TD Waterhouse Private Client Services

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TD Waterhouse Private Client Services Employees

Employee
Years
Job
Industry
Michael McKnight Michael McKnight Toronto, Canada Area Details
Michael McKnight's TD Waterhouse Private Client Services Experience November 2004 - Present
Job Senior Private Banker
Industry Banking
Experience
TD Wealth Private Client Group  November 2004 - Present
TD Waterhouse Private Client Services   November 2004 - Present

Skills
Wealth Management, Portfolio Management, Banking, New Business Development, Investments, Investment Advisory, Strategic Financial..., Credit, Commercial Banking, Mutual Funds, Mortgage Lending, Relationship Management, Retail Banking, Loans, Financial Planning, Financial Services, Asset Management, Bonds, Risk Management

Education
Brock University   1996 — 2000
Bachelor's degree

Pocock

Carmen So Carmen So Vancouver, Canada Area Details
Carmen So's TD Waterhouse Private Client Services Experience September 2011 - Present
Job Senior Private Banker at TD Wealth Private Client Group
Industry Banking
Experience
TD Waterhouse - Private Client Services  September 2011 - Present
HSBC Bank Canada  September 2010 - September 2011
TD Waterhouse Investor Services  June 2008 - September 2010

Skills
Credit Analysis, Banking, Retail Banking, Portfolio Management, Wealth Management, Credit, Investments, Mutual Funds, Mortgage Lending

Education
Eric Hamber Secondary

Simon Fraser University

Gord Syme Gord Syme Edmonton, Canada Area Details
Gord Syme's TD Waterhouse Private Client Services Experience January 2003 - June 2009
Job Market Leader at Conroy Ross Partners
Industry Management Consulting
Experience
iHuman All In Campaign   March 2013 - Present
Conroy Ross Partners  March 2015 - Present
Conroy Ross Partners  November 2011 - February 2015
Telus World of Science - Edmonton  June 2009 - May 2013
Sorrentino's Compassion House   April 2011 - March 2013
PwC  December 2009 - October 2011
TD WATERHOUSE PRIVATE CLIENT SERVICES   January 2003 - June 2009
TD Waterhouse Private Client Services   January 2002 - January 2003
TD MarketSite (Toronto,ON)   January 2001 - January 2002
TD Bank  January 1997 - March 2000

Skills
Succession Planning, Strategic Planning, Business Strategy, Non-profits, New Business Development, Leadership Development, Change Management, Governance, Management Consulting, Organizational..., Business Planning, Business Process..., Strategy, Team Building, Coaching, Mergers, Organizational Design, Executive Coaching, Business Development, Start-ups, Public Speaking, Organizational..., Mergers & Acquisitions, Leadership, Sales, Talent Management, Investments, Budgets, Marketing, Consulting, Executive Management, Training, Banking, Program Management, Financial Services, Team Leadership, Workshop Facilitation, Business Transformation, Strategic Partnerships, Recruiting, Performance Management, Acquisition Integration, Risk Management, Small Business, Process Improvement, Entrepreneurship, Management, Business Analysis, Marketing Strategy, B2B

Education
University of Alberta   1977 — 1982
BPE

University of Alberta   1977 — 1982
BPE, Athletic Therapy

Aaron Solly Aaron Solly Vancouver, Canada Area Details
Aaron Solly's TD Waterhouse Private Client Services Experience March 2010 - Present
Job Senior Private Banker TD Waterhouse
Industry Financial Services
Experience
TD Waterhouse Private Client Services   March 2010 - Present

Skills
Strategic Financial..., Certified Financial..., Banking, Investments, Credit, Wealth Management, Mutual Funds, Commercial Banking, Portfolio Management, Retirement Planning, Small Business, Retail Banking, Sales, Financial Advisory, Coaching, Writing, Finance, Business Development, Mortgage Lending, Loans, Estate Planning, Financial Services, Securities, Commercial Lending, Investment Advisory, Private Banking, Credit Analysis, Relationship Management, Risk Management, Entrepreneurship

Education
Clearmind International   2012 — 2015

Financial Planning Standards Council   2008 — 2008
Canadian Financial Planning Designation

Canadian Securities Institute   2006 — 2006

Thompson Rivers University   1992 — 1996
Bachelor of Business Administration

Vantage Point

Jennifer Hiemstra Jennifer Hiemstra Toronto, Canada Area Details
Jennifer Hiemstra's TD Waterhouse Private Client Services Experience November 2011 - July 2015
Job Wealth Advisor, CIBC Wealth Advisory Services
Industry Financial Services
Experience
TD Waterhouse Private Client Services   November 2011 - July 2015
MD Management Ltd.  October 2007 - October 2011
Alterna Savings  July 2006 - September 2007
CIBC  1992 - 2006

Skills
Credit, Financial Planning, Wealth Management, Banking, Investments, Wealth, Estate Planning, Private Wealth..., Financial Advisory, Private Banking, Mortgage, Retirement, High Net Worth..., Retirement Planning, Loans, Professionals, Strategic Financial..., Wealth Management..., Mutual Funds, Finance, Investment Strategies, Investment Advisory, Certified Financial..., Portfolio Management, Financial Planners, Mortgage Lending

Education
Financial Planning Standards Council   2002 — 2002
CFP, Financial Planning

Canadian Securities Institute   2001 — 2002
CSC, CPH, PFPC, FMA

Carleton University   1988 — 2000
BA, Linguistics and Applied Language Studies

Jeff Sproul, Hon BBA, PFP, CIM Jeff Sproul, Hon BBA, PFP, CIM Toronto, Canada Area Details
Jeff Sproul, Hon BBA, PFP, CIM's TD Waterhouse Private Client Services Experience 2000 - 2010
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

Kathy Wakil Kathy Wakil Toronto, Canada Area Details
Kathy Wakil's TD Waterhouse Private Client Services Experience January 2007 - December 2010
Job Private Wealth Consultant at BMO Harris Private Banking
Industry Financial Services
Experience
BMO Harris Private Banking  December 2010 - Present
TD Waterhouse - Private Client Services  January 2007 - December 2010
TD Waterhouse Private Client Services   September 1995 - January 2010
TD Waterhouse - Private Client Services  September 1995 - December 2006
Investors Group Financial Services  October 1992 - August 1995
Woodward's Department Stores   January 1988 - July 1991

Skills
Wealth Management, Retirement Planning, High Net Worth..., Private Banking, Estate Planning, Strategic Financial..., Investment Advisory, Investment Strategies, Sales Management, Strategic Planning, Investments, Investment Management, Portfolio Management, Banking, Business Development, Mutual Funds, Loans, Team Leadership, Relationship Management, New Business Development

Education
Simon Fraser University   1991 — 1993
MBA, Business Strategy

Simon Fraser University   1991 — 1993
Masters, Business Administration

Investments Funds Institute of Canada

University of Guelph   1974 — 1978
BA, Literature

Renée Graf Renée Graf Toronto, Canada Area Details
Renée Graf's TD Waterhouse Private Client Services Experience January 2009 - December 2009
Job Practice Management Consultant Eastern Canada at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns  May 2015 - Present
Advisor Insight   June 2013 - Present
Scotiabank  September 2011 - June 2013
ScotiaMcLeod  May 2010 - August 2011
TD Waterhouse, Private Client Services  January 2009 - December 2009
TD Waterhouse, Practice Management   August 2006 - December 2008
High Park Choirs of Toronto   2006 - 2007
TD Bank Financial Group  February 2005 - August 2006
Ministry of the Environment  January 2004 - February 2005
Ministry of Health and Long-Term Care  June 2001 - August 2003

Skills
Sales Management, Management Consulting, Management, Sales, Strategy, Relationship Management, New Business Development, Investments, Marketing, Training, Business Strategy, Change Management, Program Management, Business Analysis, Financial Services, Public Relations, Banking

Education
York University - Schulich School of Business   2001 — 2004
MBA, International Business Strategy, Marketing

Pontificia Universidad Católica de Chile   2003 — 2003
MBA

The University of British Columbia   1991 — 1992
Bachelor of Education, French - Intermediate & Secondary

Carleton University   1988 — 1990
Bachelor of Arts (Hons), French Literature & English

Laurentian University - Huntington University   1986 — 1988

Mathew Hall, CFA, CFP Mathew Hall, CFA, CFP Ottawa, Canada Area Details
Mathew Hall, CFA, CFP's TD Waterhouse Private Client Services Experience April 2008 - September 2011
Job Partner & Portfolio Manager at Exponent Investment Management
Industry Investment Management
Experience
Exponent Investment Management   November 2011 - Present
TD Waterhouse Private Client Services   April 2008 - September 2011
TD Bank Group  February 2006 - April 2008
TD Bank Group  May 2004 - February 2006

Skills
Financial Analysis, Financial Services, Finance, Investments, Asset Management, Mutual Funds, Financial Modeling, Equities, Credit, Portfolio Management, Financial Planning, Wealth Management, Investment Advisory

Education
Algonquin College of Applied Arts and Technology   2002 — 2004
Diploma, Honor Business Administration - Finance

