, Banking, Loans, Credit, Financial Planning, Insurance Planning, Portfolio Management, Holistic Wealth..., Private Wealth..., Estate Tax Planning, Retirement Income..., Client Relationship..., Client Development, Organizational..., Cash Flow, Succession Planning, New Business Development, Direct Marketing, Leadership, Bonds, Personal Finance, ETFs, Private Banking, Trusts, Alternative Investment..., Security Research &..., Panel Moderator
Education
Canadian Securities Institute 2000 — 2000
Chartered Investment Manager (CIM), Personal Financial Planner (PFP) Canadian Securities Course (CSC)
Canadian Association of Insurance and Financial Advisors (CAIFA)
Life Agent (includes Accident & Sickness)
Institute of Canadian Bankers 1996 — 1998
PFP, Personal Financial Planner
Brock University 1991 — 1995
Hons BBA, Business Administration; Marketing
Institute of Canadian Bankers
Personal Financial Planner
Heatherbrae
TCI
Leesa Joseph Leesa Joseph's TD Asset Management Inc. Experience 1999 - 2000
Job Currently available for Product and Marketing opportunities
Industry Financial Services
Experience
Expedia Cruise Ship Centers 2005 - Present
B2B Bank (Division of Laurentian Bank) 2011 - 2013
B2B Trust (Division of Laurentian Bank) 2009 - October 2011
RBC Insurance 2008 - 2009
RBC Financial Group 2006 - 2008
RBC Insurance 2004 - 2006
TD Bank Financial Group 2002 - 2004
TD Bank Financial Group 2000 - 2001
TD Asset Management Inc. 1999 - 2000
TD Bank Financial Group 1997 - 1999
Skills
Account Management, Wealth Management, Mutual Funds, Product Marketing, Financial Services, Strategy, Business Development, Online Advertising, Management, Marketing, Marketing Strategy, Product Development, Strategic Partnerships, Insurance, Advertising, Banking, Relationship Management, Risk Management, Investments
Education
Canadian Securities Institute (CSI)
CSC
College Montmorency
DEC - Diplôme d'études collégiales, Business Administration
Institute of Canadian Bankers (ICB)
IFIC
Life Office Management Association (LOMA)
FLMI, Level 1
Southern Illinois University, Carbondale
B.SC. - Bachelor of Science, Management
Southern Illinois University, Carbondale
MBA - Master, Business Administration
The Institute of Canadian Bankers (ICB)
PFP
Expedia Cruise Ship Centers 2005 - Present
B2B Bank (Division of Laurentian Bank) 2011 - 2013
B2B Trust (Division of Laurentian Bank) 2009 - October 2011
RBC Insurance 2008 - 2009
RBC Financial Group 2006 - 2008
RBC Insurance 2004 - 2006
TD Bank Financial Group 2002 - 2004
TD Bank Financial Group 2000 - 2001
TD Asset Management Inc. 1999 - 2000
TD Bank Financial Group 1997 - 1999
Skills
Account Management, Wealth Management, Mutual Funds, Product Marketing, Financial Services, Strategy, Business Development, Online Advertising, Management, Marketing, Marketing Strategy, Product Development, Strategic Partnerships, Insurance, Advertising, Banking, Relationship Management, Risk Management, Investments
Education
Canadian Securities Institute (CSI)
CSC
College Montmorency
DEC - Diplôme d'études collégiales, Business Administration
Institute of Canadian Bankers (ICB)
IFIC
Life Office Management Association (LOMA)
FLMI, Level 1
Southern Illinois University, Carbondale
B.SC. - Bachelor of Science, Management
Southern Illinois University, Carbondale
MBA - Master, Business Administration
The Institute of Canadian Bankers (ICB)
PFP
Cheryl McMurdy Cheryl McMurdy's TD Asset Management Inc. Experience February 2013 - Present
Job Executive Assistant CEO at TD Asset Management Inc.
Industry Investment Management
Experience
TD Asset Management Inc. February 2013 - Present
TD Asset Management Inc. August 2011 - February 2013
TD Asset Management Inc. May 2001 - January 2012
TD Securities Inc. May 1997 - May 2001
Skills
PowerPoint, Event Management, Calendar Management, Travel Arranger, Word, Visio, Excel
Education
Durham College 2005 — 2005
Event Organizer
TD Asset Management Inc. February 2013 - Present
TD Asset Management Inc. August 2011 - February 2013
TD Asset Management Inc. May 2001 - January 2012
TD Securities Inc. May 1997 - May 2001
Skills
PowerPoint, Event Management, Calendar Management, Travel Arranger, Word, Visio, Excel
Education
Durham College 2005 — 2005
Event Organizer
Ryan Kirke, CFA, CFP, CIM, FSCI's TD Asset Management Inc. Experience 2000 - 2006
Job Director of Business Development at Provisus Wealth Management
Industry Financial Services
Experience
BMO Financial Group September 2013 - June 2014
Self-Employed December 2011 - September 2013
TD Waterhouse September 2010 - November 2011
Trapeze Asset Management March 2009 - May 2010
Self-Employed 2006 - February 2009
TD Asset Management Inc. 2000 - 2006
TD Asset Management Inc. 1999 - 2000
TD Asset Management Inc. 1996 - 1999
Skills
Wealth Management, Insurance, Retirement Planning, Portfolio Management, Risk Management, Asset Management, Investments, Financial Analysis, Financial Planning, Investment Strategies, Wealth, Alternative Investments, Estate Planning, Mutual Funds, Banking, Fixed Income, Asset Managment, Strategic Financial..., Financial Services, Sales, Publishing, Creative Writing, Editing, Analysis, Small Business, Business Development, Leadership, Entrepreneurship, Management, Marketing, Mergers & Acquisitions
Education
Queen's University 1991 — 1995
Bachelor of Arts Honours (B.A.H.), Political Studies
Trinity College School 1987 — 1991
University of Toronto - Rotman School of Management
University of Toronto - Rotman School of Management
University of Toronto - Rotman School of Management
BMO Financial Group September 2013 - June 2014
Self-Employed December 2011 - September 2013
TD Waterhouse September 2010 - November 2011
Trapeze Asset Management March 2009 - May 2010
Self-Employed 2006 - February 2009
TD Asset Management Inc. 2000 - 2006
TD Asset Management Inc. 1999 - 2000
TD Asset Management Inc. 1996 - 1999
Skills
Wealth Management, Insurance, Retirement Planning, Portfolio Management, Risk Management, Asset Management, Investments, Financial Analysis, Financial Planning, Investment Strategies, Wealth, Alternative Investments, Estate Planning, Mutual Funds, Banking, Fixed Income, Asset Managment, Strategic Financial..., Financial Services, Sales, Publishing, Creative Writing, Editing, Analysis, Small Business, Business Development, Leadership, Entrepreneurship, Management, Marketing, Mergers & Acquisitions
Education
Queen's University 1991 — 1995
Bachelor of Arts Honours (B.A.H.), Political Studies
Trinity College School 1987 — 1991
University of Toronto - Rotman School of Management
University of Toronto - Rotman School of Management
University of Toronto - Rotman School of Management
Robin Lacey's TD Asset Management Inc. Experience December 2009 - April 2013
Job Managing Director & Head, Global Institutional Asset Management at Scotiabank
Industry Investment Management
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
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
Graeme Tickner, CFP CIM FMA FCSI's TD Asset Management Inc. Experience January 1997 - January 2000
Job Fi at ScotiaMcLeod
Industry Financial Services
Experience
ScotiaMcLeod June 2013 - Present
DundeeWealth Inc May 2011 - September 2012
Scotia Asset Management L.P> November 2009 - May 2011
Scotia Asset Management 2009 - May 2011
ONE Financial Corporation August 2008 - June 2009
AIM Trimark Investments September 2004 - August 2008
RBC Investments March 2003 - September 2004
CIBC Imperial Services 1999 - 2003
TD Asset Management Inc January 1997 - January 2000
Education
Brock University 1986 — 1989
Business, Economics
Gordon E. Perdue 1979 — 1985
ScotiaMcLeod June 2013 - Present
DundeeWealth Inc May 2011 - September 2012
Scotia Asset Management L.P> November 2009 - May 2011
Scotia Asset Management 2009 - May 2011
ONE Financial Corporation August 2008 - June 2009
AIM Trimark Investments September 2004 - August 2008
RBC Investments March 2003 - September 2004
CIBC Imperial Services 1999 - 2003
TD Asset Management Inc January 1997 - January 2000
Education
Brock University 1986 — 1989
Business, Economics
Gordon E. Perdue 1979 — 1985
Heba Metias, FMA, FCSI's TD Asset Management Inc. Experience December 1999 - May 2001
Job Head Office Compliance Officer
Industry Investment Management
Experience
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 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
Andrew Brooke, CFA's TD Asset Management Inc. Experience January 1997 - January 2002
Job
Industry Investment Management
Experience
NorthernWolf Capital Inc. January 2014 - Present
Noronha Private Wealth, Raymond James Ltd. 2012 - 2013
RBC Dominion Securities Inc 2004 - 2011
Empire Financial Group 2002 - 2004
TD Asset Management Inc January 1997 - January 2002
CIBC Wood Gundy Securities Inc 1994 - 1997
CIBC Wood Gundy Securities Inc September 1992 - December 1992
Skills
Equities, Finance, Hedge Funds, Investment Advisory, Investment Strategies, Investments, Portfolio Management, Bloomberg, Valuation, Mutual Funds, Asset Allocation
Education
Association for Investment Management & Research 1996 — 1998
CFA
McMaster University
M.B.A, Finance
University of Toronto University
B.A, Economics
NorthernWolf Capital Inc. January 2014 - Present
Noronha Private Wealth, Raymond James Ltd. 2012 - 2013
RBC Dominion Securities Inc 2004 - 2011
Empire Financial Group 2002 - 2004
TD Asset Management Inc January 1997 - January 2002
CIBC Wood Gundy Securities Inc 1994 - 1997
CIBC Wood Gundy Securities Inc September 1992 - December 1992
Skills
Equities, Finance, Hedge Funds, Investment Advisory, Investment Strategies, Investments, Portfolio Management, Bloomberg, Valuation, Mutual Funds, Asset Allocation
Education
Association for Investment Management & Research 1996 — 1998
CFA
McMaster University
M.B.A, Finance
University of Toronto University
B.A, Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY