TD Waterhouse Private Investment Advice

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TD Waterhouse Private Investment Advice Employees

Employee
Years
Job
Industry
Jay Warrener Jay Warrener Toronto, Canada Area Details
Jay Warrener's TD Waterhouse Private Investment Advice Experience December 1997 - June 2003
Job Senior Investment Advisor at National Bank Financial Wealth Management
Industry Investment Management
Experience
National Bank Financial Wealth Management  July 2003 - Present
TD Waterhouse Private Investment Advice   December 1997 - June 2003
Midland Walwyn  October 1994 - November 1997
The Wurlitzer Company   November 1978 - August 1990
Performance Sail Craft Inc   May 1972 - April 1977

Skills
Wealth Management, Investment Management, High Net Worth..., Mutual Funds, Stocks, Strategic Financial..., GIC, RESP, RRSP, TFSA, Tax-advantaged..., Insurance, Corporate Trust, Family Trust, Tax Planning, RRIF, Estate Planning, Bonds, Investment Strategies, Investment Advisory, Financial Planners, ETFs, Investments, Retirement Planning, Asset Allocation, Securities, Wealth, Wealth Management..., Financial Advisory, Equities, Retirement, Alternative Investments, Fixed Income, Options, Separately Managed..., Portfolio Management, Asset Management, Financial Services, Hedge Funds, Pensions

Education
Concordia University   1968 — 1972
BA, English

Beaconsfield High School   1964 — 1968
Senior Matriculation

Jennifer Gant Jennifer Gant Vancouver, Canada Area Details
Jennifer Gant's TD Waterhouse Private Investment Advice Experience June 2003 - August 2004
Job Webmaster | Social Media Consultant | Content Writer Helping your business prosper with professional marketing solutions
Industry Marketing and Advertising
Experience
Buckle Down Marketing Solutions   June 2005 - Present
TD Waterhouse Private Investment Advice   June 2003 - August 2004
TD Canada Trust  1997 - 2003

Skills
Online Marketing, Marketing, Business Development, Web Analytics, SEO, Strategic Planning, Market Research, Marketing Strategy, Web Services, Copywriting, Entrepreneurship, Advertising, Marketing Communications, Event Planning, Creative Direction, Social Media Marketing, Project Management, Blogging, Google Adwords, Newsletters, Business Planning, PPC, Training, Leadership

Education
Carleton University, Ottawa
Bachelor of Arts (BA), Major in English & Minor in German

British Columbia Institute of Technology / BCIT
Social Media Marketing

Joey Tai, CFA Joey Tai, CFA Vancouver, Canada Area Details
Joey Tai, CFA's TD Waterhouse Private Investment Advice Experience September 2008 - January 2010
Job Roynat Capital
Industry Capital Markets
Experience
Roynat Capital  2013 - Present
BDC  June 2011 - December 2013
Sauder School of Business at UBC  2011 - 2012
Weev   September 2010 - December 2011
RBC Dominion Securities  August 2010 - June 2011
TD Waterhouse - Private Investment Advice  September 2008 - January 2010
TD Canada Trust  November 2007 - September 2008

Skills
Financial Analysis, Sales, Entrepreneurship, Portfolio Management, Entrepreneurial Finance, Commercial Lending, Banking, Finance, Financial Modeling, Credit, Business Planning, Valuation, Private Equity, Venture Capital, Business Development, Start-ups, Management Consulting, Due Diligence, Mergers, Investments, Corporate Finance

Education
The University of British Columbia   2006 — 2011
Sauder School of Business

University of Nottingham - Nottingham University Business School   2010 — 2010
Finance and Economics

Canadian Securities Institute

MDA Investment Banking Training Program
Financial Modeling

Collingwood School

Jonathan Braams, CFA Jonathan Braams, CFA Edmonton, Canada Area Details
Jonathan Braams, CFA's TD Waterhouse Private Investment Advice Experience November 2009 - October 2011
Job Senior Analyst, Private Investments at Alberta Investment Management Corporation (AIMCo)
Industry Financial Services
Experience
Alberta Investment Management Corporation (AIMCo)   April 2013 - Present
Alberta Investment Management Corporation (AIMCo)   October 2011 - April 2013
TD Waterhouse Private Investment Advice   November 2009 - October 2011
TD Bank Group  May 2009 - October 2009
TD Bank Group  September 2007 - April 2009

Skills
Microsoft Excel, Financial Modeling, Financial Reporting, Financial Analysis, Finance, Microsoft Office, Microsoft Word, PowerPoint, Client Relations Skills, Financial Services, Analysis, Private Equity, Infrastructure, Asset Management, Wealth Management, Investments, Mutual Funds, Fixed Income, Corporate Finance

Education
University of Alberta   2006 — 2010
Bachelor of Commerce (BCom), Finance & Operations Management

Nicholas Wildman, CAIA Nicholas Wildman, CAIA Edmonton, Canada Area Details
Nicholas Wildman, CAIA's TD Waterhouse Private Investment Advice Experience March 2011 - September 2011
Job Financial Analyst Public Equities at Alberta Investment Management Corporation (AIMCo)
Industry Financial Services
Experience
Alberta Investment Management Corporation (AIMCo)   November 2013 - Present
Alberta Investment Management Corporation (AIMCo)   September 2011 - November 2013
TD Waterhouse - Private Investment Advice  March 2011 - September 2011
MD Financial  June 2009 - November 2010
Shenzhen Tempus Logistics Holdings   April 2008 - May 2009

Skills
Financial Modeling, Asset Management, Customer Relations, Analysis, Credit, Asset Managment, Alternative Investments, CAIA, Managed Futures, Investments, Financial Analysis, Equities, Portfolio Management, Derivatives, Business Development, Finance, Valuation, Client Relations Skills, Performance Analysis, Risk Management, Trading

Education
Wall Street Prep   2013 — 2013
Financial Modelling Bootcamp, M&A, Financial Statement Modelling, DCF, LBO

University of Alberta   2004 — 2007
Bachelor of Commerce, Finance, International Business

Peking University   2006 — 2006
Diploma in Chinese Language, Chinese

Grant Macewan College   2002 — 2004
Asia Pacific Management Diploma, International Business / Finance

Chartered Alternative Investment Analyst Association   2014 — 2015
CAIA, Real Estate, Private Equity, Managed Futures, Commodities, Hedge Funds, Infrastructure

Bruce Lindsay Bruce Lindsay Toronto, Canada Area Details
Bruce Lindsay's TD Waterhouse Private Investment Advice Experience July 2006 - August 2011
Job Vice President, Branch Manager at Dundee Goodman Private Wealth
Industry Financial Services
Experience
Dundee Goodman Wealth Management   February 2014 - Present
National Bank Financial Wealth Management  August 2011 - February 2014
TD Waterhouse Private Investment Advice   July 2006 - August 2011
Raymond james Ltd.  May 2003 - July 2006

Skills
Wealth Management, Mutual Funds, Investment Advisory, Retirement Planning, Wealth, Investment Strategies, Investments, Portfolio Management, Strategic Financial..., Securities, Wealth Management..., High Net Worth..., Asset Allocation, Estate Planning, Equities, Fixed Income, Asset Managment, Retirement, Banking, Bonds

Education
Ryerson University   1971 — 1974

Christopher Grant, CFA Christopher Grant, CFA Toronto, Canada Area Details
Christopher Grant, CFA's TD Waterhouse Private Investment Advice Experience April 2004 - September 2006
Job Senior Partner & Portfolio Manager at Celernus Investment Partners Inc.
Industry Investment Management
Experience
Celernus Investment Partners Inc.   September 2011 - Present
Gabriel Hound Capital   January 2010 - September 2011
DundeeWealth Inc  October 2006 - September 2009
TD Waterhouse Private Investment Advice   April 2004 - September 2006
TD Securities  September 2002 - April 2004

Skills
Investments, Wealth Management, Asset Allocation, Investment Strategies, Securities, Fixed Income, Portfolio Management, Hedge Funds, Equities, Business Strategy, Asset Management, Asset Managment, Mutual Funds, Derivatives, Bloomberg, Equity Research, Capital Markets, Alternative Investments, Valuation, Investment Management, ETFs, Bonds, Investment Advisory