Nicole Wenzel Nicole Wenzel Toronto, Canada Area Details
Nicole Wenzel's TD Waterhouse Private Client Services Experience January 2009 - March 2012
Job Client and Employee Experience Associate, TD Wealth Private Client Group
Industry Banking
Experience
TD Bank Group  February 2012 - Present
TD Waterhouse Private Client Services   January 2009 - March 2012

Education
Sheridan College

David Yan David Yan Vancouver, Canada Area Details
David Yan's TD Waterhouse Private Client Services Experience 2000 - 2008
Job Vice President Wealth Management at Envision Financial
Industry Real Estate
Experience
Envision Financial  November 2013 - Present
LEAGUE Investment Services (LISI)   June 2008 - October 2013
TD Waterhouse - Private Client Services  2000 - 2008
TD Bank Group  November 1993 - December 1999
TD Canada Trust  1986 - 1993

Skills
Investments, Asset Managment, Portfolio Management, Strategic Planning, Financial Analysis, Alternative Investments, Brokerage, Financial Modeling, Business Strategy, Mergers, Disposition, Valuation, Business Development, Asset Management, Mergers & Acquisitions, Real Estate, Executive Management, Options, Strategic Financial..., Risk Management, Corporate Finance, Due Diligence, Negotiation, Entrepreneurship, Finance, Banking, Loans, Credit, Strategy, Budgets, Relationship Management, Mutual Funds, Consumer Lending, Retail Banking, Business Planning, Wealth Management, Credit Risk, Securities, Mortgage Lending, Financial Services, Investment Advisory, Leadership, Investment Strategies, Residential Mortgages, Insurance, Financial Advisory, Wealth, Credit Analysis, Commercial Mortgages, Wealth Management...

Education
The University of British Columbia   1986 — 1990
Bachelor of Commerce, Finance

Eric Hamber Secondary School   1981 — 1985
High School Diploma

Adrian Leon Adrian Leon Toronto, Canada Area Details
Adrian Leon's TD Waterhouse Private Client Services Experience October 2002 - May 2008
Job Owner, The Family CEO
Industry Financial Services
Experience
The Family CEO   2008 - Present
TD Waterhouse Private Client Services   October 2002 - May 2008
TD Waterhouse Private Client Services   June 2001 - October 2002

Skills
Wealth Management, Investments, Financial Planning, Wealth, Estate Planning, Banking, Asset Allocation, Retirement Planning, Risk Management, Financial Analysis, Strategic Planning, Asset Management, Portfolio Management, Strategic Financial..., Credit, Relationship Management, Asset Managment, Retail Banking, Financial Services, Management, Finance, Leadership, Mutual Funds, Business Planning, Financial Advisory, Entrepreneurship, Loans, CRM, Insurance, High Net Worth..., Investment Strategies

Education
Canadian Securities Institute (CSI)   2006 — 2006
FMA, Financial Management Analyst

Canadian Securities Institute (CSI)   2005 — 2005
CSC, Canadian Securities Course

Laurentian University/Université Laurentienne   1988 — 1992
H.B. Commerce, Business

St. Charles College   1984 — 1988

Chris Kuflik Chris Kuflik Montreal, Canada Area Details
Chris Kuflik's TD Waterhouse Private Client Services Experience September 2001 - January 2009
Job
Industry Investment Management
Experience
Scotia McLeod  2009 - 2015
Scotia McLeod  2009 - 2015
TD Waterhouse Private Client Services   September 2001 - January 2009

Skills
ETFs, Investment Advisory, Alternative Investments, Wealth Management, Wealth, Mutual Funds, Asset Managment, Hedge Funds, Fixed Income, Investments, Portfolio Management, Asset Allocation, Investment Strategies, Equities, Strategic Planning, Wealth Management..., Securities, Asset Management

Education
McGill University   1989 — 1991

The University of Western Ontario   1985 — 1989

Joanne McLellan Joanne McLellan Vancouver, Canada Area Details
Joanne McLellan's TD Waterhouse Private Client Services Experience 1997 - 2007
Job Director, Gift Planning at Lions Gate Hospital Foundation
Industry Nonprofit Organization Management
Experience
Lions Gate Hospital Foundation   January 2007 - Present
Lions Gate Hospital Foundation   2007 - Present
TD Waterhouse Private Client Services   1997 - 2007

Skills
Planned Giving, Estate Planning, Event Planning, Gift Planning, Philanthropy, Annual Giving, Fundraising, Nonprofits, Program Development, Community Outreach, Board Development, Fundraisers, Volunteer Management, Charities, Alumni Relations, Prospect Research, Community Development, Grant Writing, Campaign Strategies, High Net Worth..., Sponsorship

Education
The University of British Columbia
Dietetics