TD Waterhouse Private Client Services
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TD Waterhouse Private Client Services Employees
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
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
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
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
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
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
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
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
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
TD Bank Group February 2012 - Present
TD Waterhouse Private Client Services January 2009 - March 2012
Education
Sheridan College
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
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
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
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