Education
McMaster University
BA, Economics

Lorne Park

Kirste Spencer Kirste Spencer Toronto, Canada Area Details
Kirste Spencer's TD Waterhouse Private Investment Advice Experience September 2009 - October 2010
Job Vice President, Branch Manager & Investment Advisor
Industry Investment Management
Experience
TD Wealth Private Investment Advice  October 2010 - Present
TD Waterhouse Private Investment Advice   September 2009 - October 2010
TD Waterhouse Private Investment Advice   June 1997 - September 2009

Skills
Wealth Management, Retirement Planning, Investment Strategies, Marketing Communications, Public Speaking, Investment Advisory, Securities, ETFs, Investment Advice, High Net Worth..., Business Succession..., Estate Planning, Fixed Income Solutions, Sales Management, Mutual Funds, Condominium Reserve..., Banking Solutions, Life Insurance, Disability & Critical..., Advertising Sales, Corporate Communications, Crisis Communications, Investments, Wealth, Wealth Management..., Equities, Financial Advisory, Portfolio Management

Education
Queen's University   1983 — 1987
Honours BA

Havergal College   1978 — 1983

lambton kingsway

lambton kingsway

Nathaniel Friedenthal Nathaniel Friedenthal Edmonton, Canada Area Details
Nathaniel Friedenthal's TD Waterhouse Private Investment Advice Experience September 2006 - Present
Job Associate Investment Advisor at TD Wealth Private Investment Advice
Industry Investment Management
Experience
TD Wealth Private Investment Advice  July 2014 - Present
TD Waterhouse Private Investment Advice   September 2006 - Present
TD Bank Group  July 2005 - September 2006
TD Bank Group  March 2004 - July 2005

Skills
Investments, Asset Management, Wealth Management, Retirement Planning, Portfolio Management, Finance, Mutual Funds, Securities, Financial Planning, Investment Strategies

Education
The University of Lethbridge   2001 — 2003
Bachelor, Management

Northern Alberta Institute of Technology / NAIT   1999 — 2001
Diploma, Business

Maz Al-Samadi Maz Al-Samadi Toronto, Canada Area Details
Maz Al-Samadi's TD Waterhouse Private Investment Advice Experience September 2012 - Present
Job Investment Advisor at TD Wealth Private Investment Advice
Industry Financial Services
Experience
TD Waterhouse Private Investment Advice   September 2012 - Present
TD Bank Group  November 2010 - September 2012
TD Bank  November 2009 - November 2010
TD Bank  December 2006 - November 2009
TD Waterhouse  October 2004 - December 2006

Skills
Wealth Management, Investments, Equities, Strategy, Strategic Financial..., Mutual Funds, Financial Services, Relationship Management, Investment Strategies, Trading Systems, Retirement Planning, Banking, Fixed Income, ETFs, Risk Management, Insurance

Education
McMaster University   1993 — 1997
B.Sc. (Hons)

Nelson High School

Sean Stewart Sean Stewart Toronto, Canada Area Details
Sean Stewart's TD Waterhouse Private Investment Advice Experience April 2008 - May 2009
Job Manager, National Leased Businesses at Holt Renfrew
Industry Apparel & Fashion
Experience
Holt Renfrew  September 2012 - Present
Holt Renfrew  March 2012 - August 2012
Holland America  April 2011 - January 2012
BMO Bank of Montreal  July 2009 - March 2011
TD Waterhouse Private Investment Advice   April 2008 - May 2009
TD Canada Trust  November 2006 - April 2008
T English School   August 2003 - September 2006

Skills
Entrepreneurial..., Entrepreneurial Skills, Employee Relations, Customer Relations, International Relations, New Business Development, Customer Service, Training, Entrepreneurship, Management, CRM, Business Development, Strategy, Leadership, Forecasting, Sales, Marketing, Merchandising, Fashion

Education
McMaster University   1999 — 2004
Honours B.A, Economics and Mathematics

Nissen Huang Nissen Huang Toronto, Canada Area Details
Nissen Huang's TD Waterhouse Private Investment Advice Experience May 2012 - August 2012
Job IA Clarington Investments
Industry Investment Management
Experience
IA Clarington Investments  June 2013 - Present
TD Waterhouse Private Investment Advice   May 2012 - August 2012
Queen's Trading Competition   2009 - 2011

Skills
Competitive Analysis, Equities, Finance, Marketing, Portfolio Management, Mutual Funds, Client Relations Skills, Problem Solving, Public Speaking, Securities, Research, Superior Client Service, Analysis, Sales, Financial Analysis, Client Services, Time Management, Investments, Microsoft Office, Teamwork

Education
Queen's University   2009 — 2013
Bachelor of Commerce (B.Com.)

Stockholm School of Economics   2011 — 2011
Exchange Semester, BSc Business & Economics

Matthew Rooney, CIM Matthew Rooney, CIM Montreal, Canada Area Details
Matthew Rooney, CIM's TD Waterhouse Private Investment Advice Experience August 2012 - June 2013
Job .
Industry Financial Services
Experience
TD Waterhouse Private Investment Advice   August 2012 - June 2013
Manulife Securities  October 2009 - August 2012
PWL Capital  February 2008 - February 2009
CIBC Wood Gundy  June 2006 - February 2008

Skills
Investments, Wealth Management, Asset Allocation, ETFs, Portfolio Management, Equities, Estate Planning, Retirement Planning, Investment Strategies, RRSP, Securities, Financial Analysis, Corporate Estate Bond, Insurance, Bonds, Fixed Income, Financial Planning, Mutual Funds

Education
Concordia University

Loyola High School

Derek Plaxton, FCSI Derek Plaxton, FCSI Toronto, Canada Area Details
Derek Plaxton, FCSI's TD Waterhouse Private Investment Advice Experience January 1997 - Present
Job Vice President, Investment Advisor, TD Waterhouse Private Investment Advice
Industry Financial Services
Experience
TD Waterhouse Private Investment Advice   January 1997 - Present

Education
McGill University
BA

St. Andrew's College

Sean Millington Sean Millington Vancouver, Canada Area Details
Sean Millington's TD Waterhouse Private Investment Advice Experience November 2008 - Present
Job Investment Advisor at TD Wealth Private Investment Advice
Industry Financial Services
Experience
TD Waterhouse Private Investment Advice   November 2008 - Present
Global TV  November 2011 - February 2013
Sentry Select Capital Corp.  March 2008 - November 2008
Toronto Argonauts Football Club  2006 - 2007
CBC  2003 - 2007
CBC Sports  2003 - 2006
CFL-Toronto Argonauts, B.C. Lions, Edmonton Eskimos   1990 - 2006
B.C. Lions   June 1991 - October 2002
BC Lions Football Club  1991 - 2002
Canadian Football League  1990 - 2002

Skills
Marketing, Sports, Portfolio Management, Sales, Event Management, Retirement Planning, Television, Social Media, Team Building, Finance, Business Development, Investments, Marketing Strategy, Wealth Management, Sports Marketing, Estate Planning, Leadership, Wealth, Marketing Communications, Editing, Radio, Training, Mutual Funds, Social Media Marketing, Time Management, Investment Advisory, Investment Strategies, Wealth Management...

Education
Simon Fraser University   1986 — 1990
BA, Economics

Simon Fraser University   1986 — 1990
Bachelor of Arts (B.A.), Economics

Earl Bard Earl Bard Toronto, Canada Area Details
Earl Bard's TD Waterhouse Private Investment Advice Experience September 2002 - September 2014
Job Vice President and Investment Advisor at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy  September 2014 - Present
TD Waterhouse Private Investment Advice   September 2002 - September 2014
BMO Nesbitt Burns  September 1997 - August 2002

Skills
Estate Planning

Education
Concordia University   1988 — 1992
B.Comm.

Vanier College   1986 — 1988
DEC

West Island College   1981 — 1986

Adam Weinstock Adam Weinstock Montreal, Canada Area Details
Adam Weinstock's TD Waterhouse Private Investment Advice Experience June 2003 - July 2005
Job Portfolio Manager & Senior Wealth Advisor @ ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod  July 2005 - Present
TD Waterhouse Private Investment Advice   June 2003 - July 2005
TD Waterhouse Discount Brokerage  September 2001 - January 2003

Skills
Wealth Management, Investment Strategies, Investments, Asset Allocation, Portfolio Management, Fixed Income, Investment Management, Equities, Estate Planning, Investment Banking, Investment Advisory, Wealth, ETFs, Securities, Mutual Funds

