TD Wealth Private Investment Advice

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TD Wealth Private Investment Advice Employees

Employee
Years
Job
Industry
Ahsen Ansari Ahsen Ansari Vancouver, Canada Area Details
Ahsen Ansari's TD Wealth Private Investment Advice Experience August 2013 - Present
Job Assistant Investment Advisor at TD Wealth Private Investment Advice
Industry Banking
Experience
TD Wealth Private Investment Advice   August 2013 - Present
City of Surrey  August 2010 - June 2014
Scotiabank  May 2012 - August 2013
Scotiabank  September 2010 - April 2012
Le Kiu Importing co., ltd   September 2009 - November 2010

Skills
CSC, Relationship Development, Sales, Team Oriented, Economics, Financial Analysis, Time Management, Financial Economics, Banking, Management, Teamwork, Analysis, Investments

Education
Simon Fraser University   2007 — 2011
BA, Economics

Canadian Securities Institution   2012 — 2012
CSC, Canadian Securities Course

Martin Pepin Martin Pepin Montreal, Canada Area Details
Martin Pepin's TD Wealth Private Investment Advice Experience June 1996 - Present
Job Conseiller en placement at TD Waterhouse
Industry Financial Services
Experience
TD Wealth, Private Investment Advice  June 1996 - Present

Skills
Wealth Management, Mutual Funds, Investments, Investment Strategies, Portfolio Management, Sales, Strategic Financial..., Asset Management, Financial Analysis, Investment Advisory, Leadership, Securities, Equities, Financial Planning, Management

Education
École des sciences de la gestion (ESG UQAM)   1996 — 1997
Certificate, Financial Planning and Services

Bishop's University   1991 — 1994
BBA, Finance

Bishop's University   1991 — 1993
Minor, Economics

Champlain Regional College, Lennoxville   1988 — 1990
D.E.C, Commerce

Séminaire St-Joseph

Séminaire St-Joseph

Kristina Thomas Kristina Thomas Vancouver, Canada Area Details
Kristina Thomas's TD Wealth Private Investment Advice Experience February 2014 - Present
Job Investment Advisor
Industry Investment Management
Experience
TD Wealth Private Investment Advice   February 2014 - Present
CIBC  July 2006 - January 2013
ScotiaMcLeod  February 2006 - June 2006
CIBC  February 2003 - February 2006
CIBC  June 1995 - February 2003

Skills
Investments, Strategic Financial..., Retirement Planning, Wealth Management, Banking, Mortgage Lending, Portfolio Management, Mutual Funds, Credit, Retail Banking, Loans, Credit Analysis, Estate Planning, Wealth Accumulation, Wealth Preservation..., Wealth Accumulation..., Multi-generational..., Intergenerational..., Investment Advisory, Investment Strategies, Retirement Savings, Retirement Plan..., Downsizing

Education
Canadian Securities Institute   1999 — 2015

Kwantlen University College   1993 — 1994
General Studies

Tracey Lundell Tracey Lundell Vancouver, Canada Area Details
Tracey Lundell's TD Wealth Private Investment Advice Experience February 2014 - Present
Job Investment Advisor, Sea Glass Wealth Advisory Group
Industry Investment Management
Experience
TD Wealth Private Investment Advice   February 2014 - Present
CIBC  July 2012 - January 2014
TD Canada Trust  February 2010 - July 2012
TD Securities  January 2007 - March 2010
TD Canada Trust  March 2005 - January 2007
TD Insurance  July 2002 - March 2005
TD Canada Trust  December 2000 - July 2002
Canada Trust  April 1998 - December 2000
BMO Financial Group  September 1996 - April 1998
London Life and Balanced Planning   August 1995 - September 1996

Skills
Banking, Retail Banking, Financial Services, Commercial Banking, Financial Advisory, Training, Loans, Coaching, Investments, Portfolio Management, Finance, Business Development, Financial Risk, Small Business Lending, Credit, Management, Commercial Mortgages, Retirement Planning, Strategic Financial..., Wealth Management, Mortgage Lending, Relationship Management, Small Business, Team Leadership, Residential Mortgages, Mutual Funds, Insurance, Real Estate Financing, Commercial Lending, Consumer Lending, Credit Analysis, Sales, Foreign Exchange..., Fixed Income, Leadership, Investment Strategies, Retail Banking -..., Community Outreach, People Development, Mentoring, FX Options, Strategic Thinking, Securities, Wealth, Estate Planning, Strategy, Investment Advisory, Wealth Preservation..., Wealth Accumulation..., Downsizing

Education
Canadian Securities Institute   1990 — 2014
IFIC, CSC, PFP, CPH, BMC, WME, CIM (2014)

Chartered Investment Manager   2013 — 2015
CIM Candidate

The University of British Columbia   1990 — 1994
BA

William Barlow, CFA, CIM, BSc William Barlow, CFA, CIM, BSc Toronto, Canada Area Details
William Barlow, CFA, CIM, BSc's TD Wealth Private Investment Advice Experience January 2013 - Present
Job Investment Advisor, Certified Retirement Specialist at TD Wealth Private Investment Advice
Industry Investment Management
Experience
TD Wealth Private Investment Advice   January 2013 - Present
MGI Securities  May 2007 - January 2013
Columbus Cottonmouths Hockey Club   December 2007 - April 2012
Jordan Capital AM   November 2008 - November 2009
PFPC International   June 2006 - August 2006

