TD Evergreen

Description

TD Waterhouse is the brand used for a Canadian brokerage within Toronto–Dominion Bank. It was also formerly used for TD's American and British brokerages. TD's original brokerage, Greenline Investor Services, was established in 1984. Traded as: TSX: TD; NYSE: TD; S&P/TSX 60 component Headquarters: Toronto, Ontario, Canada Parent: Toronto–Dominion Bank

TD Evergreen List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at TD Evergreen. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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TD Evergreen Employees

Employee
Years
Job
Industry
Ed Bootle Ed Bootle Edmonton, Canada Area Details
Ed Bootle's TD Evergreen Experience 1997 - 2000
Job Principal / Senior Financial Consultant
Industry Financial Services
Experience
Bootle & Associates Private Wealth Management   November 2014 - Present
Investors Group Financial Services Inc.  2005 - Present
MacEwan University  2011 - 2015
Department of National Defence  1991 - 2009
Fidelity Investments  2005 - 2006
Investors Group Securities Inc.   2000 - 2005
TD Evergreen   1997 - 2000

Skills
Financial Planning, Investment Strategies, Retirement Planning, Estate Planning, Insurance Planning, Investments, Debt Managment, Health & Dental Benefits, Groupp RRSP Plans, Pension Plans, Financial Planners, Strategic Financial..., Wealth Management, Insurance, Securities, Finance, Portfolio Management, Risk Management, Equities, Pension Funds, Financial Advisory, Alternative Investments, Asset Management, Mutual Funds, Wealth, Retirement, Wealth Accumulation, Pensions, Financial Analysis, Investment Advisory, Financial Services

Education
University of Manitoba
Commerce

MacEwan University
Management Studies Diploma

Athabasca University   1996 — 1997
Bachelors of Business Administration, Business Administration and Management, General

Canadian Securities Institute
Canadian Securities Course / Professional Financial Planner Course, Investments and Securities

Financial Planning Standards Council
Certified Financial Planner (CFP), Tax Planning, Investments, Estate Planning, Debt Management, Insurance

Denise Kehler Denise Kehler Montreal, Canada Area Details
Denise Kehler's TD Evergreen Experience September 1997 - September 1998
Job Pension and Investment Leader
Industry Investment Management
Experience
Teachers' Retirement Allowances Fund   April 2014 - December 2014
Public Employees Benefits Agency   January 2007 - March 2014
Ministry of Finance, Saskatchewan   May 2005 - December 2006
Ministry of Finance, Saskatchewan   September 2001 - May 2005
Merrill Lynch  September 1998 - September 2001
TD Evergreen   September 1997 - September 1998

Skills
Alternative Investments, Equities, Asset Management, Portfolio Management, Asset Allocation, Investments, Asset Managment, Wealth Management, Pensions, Risk Management, Financial Analysis, Strategic Planning, Change Management, Senior Executive..., Investment Strategies, Hedge Funds, Fixed Income

Education
University of Regina
Bachelor of Business Administration (BBA)

University of Regina
Master of Business Administration (MBA)

Marcus Ho, CFA Marcus Ho, CFA San Francisco Bay Area Details
Marcus Ho, CFA's TD Evergreen Experience 1997 - 1998
Job Director Institutional Equity Sales
Industry Financial Services
Experience
Citigroup Global Markets  August 2011 - June 2014
Citigroup  March 1998 - August 2011
TD Evergreen   1997 - 1998

Skills
Equities, Capital Markets, Bloomberg, Investment Banking, Hedge Funds, Equity Research, Financial Analysis, Financial Modeling, Fixed Income, Portfolio Management, Investments, Derivatives, Alternative Investments, Valuation, Emerging Markets, Asian markets, Structured Products, Japanese market, Investor Relations

Education
The University of British Columbia   1994 — 1996
Master of Business Administration (M.B.A.), Finance & International Business

McGill University   1989 — 1993
Bachelor of Arts (B.A.), Economics

Darin Gyug Darin Gyug Calgary, Canada Area Details
Darin Gyug's TD Evergreen Experience September 2001 - January 2002
Job Senior Financial Advisor at ATB Securities Inc.
Industry Banking
Experience
ATB Securities Inc.  March 2004 - Present
Apex Financial  December 2002 - March 2004
National Bank Financial  January 2001 - December 2002
TD Evergreen   September 2001 - January 2002

Skills
Financial Management..., Banking, Finance, Retirement Planning, Investments, Mutual Funds, Wealth Management, Securities, Investment Strategies, Asset Management, Investment Advisory, Mortgage Lending, Financial Advisory, Strategic Financial..., Portfolio Management, Commercial Banking, Retail Banking, Investment Banking, Small Business, Residential Mortgages, Fixed Income, Commercial Lending, Cash Management, Bonds, Investment Management, Equities, Pensions, Wealth Management..., Loans, High Net Worth..., Financial Planners, Wealth, Credit Analysis, Financial Services, Consumer Lending, Business Planning, Asset Allocation, Derivatives, Personal Financial..., Financial Markets, Corporate Finance, Relationship Management, Estate Planning, Credit Risk, Financial Risk, Financial Structuring, Private Banking, Financial Analysis, Risk Management

Education
The University of Lethbridge   1999 — 2001
Bachelor of Management, Finance

The University of Calgary   1995 — 1999
Pre-management, Commerce

Julie Bredin Julie Bredin Toronto, Canada Area Details
Julie Bredin's TD Evergreen Experience June 1998 - June 1999
Job Managing Partner at Market Logics
Industry Management Consulting
Experience
Market Logics   January 2007 - Present
Jigsaw Planning Inc.   January 2001 - December 2006
TD Private Client Group   June 1999 - June 2001
TD Evergreen   June 1998 - June 1999
C.M. Oliver   1996 - 1998
Midland Walwyn  1995 - 1996
Midland Walwyn  1991 - 1995

Skills
Marketing Communications, Brand Development, Business Planning, Research, Market Research, Strategic Planning, Marketing Strategy, Management Consulting, Wealth Management, Business Strategy, Online Marketing, Integrated Marketing, Strategic Communications, Entrepreneurship, Retail, Brand Management, Corporate Communications, Management, Strategy, New Business Development, Strategic Partnerships, Marketing, Business Development, Start-ups, Coaching, Financial Services

Education
Western University   1988 — 1990
BA, Economics

Huron University College
BA, Economics

Boesch Raylene Boesch Raylene Edmonton, Canada Area Details
Boesch Raylene's TD Evergreen Experience September 1993 - September 1998
Job Investment Advisor Assistant at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy  December 2002 - Present
Merrill Lynch  September 1998 - December 2002
TD Evergreen   September 1993 - September 1998

Skills
Finance, Wealth Management, Portfolio Management, Investments, Mutual Funds, Equities, Financial Planning, Securities, Fixed Income, Investment Advisory, Asset Management, Asset Allocation

Education
Concordia University College of Alberta   1991 — 1993
Bachelor of Arts (BA), Psychology Sociology

Thomas Courteau, CIM® Thomas Courteau, CIM® Toronto, Canada Area Details
Thomas Courteau, CIM®'s TD Evergreen Experience June 1993 - June 2003
Job Vice President, Investment Advisor at Richardson GMP
Industry Financial Services
Experience
Richardson GMP  January 2014 - Present
Macquarie Private Wealth  January 2012 - December 2013
National Bank Financial  2002 - January 2012
TD Evergreen   June 1993 - June 2003

Skills
Wealth Management, Investment Advisory, Investments, Mutual Funds, Investment Strategies, Finance, Retirement Planning, Asset Allocation, ETFs, Asset Management, Financial Services, Equities, Wealth Management..., Portfolio Management, Capital Markets, Securities, Alternative Investments, Bonds, Wealth, Financial Advisory, Fixed Income, Strategic Financial..., Options, Financial Planning, Innovation Management

Education
Concordia University   1980 — 1984
B.Comm., Marketing, Management, Finance

Vanier College   1977 — 1981
Architectural Technology

Canadian Securities Institute (CSI)
Chartered Investment Manager (CIM®)

Donna Soltes Donna Soltes Toronto, Canada Area Details
Donna Soltes's TD Evergreen Experience 1998 - 1999
Job President at The Professional Group Inc.
Industry Insurance
Experience
The Professional Group Inc., " Your Benefits & Insurance Partner"   February 2007 - Present
Berkshire Insurance Services Inc.   October 1999 - April 2005
TD Evergreen   1998 - 1999
Halton Caird Insurance   1995 - 1998

Skills
Retirement Planning, Employee Benefits, Long-term Care, Critical Illness, Life Insurance, Strategic Planning, Fixed Annuities, Disability Insurance, Estate Planning, Health Insurance, Coaching, Marketing Strategy, Financial Advisory, Underwriting, Sales Management, Insurance, Customer Service, Term Life Insurance, Retirement, Strategic Financial..., New Business Development, Investment Advisory, Investments, Wealth Management, Sales, Small Business, Financial Planners, Long Term Care Insurance, Brokers, Whole Life, Financial Planning

Education
George Brown College   1983 — 1984
A.I.I.C., Insurance

Mohawk College   1980 — 1982
Insurance Administration, Insurance

Lord Elgin High School   1976 — 1980
General Studies

Jamie Purves Jamie Purves Toronto, Canada Area Details
Jamie Purves's TD Evergreen Experience September 1997 - December 2001
Job Director Family Office Services, WaterStreet Family Offices
Industry Financial Services
Experience
WaterStreet Family Offices  January 2011 - Present
Corporate Planning Associates   December 2001 - December 2010
TD Evergreen   September 1997 - December 2001

Skills
Strategic Financial..., Financial Advisory, Risk Management, Investment Advisory, Financial Services, Wealth, High Net Worth..., Life Insurance, Holistic Financial..., Alternative Investments, Trust and Estate, Wealth Management...

Education
Crescent School, Toronto

Queen's University

Nick Mazer Nick Mazer Calgary, Canada Area Details
Nick Mazer's TD Evergreen Experience November 1995 - January 2001
Job Investment Advisor at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns  January 2001 - Present
TD Evergreen   November 1995 - January 2001

Skills
Investment Advisory, Wealth Management, Retirement Planning, Investment Strategies, Mutual Funds, Asset Allocation, Wealth, ETFs, Strategic Financial..., Retirement, High Net Worth..., Estate Planning, Investments, Wealth Management..., Bonds, Equities, Portfolio Management, Securities, Canadian Securities..., Segregated Funds, Options, Alternative Investments, Fixed Income, Financial Advisory

Education
University of Regina   1987 — 1991
B.Admin.

University of Saskatchewan   1980 — 1984
Bachelor of Arts (B.A.)

David Ali David Ali Toronto, Canada Area Details
David Ali's TD Evergreen Experience May 1998 - November 1998
Job President Dynamic Progressions Inc.
Industry Information Technology and Services
Experience
Dynamic Progressions Inc.   January 2011 - June 2014
Dynamic Progressions Inc   December 2009 - December 2010
Dynamic Progressions Inc   August 2008 - July 2009
Dynamic Progressions Inc   October 2007 - May 2008
Dynamic Progressions Inc   October 2006 - October 2007
Dynamic Progressions Inc   February 2006 - October 2006
IBM  October 2003 - October 2005
TD Waterhouse  October 2000 - October 2003
TD Waterhouse  November 1998 - October 2000
TD Evergreen   May 1998 - November 1998

Skills
IT Management, SDLC, Disaster Recovery, Business Analysis, Vendor Management, Virtualization, Leadership, VMware, Windows Server, ITIL, IT Operations, Windows, Active Directory, Requirements Gathering, Solution Architecture, Business Requirements, Project Management, Requirements Analysis, Software Documentation

Education
HDI   2005 — 2005
Helpdesk & ITIL Foundation

Ikon Education Services   1998 — 1998
MCSE Workstation

Ikon Education Services   1998 — 1998
MCSE Windows NT Server

Cleveland Institute of Electronics   1987 — 1990
Engineering Technician

National Technical School   1984 — 1986
Electronics Technology

Martin Karcz Martin Karcz Vancouver, Canada Area Details
Martin Karcz's TD Evergreen Experience July 1997 - September 2000
Job Director at ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod  April 2008 - Present
CIBC Wood Gundy  September 2000 - April 2008
TD Evergreen   July 1997 - September 2000
TD  June 1995 - July 1997

Skills
Investments, Wealth Management, Asset Management, Alternative Investments, Equities, Investment Strategies, Fixed Income, Portfolio Management, Investment Advisory, Hedge Funds, Asset Allocation, Investment Management, Mutual Funds, Bonds, Securities, Retirement Planning, Management

Education
The University of British Columbia   1993 — 1995
Master of Business Administration (M.B.A.), Portfolio Management

University of Gdansk   1987 — 1991
Master of Science (MSc), Economic Geography

Chris Hull, CGA Chris Hull, CGA Calgary, Canada Area Details
Chris Hull, CGA's TD Evergreen Experience 1998 - 2000
Job Managing Director at IFG International Financial Group, Ltd
Industry Staffing and Recruiting
Experience
IFG - International Financial Group, Ltd  2010 - Present
Robert Half International  2004 - 2010
Colliers International  2000 - 2003
TD Evergreen   1998 - 2000
KPMG Canada  1995 - 1998
KPMG Canada  1993 - 1995

Education
Certified General Accountants of Alberta
CGA Designation

Red River College   1991 — 1993
Business Administration Diploma, Accounting

Laurentian University/Université Laurentienne
Bachelor's Degree, Business/Commerce, General