Education
McGill University   1999 — 2002
B.A., Economics

Herzliah High School   1992 — 1997

Airlia Hansen Airlia Hansen Vancouver, Canada Area Details
Airlia Hansen's TD Waterhouse Private Investment Advice Experience March 2009 - July 2009
Job Product Designer at airG Inc.
Industry Design
Experience
airG Inc.  May 2011 - Present
Centre for Digital Media at Great Northern Way Campus  September 2009 - April 2011
EA  May 2010 - August 2010
Hansen Photography   2006 - April 2010
TD Waterhouse Private Investment Advice   March 2009 - July 2009
TD Canada Trust  September 2007 - February 2009
Calgary Zoo  May 2004 - September 2004
Self Employed  September 1996 - June 2004

Skills
User Experience, User Interface Design, Photoshop, Interaction Design, Illustrator, Digital Media, Game Design, Team Building, Awesomeness, Advertising, Storyboarding, Web Design, Typography, User Experience Design, Adobe Creative Suite, User Interface, Information Architecture, Mobile Applications, Agile Project Management

Education
Great Northern Way Campus   2009 — 2011
Masters of Digital Media

Southern Alberta Institute of Technology   2005 — 2006
Certificate of Photography

University of Calgary   1999 — 2004
BSc in Primatology and Minor in Music

Shiraz Ahmed Shiraz Ahmed Toronto, Canada Area Details
Shiraz Ahmed's TD Waterhouse Private Investment Advice Experience 2004 - 2005
Job Financial Advisor at Sartorial Wealth of Raymond James Ltd
Industry Financial Services
Experience
Raymond James Ltd.  January 2014 - Present
M.A Investments Co.   May 2012 - January 2014
Breakthrough Medical Technology Inc.   July 2013 - 2014
Bullion Management Group Inc.   December 2010 - July 2013
Bullion Management Group Inc.   March 2009 - December 2010
Northwest Mutual Funds   2006 - 2009
TD Asset Management  2005 - 2006
TD Waterhouse Private Investment Advice   2004 - 2005

Skills
Investments, Mutual Funds, Wealth Management, Portfolio Management, Finance, Asset Management, Business Development, Capital Markets, Financial Analysis, Sales, Risk Management, Investment Strategies, Financial Services, Relationship Management, Precious Metals, Management, Macroeconomics, Islamic Finance, Analysis, Trading, Economic Forecasting, Investment Management, Financial Structuring, Economics, Asset Managment, Commodity, Strategic Financial..., Financial Markets, Equities, Investment Banking, Emerging Markets, Derivatives, Financial Planning, Financial Advisory, Financial Modeling, Corporate Finance, Financial Risk, Investment Advisory, Retirement Planning, Retirement, Estate Planning, Estate Tax Planning

Education
Ryerson University   2003 — 2007

University of Manitoba   2001 — 2003

Canadian Securities Institute

Dustin Mann Dustin Mann Toronto, Canada Area Details
Dustin Mann's TD Waterhouse Private Investment Advice Experience June 2009 - December 2013
Job Associate Advisor at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities  December 2013 - Present
TD Waterhouse Private Investment Advice   June 2009 - December 2013
TD Bank  January 2007 - June 2009

Skills
Strategy, Microsoft Excel, Portfolio Management, Mergers & Acquisitions, Leadership, Wealth Management, Investments

Education
CFA Institute

Chartered Investment Manager (CIM)

Dalhousie University
Bachelor of Commerce (B.Comm.)

Catherine Williamson Catherine Williamson Vancouver, Canada Area Details
Catherine Williamson's TD Waterhouse Private Investment Advice Experience December 2009 - September 2014
Job Investment Adviser at CIBC Wood Gundy
Industry Investment Management
Experience
CIBC Wood Gundy  October 2014 - Present
TD Waterhouse Private Investment Advice   December 2009 - September 2014
Nutrition House  January 1999 - May 2006
Electronic Arts  January 1997 - February 1999

Skills
Investments, Investment Strategies, Strategic Financial..., Retirement Planning, Mutual Funds, Portfolio Management, Asset Managment, Estate Planning, Bonds, Equities, Insurance, Fixed Income, Risk Management, Hedge Funds, Financial Analysis, ETFs, Succession Planning, Wealth Management, Wealth, Asset Allocation, Financial Advisory, Investment Advisory, Asset Management

Education
British Columbia Institute of Technology / BCIT   1990 — 1992
Management Systems, Business Administration and Management, General

FH Collins

Jen (Curdie) Pillipow, MBA Jen (Curdie) Pillipow, MBA Vancouver, Canada Area Details
Jen (Curdie) Pillipow, MBA's TD Waterhouse Private Investment Advice Experience January 2007 - February 2008
Job Search Associate
Industry Staffing and Recruiting
Experience
Davies Park Executive Search  March 2009 - Present
Davies Park  March 2008 - March 2009
TD Waterhouse Private Investment Advice   January 2007 - February 2008
CIBC  September 2005 - 2007
CIBC  April 2005 - September 2005
Various restaurants  September 1996 - February 2005

Skills
Recruiting, Coaching, Performance Management, Strategic Planning, Team Building, Human Resources, Negotiation, Management, Customer Service, Team Leadership, Talent Acquisition, Process Improvement, Project Management, Employee Relations, Sales Management, Leadership Development, Training, Talent Management, Change Management, Budgets, Leadership, Account Management, Workforce Planning, Marketing, Sales, Executive Search, Policy, Interviews, Employee Training, Operations Management, Teamwork, New Business Development, Organizational..., Employee Engagement, Team Management, Business Development, Marketing Communications, Contract Negotiation, Technical Recruiting, Strategy, Hiring, Sourcing, Time Management, Organizational..., Succession Planning, Social Networking, Management Consulting, Market Research, Career Development, Onboarding

Education
CTI Co-Active Coach Training   2015 — 2015
Fundamentals in Coaching

Royal Roads University   2012 — 2013
Master of Business Administration (MBA), Executive Leadership

Douglas College   2000 — 2002
Diploma, Performing Arts

University of the Fraser Valley   1996 — 1998
Theatre

Canadian Securities Institute
CSC, CPH

Catherine Eaton Catherine Eaton Ottawa, Canada Area Details
Catherine Eaton's TD Waterhouse Private Investment Advice Experience May 2010 - April 2012
Job Director, Ottawa Office at Spirits Canada
Industry Government Relations
Experience
Spirits Canada   January 2013 - Present
TD Bank Group  March 2012 - January 2013
TD Waterhouse Private Investment Advice   May 2010 - April 2012
TD Canada Trust TD Canada Trust   September 2008 - May 2010
2006-2008TD Canada Trust Guelph   May 2006 - September 2008

Skills
Banking, Investments, Mortgage Lending, Credit, Sales, Financial Services, CSC and CPH, event and meeting ..., Small Business Lending, Retail Banking, Mutual Funds, Team Leadership, Customer Experience, IFIC, Financial Advisory, Consumer Lending, Commercial Banking, Finance, Management, Relationship Management, Wealth Management, Coaching, Customer Service, Government Relations

Education
2008Algonquin College   2007 — 2008
Post Graduate Certificate, Event Management

University of Guelph   2003 — 2007
Degree, History

Assumption

Wesley Chung Wesley Chung Toronto, Canada Area Details
Wesley Chung's TD Waterhouse Private Investment Advice Experience May 2012 - August 2013
Job Tax Coop Analyst at Invesco Canada
Industry Accounting
Experience
Invesco Canada  January 2015 - Present
TD Waterhouse Private Investment Advice   May 2012 - August 2013

Skills
Corporate Tax, Income Tax Act, Tax Accounting, Financial Analysis, Time Management, Team-oriented, Analytical Skills, Team Leadership, Leadership, Fast Learner, Highly detail oriented, Interpersonal..., Problem Analysis, Data Analysis, Teamwork, Customer Oriented, Critical Thinking, Close Attention to..., Interpersonal...

Education
University of Waterloo   2014 — 2016
Master of Taxation, Taxation

The University of Western Ontario - Richard Ivey School of Business   2012 — 2014
Candidate for Bachelor of Arts, Honors Business Administration (HBA)

The University of Western Ontario   2010 — 2012
Bachelor of Management and Organizational Studies, Honours Specialization in Accounting

Scott Pehleman Scott Pehleman Toronto, Canada Area Details
Scott Pehleman's TD Waterhouse Private Investment Advice Experience 2006 - Present
Job Investment Advisor at TD Waterhouse
Industry Financial Services
Experience
TD Waterhouse  May 2006 - Present
TD Waterhouse Private Investment Advice   2006 - Present
First Data Corporation  September 2005 - April 2006
CI Financial  May 1999 - December 2003
CIBC  April 1991 - April 1999
American Express  1986 - 1991