Skills
Fixed Income, Trading, Leadership, Finance, Corporate Finance, Derivatives, Options, Bloomberg, Hedge Funds, Management, Asset Allocation, Investment Management, Equity Trading, Bonds, Private Equity, Banking, ETFs, Commodity, Retirement, Stocks

Education
CFA Institute   2010 — 2013

State University of New York College at Fredonia   2003 — 2007
Bachelor of Science, Finance

Canadian Securities Institute   2006 — 2012
Finance and Financial Management Services

Oakville Trafalgar High School

Jay Salmond Jay Salmond Toronto, Canada Area Details
Jay Salmond's TD Wealth Private Investment Advice Experience February 2015 - Present
Job Investment Advisor at TD Wealth
Industry Investment Management
Experience
TD Wealth Private Investment Advice   February 2015 - Present
TD  February 2013 - January 2015
TD  March 2011 - February 2013
TD  August 2008 - March 2011
TD  November 2009 - June 2010

Skills
Wealth Management, Investments, Stocks, Mutual Funds, Portfolio Management, Asset Allocation, Financial Analysis, Retirement Planning, Financial Planning, Banking, Retail Banking, Financial Services, Mortgage Lending, Relationship Management, Home Equity Lines of..., Branch Management, Small Business

Education
Laurentian University/Université Laurentienne   2006 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations

Rupert Hamilton Rupert Hamilton Toronto, Canada Area Details
Rupert Hamilton's TD Wealth Private Investment Advice Experience April 2005 - Present
Job VicePresident & Investment Advisor at TD Wealth
Industry Financial Services
Experience
The Yellow Bus Foundation   April 2014 - Present
Arts for Children and Youth (AFCY)   April 2014 - Present
TD Wealth Private Investment Advice   April 2005 - Present

Skills
Investments, Wealth Management, Financial Advisory, Equity Research, Investment Banking, Equities, Finance, Employee Benefits, Fixed Income

Education
University College Dublin   1991 — 1993
Masters in Business Studies, International Business

Trinity College Dublin   1986 — 1990
BA (Hons), History

Ann E. Martin, CFA Ann E. Martin, CFA Toronto, Canada Area Details
Ann E. Martin, CFA's TD Wealth Private Investment Advice Experience January 2006 - Present
Job VicePresident, Portfolio Manager and Investment Advisor at TD
Industry Investment Management
Experience
TD Wealth Private Investment Advice   January 2006 - Present

Skills
Portfolio Management, Wealth Management, Mutual Funds, Fixed Income, Equities, Investments, Investment Strategies, Investment Advisory, Asset Allocation, Bonds, Derivatives, Asset Management

Education
Richard Ivey School of Business   1984 — 1986
HBA

Kevin Mc Dermott Kevin Mc Dermott Vancouver, Canada Area Details
Kevin Mc Dermott's TD Wealth Private Investment Advice Experience January 2014 - Present
Job Assistant Investment Advisor
Industry Investment Banking
Experience
TD Wealth Private Investment Advice   January 2014 - Present
Raymond James Financial Inc.  October 2012 - January 2014
Ventyx, an ABB Company  March 2012 - October 2012
Ventyx, an ABB Company  October 2011 - October 2012
ABB Benelux   October 2011 - October 2012
Nokia  January 2011 - June 2011
EMC  June 2010 - October 2010
Fidelity Investments  April 2009 - September 2009
Fidelity Investments  April 2009 - September 2009
Allied Irish Bank (AIB), College Road, Co. Cork   September 2006 - September 2009

Skills
Pragmatic Marketing..., Demo2win Certification, Visio, Business Intelligence, CRM, Product Management, Product Marketing, Testing, Customer Service, Lead Generation

Education
University College Cork   2006 — 2010
B.Sc., Business Information Systems

Adam Oberman, CIM® Adam Oberman, CIM® Toronto, Canada Area Details
Adam Oberman, CIM®'s TD Wealth Private Investment Advice Experience May 2008 - Present
Job Vice President, Investment Advisor & Certified Retirement Specialist at TD Wealth
Industry Investment Management
Experience
TD Wealth Private Investment Advice   May 2008 - Present
TD Wealth Private Investment Advice   September 2012 - December 2013
SwiftTrade Global Securities Trading   2004 - 2006

Skills
Investments, Portfolio Management, Trading, Securities, Mutual Funds, Fixed Income, Financial Modeling, Credit, Financial Analysis, Banking, Relationship Management, Forecasting, Canadian Securities..., Accounting, Business Planning, Business Strategy, Strategic Planning, Wealth Management, Investment Advisory, Budgets, Strategic Financial..., Retirement Planning, Financial Planning

Education
McMaster University
Honours B.Com, Finance

Joanna Persaud Joanna Persaud Toronto, Canada Area Details
Joanna Persaud's TD Wealth Private Investment Advice Experience April 2012 - Present
Job Manager, Sales & Marketing Support at TD Wealth Private Investment Advice
Industry Financial Services
Experience
TD Wealth Private Investment Advice   April 2012 - Present
Manulife Financial  2006 - 2012
Manulife Financial  2004 - 2006

Skills
Marketing Communications, Marketing Strategy, Marketing, Online Advertising, Mutual Funds, Management, Marketing Management, Direct Marketing, Business Development, Investments, Leadership, Strategy, Project Management, Negotiation, