TD Waterhouse Financial Planning
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TD Waterhouse Financial Planning Employees
Employee
Years
Job
Industry
Peta Wales Peta Wales's TD Waterhouse Financial Planning Experience April 1999 - December 2002
Job Vice President, Sales & Operational Effectiveness at First West Credit Union
Industry Financial Services
Experience
First West Credit Union December 2014 - Present
HSBC September 2013 - December 2014
HSBC June 2012 - September 2013
HSBC March 2010 - May 2012
HSBC June 2009 - February 2010
TD Canada Trust / TD Asset Management December 2002 - June 2009
TD Waterhouse Financial Planning April 1999 - December 2002
TD Waterhouse Investment Advice September 1997 - April 1999
Maritime Life Assurance Company 1993 - December 1996
Skills
Retail Banking, Wealth Management, Sales Management, Personal Financial..., Mutual Funds, Contact Management, Investments, Project Management, Business Development, Banking, Strategy, Leadership, Public Speaking, Performance Management, Financial Advisory, Wealth, Mergers & Acquisitions, Investment Strategies, Performance Measurement, Relationship Management, Financial Services, Securities, Investment Advisory
Education
Financial Planners Standards Council
Certified Financial Planners Designation, Financial Planning
British Columbia Institute of Technology
Diploma, Business Management
CSI
Canadian Securities Course, 1996 & Conduct & Practices Handbook (CPH), 1997
Crofton House
The University of British Columbia / UBC
First West Credit Union December 2014 - Present
HSBC September 2013 - December 2014
HSBC June 2012 - September 2013
HSBC March 2010 - May 2012
HSBC June 2009 - February 2010
TD Canada Trust / TD Asset Management December 2002 - June 2009
TD Waterhouse Financial Planning April 1999 - December 2002
TD Waterhouse Investment Advice September 1997 - April 1999
Maritime Life Assurance Company 1993 - December 1996
Skills
Retail Banking, Wealth Management, Sales Management, Personal Financial..., Mutual Funds, Contact Management, Investments, Project Management, Business Development, Banking, Strategy, Leadership, Public Speaking, Performance Management, Financial Advisory, Wealth, Mergers & Acquisitions, Investment Strategies, Performance Measurement, Relationship Management, Financial Services, Securities, Investment Advisory
Education
Financial Planners Standards Council
Certified Financial Planners Designation, Financial Planning
British Columbia Institute of Technology
Diploma, Business Management
CSI
Canadian Securities Course, 1996 & Conduct & Practices Handbook (CPH), 1997
Crofton House
The University of British Columbia / UBC
Benjamin Domingo Benjamin Domingo's TD Waterhouse Financial Planning Experience July 2011 - Present
Job Financial Planner at TD Waterhouse Financial Planning
Industry Investment Management
Experience
TD Waterhouse Financial Planning July 2011 - Present
Bank of Montreal March 2011 - June 2011
Richardson GMP October 2010 - April 2011
TD Waterhouse October 2009 - February 2010
TD Waterhouse March 2006 - October 2009
TD Waterhouse January 2004 - March 2006
TD Waterhouse January 2001 - December 2003
TD Waterhouse January 2000 - January 2001
Skills
Fixed Income, Securities, Bonds, Strategic Financial..., Investment Strategies, Equities, Investments, Leadership, Coaching, Finance, Financial Services, Customer Service, Retirement Planning, Financial Analysis, Investment Advisory, Management, Analysis, Mutual Funds, Business Development, Derivatives, Trading, Training, Equity Trading, Wealth Management, Options
Education
University of Alberta 1994 — 1998
Bachelor of Commerce (B.Comm.), Finance
Canadian Securities Institute
Financial Planners Standards Council
Certified Financial Planner (CFP)
TD Waterhouse Financial Planning July 2011 - Present
Bank of Montreal March 2011 - June 2011
Richardson GMP October 2010 - April 2011
TD Waterhouse October 2009 - February 2010
TD Waterhouse March 2006 - October 2009
TD Waterhouse January 2004 - March 2006
TD Waterhouse January 2001 - December 2003
TD Waterhouse January 2000 - January 2001
Skills
Fixed Income, Securities, Bonds, Strategic Financial..., Investment Strategies, Equities, Investments, Leadership, Coaching, Finance, Financial Services, Customer Service, Retirement Planning, Financial Analysis, Investment Advisory, Management, Analysis, Mutual Funds, Business Development, Derivatives, Trading, Training, Equity Trading, Wealth Management, Options
Education
University of Alberta 1994 — 1998
Bachelor of Commerce (B.Comm.), Finance
Canadian Securities Institute
Financial Planners Standards Council
Certified Financial Planner (CFP)
Sylvia Manning Sylvia Manning's TD Waterhouse Financial Planning Experience August 2001 - Present
Job Senior Financial Planner at TD Waterhouse Financial Planning
Industry Financial Services
Experience
TD Waterhouse Financial Planning August 2001 - Present
TD Bank Financial Group September 1989 - August 2001
Skills
Retirement, Retirement Planning, Wealth Management, Mutual Funds, Investments, Wealth, Investment Advisory, Financial Services, Mortgage Lending, Finance, Investment Strategies, Securities, Wealth Management..., Financial Advisory, Asset Allocation, Strategic Financial..., Portfolio Management, Estate Planning, Financial Planning
Education
Loyalist College
Journalism
TD Waterhouse Financial Planning August 2001 - Present
TD Bank Financial Group September 1989 - August 2001
Skills
Retirement, Retirement Planning, Wealth Management, Mutual Funds, Investments, Wealth, Investment Advisory, Financial Services, Mortgage Lending, Finance, Investment Strategies, Securities, Wealth Management..., Financial Advisory, Asset Allocation, Strategic Financial..., Portfolio Management, Estate Planning, Financial Planning
Education
Loyalist College
Journalism
Braydon Scully Braydon Scully's TD Waterhouse Financial Planning Experience 2004 - 2007
Job SVP at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments March 2015 - Present
Franklin Templeton Investments March 2007 - March 2015
TD Waterhouse Financial Planning 2004 - 2007
TD Asset Management/TD Waterhouse Investment Advice 2003 - 2004
TD Waterhouse Discount Brokerage 1997 - 2003
TD Waterhouse Discount Brokerage 1996 - 1997
Skills
Mutual Funds, Wealth Management, Investments, Relationship Management, Portfolio Management, Business Development, Financial Services, Strategic Financial..., Securities, Strategy, Business Analysis, Marketing Strategy, Investment Strategies, Asset Management, Equities, Investment Advisory, Fixed Income, Asset Allocation
Education
Mount Allison University 1989 — 1993
B. Comm, Marketing
Franklin Templeton Investments March 2015 - Present
Franklin Templeton Investments March 2007 - March 2015
TD Waterhouse Financial Planning 2004 - 2007
TD Asset Management/TD Waterhouse Investment Advice 2003 - 2004
TD Waterhouse Discount Brokerage 1997 - 2003
TD Waterhouse Discount Brokerage 1996 - 1997
Skills
Mutual Funds, Wealth Management, Investments, Relationship Management, Portfolio Management, Business Development, Financial Services, Strategic Financial..., Securities, Strategy, Business Analysis, Marketing Strategy, Investment Strategies, Asset Management, Equities, Investment Advisory, Fixed Income, Asset Allocation
Education
Mount Allison University 1989 — 1993
B. Comm, Marketing
David Ferryman, CFP, FMA David Ferryman, CFP, FMA's TD Waterhouse Financial Planning Experience March 2004 - Present
Job Senior Financial Planner at TD Wealth Financial Planning
Industry Investment Management
Experience
TD Waterhouse Financial Planning March 2004 - Present
TD Canada Trust July 1998 - March 2004
Skills
Mutual Funds, Wealth Management, Investment Advisory, Investments, Portfolio Management, Retirement Planning, Strategic Financial..., Investment Strategies, Asset Allocation, Relationship Management, Financial Services, Banking, Financial Planning
Education
Simon Fraser University 1992 — 1995
BA, Economics
TD Waterhouse Financial Planning March 2004 - Present
TD Canada Trust July 1998 - March 2004
Skills
Mutual Funds, Wealth Management, Investment Advisory, Investments, Portfolio Management, Retirement Planning, Strategic Financial..., Investment Strategies, Asset Allocation, Relationship Management, Financial Services, Banking, Financial Planning
Education
Simon Fraser University 1992 — 1995
BA, Economics
Christian Tchir Christian Tchir's TD Waterhouse Financial Planning Experience January 2004 - Present
Job Senior Financial Planner at TD Wealth Financial Planning
Industry Banking
Experience
TD Waterhouse Financial Planning January 2004 - Present
Skills
Wealth Management, Investments, Mutual Funds, Retirement Planning, Investment Advisory, Portfolio Management, Investment Strategies, Mortgage Lending, Banking, Certified Financial..., Financial Advisory, Strategic Financial..., Retail Banking, Credit
Education
University of Manitoba 1999 — 2004
Bachelor of Commerce, Finance & Marketing
Certified Financial Planner
TD Waterhouse Financial Planning January 2004 - Present
Skills
Wealth Management, Investments, Mutual Funds, Retirement Planning, Investment Advisory, Portfolio Management, Investment Strategies, Mortgage Lending, Banking, Certified Financial..., Financial Advisory, Strategic Financial..., Retail Banking, Credit
Education
University of Manitoba 1999 — 2004
Bachelor of Commerce, Finance & Marketing
Certified Financial Planner
Silvana Terrigno Silvana Terrigno's TD Waterhouse Financial Planning Experience March 2011 - Present
Job Financial Planner at TD Waterhouse Financial Planning
Industry Financial Services
Experience
TD Waterhouse Financial Planning March 2011 - Present
TD CANADA TRUST August 1999 - March 2011
Skills
Mutual Funds, Investments, Wealth Management, Retirement Planning
Education
Concordia University
Bachelor of Commerce, Finance/Marketing
Vanier College
TD Waterhouse Financial Planning March 2011 - Present
TD CANADA TRUST August 1999 - March 2011
Skills
Mutual Funds, Investments, Wealth Management, Retirement Planning
Education
Concordia University
Bachelor of Commerce, Finance/Marketing
Vanier College
Sylvia Faria, CFP, FMA, CRS Sylvia Faria, CFP, FMA, CRS's TD Waterhouse Financial Planning Experience November 2005 - Present
Job Senior Financial Planner at TD Wealth Financial Planning
Industry Financial Services
Experience
TD Waterhouse Financial Planning November 2005 - Present
BMO November 2003 - November 2005
TD Waterhouse Investment Advice 1999 - November 2003
Dynex Engineering 1998 - 1999
Midland Walwyn 1997 - 1998
Language Studies Canada 1995 - 1997
Skills
Wealth Management, Retirement Planning, Accounting, Mutual Funds, Wealth, Portfolio Management, Investments, Financial Advisory, Investment Advisory, Strategic Financial..., Wealth Management..., Financial Services, High Net Worth..., Finance, Asset Allocation, Estate Planning, Investment Strategies, Financial Planning, Securities, Bonds
Education
Durham College 1994 — 1995
Journalism
York University - Glendon College 1991 — 1994
HBA, English/Spanish
Laurentian University/Université Laurentienne 1989 — 1991
Translation
TD Waterhouse Financial Planning November 2005 - Present
BMO November 2003 - November 2005
TD Waterhouse Investment Advice 1999 - November 2003
Dynex Engineering 1998 - 1999
Midland Walwyn 1997 - 1998
Language Studies Canada 1995 - 1997
Skills
Wealth Management, Retirement Planning, Accounting, Mutual Funds, Wealth, Portfolio Management, Investments, Financial Advisory, Investment Advisory, Strategic Financial..., Wealth Management..., Financial Services, High Net Worth..., Finance, Asset Allocation, Estate Planning, Investment Strategies, Financial Planning, Securities, Bonds
Education
Durham College 1994 — 1995
Journalism
York University - Glendon College 1991 — 1994
HBA, English/Spanish
Laurentian University/Université Laurentienne 1989 — 1991
Translation
Ernest Lam's TD Waterhouse Financial Planning Experience December 2011 - August 2012
Job B2B Marketing Director at Tap4deal Inc.
Industry Food & Beverages
Experience
Tap4deal Inc. August 2012 - Present
TD Waterhouse Financial Planning December 2011 - August 2012
Toronto-Dominion Bank August 2010 - December 2011
Skills
Strategic Planning, Marketing Event Planning, Pay Close Attention to..., Team Leadership, Financial Analysis, Investments, Banking, Customer Service, Microsoft Office, Retail Banking, Mutual Funds, Credit
Education
University of Ontario Institute of Technology 2006 — 2010
Bachelor of Commerce (B.Com.), Finance & Accounting
university of ontario 2006 — 2010
Bcom, Finance
Tap4deal Inc. August 2012 - Present
TD Waterhouse Financial Planning December 2011 - August 2012
Toronto-Dominion Bank August 2010 - December 2011
Skills
Strategic Planning, Marketing Event Planning, Pay Close Attention to..., Team Leadership, Financial Analysis, Investments, Banking, Customer Service, Microsoft Office, Retail Banking, Mutual Funds, Credit
Education
University of Ontario Institute of Technology 2006 — 2010
Bachelor of Commerce (B.Com.), Finance & Accounting
university of ontario 2006 — 2010
Bcom, Finance
Adam Mejilla, CFP Adam Mejilla, CFP's TD Waterhouse Financial Planning Experience April 2012 - July 2012
Job Investment Finance Analyst at Alberta Teachers' Retirement Fund Board
Industry Financial Services
Experience
Alberta Teachers' Retirement Fund Board January 2013 - Present
TD Waterhouse Financial Planning April 2012 - July 2012
TD Waterhouse Financial Planning August 2008 - April 2012
TD Waterhouse Discount Brokerage January 2005 - August 2008
Education
University of Alberta 2000 — 2004
Commerce, Finance
Financial Planning Standards Council
Certified Financial Planner
Canadian Securities Institute
CFA Institute
CAIA Association
Alberta Teachers' Retirement Fund Board January 2013 - Present
TD Waterhouse Financial Planning April 2012 - July 2012
TD Waterhouse Financial Planning August 2008 - April 2012
TD Waterhouse Discount Brokerage January 2005 - August 2008
Education
University of Alberta 2000 — 2004
Commerce, Finance
Financial Planning Standards Council
Certified Financial Planner
Canadian Securities Institute
CFA Institute
CAIA Association
Pantea Ghooparanloo Pantea Ghooparanloo's TD Waterhouse Financial Planning Experience October 2010 - Present
Job Financial Planner at TD Waterhouse
Industry Financial Services
Experience
TD Waterhouse - Financial Planning October 2010 - Present
RBC Asset Management January 2006 - October 2010
UQO 2008 - 2010
RBC Insurance 2002 - 2006
Berkshire Investment group 2002 - 2003
Concordia University 2000 - 2001
Skills
Mutual Funds, Investments, Insurance, Retirement Planning, Wealth Management, Wealth, Strategic Financial..., Investment Advisory, Retirement, Financial Planners, Estate Planning, Financial Advisory, Fixed Annuities, Portfolio Management, Investment Strategies, Asset Allocation, Securities, Finance, Financial Services, High Net Worth..., Mortgage Lending, Wealth Management..., Asset Management, Bonds, Equities, Financial Planning
Education
Université du Québec à Montréal 2008 — 2010
MBA, Finance
Islamic Azad University 1993 — 1997
B.Sc., Geology
Université de Montréal - Ecole polytechnique de Montréal
Master of Business Administration (MBA)
TD Waterhouse - Financial Planning October 2010 - Present
RBC Asset Management January 2006 - October 2010
UQO 2008 - 2010
RBC Insurance 2002 - 2006
Berkshire Investment group 2002 - 2003
Concordia University 2000 - 2001
Skills
Mutual Funds, Investments, Insurance, Retirement Planning, Wealth Management, Wealth, Strategic Financial..., Investment Advisory, Retirement, Financial Planners, Estate Planning, Financial Advisory, Fixed Annuities, Portfolio Management, Investment Strategies, Asset Allocation, Securities, Finance, Financial Services, High Net Worth..., Mortgage Lending, Wealth Management..., Asset Management, Bonds, Equities, Financial Planning
Education
Université du Québec à Montréal 2008 — 2010
MBA, Finance
Islamic Azad University 1993 — 1997
B.Sc., Geology
Université de Montréal - Ecole polytechnique de Montréal
Master of Business Administration (MBA)
Hany Ghattas, F.Pl., MBA, CFP's TD Waterhouse Financial Planning Experience August 2011 - Present
Job Financial Planner at TD Waterhouse
Industry Investment Management
Experience
TD Waterhouse Financial Planning August 2011 - Present
Scotia Bank March 2010 - August 2011
Manulife Securities Incorporated January 2007 - March 2010
École Polytechnique de Montréal April 2004 - August 2005
MATROX March 1995 - July 2001
Skills
Portfolio Management, Risk Management, Investments, Financial Planning, Strategic Financial..., Wealth Management, Financial Analysis, Asset Managment, Banking, Equities, Mutual Funds, Business Analysis, Business Strategy, Strategic Planning, Financial Modeling, Project Planning, Business Development, Project Management, Coaching
Education
Financial Planning Standards Council 2010 — 2010
CFP, Financial Planning
Institut québecois de planification financière 2009 — 2009
Financial Planner, Personal Financial Planning
McGill University 2004 — 2006
MBA, Finance
Université de Montréal - Ecole polytechnique de Montréal 2001 — 2003
Master Degree, Electrical Engineering
Université de Montréal - Ecole polytechnique de Montréal 1991 — 1994
Bachelor in Eng., Electrical Engineering
TD Waterhouse Financial Planning August 2011 - Present
Scotia Bank March 2010 - August 2011
Manulife Securities Incorporated January 2007 - March 2010
École Polytechnique de Montréal April 2004 - August 2005
MATROX March 1995 - July 2001
Skills
Portfolio Management, Risk Management, Investments, Financial Planning, Strategic Financial..., Wealth Management, Financial Analysis, Asset Managment, Banking, Equities, Mutual Funds, Business Analysis, Business Strategy, Strategic Planning, Financial Modeling, Project Planning, Business Development, Project Management, Coaching
Education
Financial Planning Standards Council 2010 — 2010
CFP, Financial Planning
Institut québecois de planification financière 2009 — 2009
Financial Planner, Personal Financial Planning
McGill University 2004 — 2006
MBA, Finance
Université de Montréal - Ecole polytechnique de Montréal 2001 — 2003
Master Degree, Electrical Engineering
Université de Montréal - Ecole polytechnique de Montréal 1991 — 1994
Bachelor in Eng., Electrical Engineering
Barry Monteleone's TD Waterhouse Financial Planning Experience October 2003 - Present
Job Financial Planner at TD Waterhouse Financial Planning
Industry Financial Services
Experience
TD Waterhouse Financial Planning October 2003 - Present
Skills
Strategic Financial..., Wealth Management, Investments, Retirement Planning, Wealth, Banking, Mutual Funds, Credit, Loans, Financial Advisory, Retail Banking, Residential Mortgages, Credit Analysis, Commercial Banking, Mortgage Lending, Credit Risk, Investment Advisory, Portfolio Management, Securities, Relationship Management, Commercial Lending, Financial Services, Investment Strategies, Small Business Lending, Financial Planning
Education
University of Alberta 1971 — 1976
BA /Pd Ad, History and Education
TD Waterhouse Financial Planning October 2003 - Present
Skills
Strategic Financial..., Wealth Management, Investments, Retirement Planning, Wealth, Banking, Mutual Funds, Credit, Loans, Financial Advisory, Retail Banking, Residential Mortgages, Credit Analysis, Commercial Banking, Mortgage Lending, Credit Risk, Investment Advisory, Portfolio Management, Securities, Relationship Management, Commercial Lending, Financial Services, Investment Strategies, Small Business Lending, Financial Planning
Education
University of Alberta 1971 — 1976
BA /Pd Ad, History and Education
Violet Liu's TD Waterhouse Financial Planning Experience May 2007 - June 2011
Job Compliance Officer at TD
Industry Banking
Experience
TD Wealth Compliance Govt & Reg Affairs November 2013 - Present
TD Wealth Compliance June 2011 - November 2013
TD Waterhouse Financial Planning May 2007 - June 2011
TD Canada Trust October 2004 - May 2007
TD Bank September 2000 - October 2004
Skills
Banking, Customer Experience, Securities Regulation, Performance Analysis, Profit Analysis, Investments, Risk Analysis, Microsoft Excel, Mutual Funds, Equities, Personal Financial..., IIROC, Credit Lending, Wealth Management, Regulatory Based..., Credit
Education
McGill University 1997 — 2000
Bachelors of Commerce-Major in Finance
Financial Services Industry Certificates
Marianopolis College 1995 — 1997
TD Wealth Compliance Govt & Reg Affairs November 2013 - Present
TD Wealth Compliance June 2011 - November 2013
TD Waterhouse Financial Planning May 2007 - June 2011
TD Canada Trust October 2004 - May 2007
TD Bank September 2000 - October 2004
Skills
Banking, Customer Experience, Securities Regulation, Performance Analysis, Profit Analysis, Investments, Risk Analysis, Microsoft Excel, Mutual Funds, Equities, Personal Financial..., IIROC, Credit Lending, Wealth Management, Regulatory Based..., Credit
Education
McGill University 1997 — 2000
Bachelors of Commerce-Major in Finance
Financial Services Industry Certificates
Marianopolis College 1995 — 1997
Glen Gillies, CFP, FMA's TD Waterhouse Financial Planning Experience July 2001 - Present
Job Sr Financial Planner at TD Waterhouse Financial Planning
Industry Financial Services
Experience
TD Waterhouse Financial Planning July 2001 - Present
Canada Trust January 1994 - July 2001
Skills
Portfolio Management, Mortgage Lending, Investments, Wealth Management, Banking, Retirement Planning, Mutual Funds, Strategic Financial..., Small Business, Investment Management, Credit, Financial Advisory, Investment Advisory, High Net Worth..., Financial Planning
Education
Carleton University
TD Waterhouse Financial Planning July 2001 - Present
Canada Trust January 1994 - July 2001
Skills
Portfolio Management, Mortgage Lending, Investments, Wealth Management, Banking, Retirement Planning, Mutual Funds, Strategic Financial..., Small Business, Investment Management, Credit, Financial Advisory, Investment Advisory, High Net Worth..., Financial Planning
Education
Carleton University