Skills
Wealth Management, Asset Management, Financial Planning, Investments, Portfolio Management, Banking, Insurance, Financial Services, Financial Advisory, Securities, Relationship Management, Investment Management, Mutual Funds, Investment Strategies

Education
Queen's University   2005 — 2006
MBA

University of Toronto - Victoria University   1978 — 1982
B.A Hons, Commerce, Economic & Pol Sci

Adam Pace Adam Pace Toronto, Canada Area Details
Adam Pace's TD Waterhouse Private Investment Advice Experience December 2009 - 2010
Job
Industry Investment Management
Experience
Brightside Capital   2010 - Present
RBC Dominion Securities  2008 - January 2010
TD Waterhouse Private Investment Advice   December 2009 - 2010
Xerox Canada  2004 - 2008

Skills
Investments, Alternative Investments, Wealth Management, New Business Development, Strategic Financial...

Education
Queen's University   1999 — 2003
BA

Humber Institute of Technology and Advanced Learning
Post-Graduate Diploma, Supply Chain Management

Geri Moss-Norbury Geri Moss-Norbury Ottawa, Canada Area Details
Geri Moss-Norbury's TD Waterhouse Private Investment Advice Experience 2005 - Present
Job Vice President & Investment Advisor at TD Wealth
Industry Financial Services
Experience
TD Wealth Private Investment Advice  November 2005 - Present
TD Waterhouse Private Investment Advice   2005 - Present
CIBC Wood Gundy  1999 - 2005

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

Education
Carleton University
BA, Political Science/Law

Carleton University
Master's Degree, Legal Studies, General

Alexis Odd Alexis Odd Toronto, Canada Area Details
Alexis Odd's TD Waterhouse Private Investment Advice Experience January 2008 - May 2008
Job Communications Analyst (contract)
Industry Gambling & Casinos
Experience
RBC  December 2014 - Present
A. Odd Consulting, Inc.   May 2013 - Present
Fargo Industrial Supply Inc.   September 2011 - Present
OLG  March 2014 - December 2014
Roche  October 2013 - January 2014
BMO Financial Group  July 2013 - August 2013
TD Direct Channels Strategy + Solutions   April 2012 - May 2013
TD Online Channel   June 2010 - May 2012
TD Waterhouse  June 2008 - June 2010
TD Waterhouse Private Investment Advice   January 2008 - May 2008

Skills
Risk Management, Training, Relationship Management, Business Analysis, Management, Software Documentation, Wealth Management, Banking, Team Leadership, Leadership, Project Management, Requirements Gathering, Strategic Communications, Change Management, Vendor Management, Strategy, Strategic Planning, Email Marketing, Financial Services, Employee Engagement, Project Planning, Marketing, Program Management, CRM, Business Process..., Corporate Communications, Editing, Writing

Education
McMaster University   2002 — 2010
BA

University of Toronto

Kingsbury High School

Monica Pelc Monica Pelc Edmonton, Canada Area Details
Monica Pelc's TD Waterhouse Private Investment Advice Experience July 2009 - September 2010
Job Branch Manager at TD Canada Trust
Industry Banking
Experience
TD  August 2014 - Present
Scotiabank  April 2013 - July 2014
TD Waterhouse  April 2012 - September 2012
TD Waterhouse  September 2010 - April 2012
TD Waterhouse Private Investment Advice   July 2009 - September 2010

Skills
Mutual Funds, Fixed Income, Wealth Management, Portfolio Management, Investments, Equities, Banking, Credit, Credit Analysis, Retirement Planning, Relationship Management, Retail Banking, Management, Customer Service, Securities

Education
Canadian Securities Institute   2010 — 2010
Wealth Management Essentials, Finance

Canadian Securities Institute   2009 — 2009
Conduct and Practices Handbook, Finance

Canadian Securities Insitute   2008 — 2008
Canadian Securities Course, Finance

Sheridan College   2006 — 2007
Finance, College/University Preparatory and Advanced High School/Secondary Diploma Program

Joy Pratt Joy Pratt Halifax, Canada Area Details
Joy Pratt's TD Waterhouse Private Investment Advice Experience April 2006 - January 2012
Job Associate Advisor at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities  January 2012 - Present
TD Waterhouse Private Investment Advice   April 2006 - January 2012
ScotiaMcLeod  2005 - 2006
RBC Insurance  January 2005 - 2005

Skills
Strong Client Connection, Client Service, Problem Solving

Education
Atlantic Union College   1985 — 1990
B.Sc., Elementary Education

Ilse De Bisschop Ilse De Bisschop Vancouver, Canada Area Details
Ilse De Bisschop's TD Waterhouse Private Investment Advice Experience March 2007 - January 2010
Job Office Manager and EA at CLEARink Displays Corporation
Industry Mining & Metals
Experience
CLEARink Displays Corporation   November 2012 - Present
Eco Oro Minerals Corporation   January 2010 - November 2012
TD Waterhouse Private Investment Advice   March 2007 - January 2010
Libart Enclosure Systems   July 2003 - March 2007
Da-Da Children's Wear   January 2001 - December 2002
BakeMark Canada  March 1999 - November 2000
Ready Bsake Foods   October 1992 - March 1999
Ready Bake Foods (La Baguetterie)   June 1988 - September 1992
Compendium Booksellers and Publishers   June 1986 - August 1988
Assyriological Foundation Georges Dossin (Museum of Art and History)   September 1980 - June 1982

Skills
Contract Negotiation, Customer Service, Account Management, Selling, Team Building, Business Strategy, Contract Management, Management, Strategic Planning, Negotiation, Risk Management, Budgets, Accounting, Sales, Financial Analysis, Employee Relations, Human Resources, Training, Process Improvement

Education
British Columbia Institute of Technology
Accounting

British Council
Certificate, Bookshop Management

CSI Global Education Inc.
Certificate, Canadian Securities Course & CPH

CompuCollege
Diploma, Micro-computers Business Applications

Dawson College
Certificate, Office Automation

The University of British Columbia
Spanish 1 and 2

University Club of Athens
Certificate, Modern Greek

University of Athens
Doctoral Scholarship (Archaeology)

University of Brussels, Belgium (VUB)
Master's degree, Archaeology (specialized in Greek Cypriot Archaeology)

Laura Coutu Laura Coutu Toronto, Canada Area Details
Laura Coutu's TD Waterhouse Private Investment Advice Experience February 2014 - Present
Job Administrative Assistant at TD Waterhouse Private Investment Advice
Industry Banking
Experience
TD Waterhouse - Private Investment Advice  February 2014 - Present
TD  November 2012 - Present
Pierre F. Marchildon Legal Office   September 2011 - December 2011

Education
McGill University   2007 — 2011
Bachelor of Arts (BA), Psychology

University of Toronto School of Continuing Studies
Certificate in Business Management Fundamentals

Greta Alaniz Greta Alaniz Toronto, Canada Area Details
Greta Alaniz's TD Waterhouse Private Investment Advice Experience January 2006 - February 2009
Job Executive Assistant to the Chief Operating Officer, Canada at Norton Rose Fulbright
Industry Law Practice
Experience
Norton Rose Fulbright  October 2013 - Present
RBC Investor Services  February 2009 - October 2013
TD Waterhouse Private Investment Advice   January 2006 - February 2009
TD Canada Trust  July 2003 - January 2006

Skills
Pay Close Attention to..., Highly Organized &..., Positive Team Player, Communication Skills, High level of initiative, Spanish, Outstanding..., Client Service Oriented, Client Relations Skills, Microsoft Excel, Microsoft Word, PowerPoint, Document Management, Computer Proficiency, Time Management, Minute Taking, Works well in a team, Work Independently with..., Adaptability, Executive Calendar..., Meeting Scheduling, Handle Multiple..., Proofreading, Receptionist Duties, Travel Management, Friendly Personality, High Sense Of Urgency, Presentation Development, High Pressure Situations, Organized Multi-tasker, Client Services, Confidentiality, Management, Oral & Written..., Close Attention to..., Highly detail oriented, Analysis, Calendars, Dependable Team Player, Project Management, Banking, Customer Service, Relationship Management, Communication, Mutual Funds, Securities

Education
Centennial College   2000 — 2003
Business Administration and Management, General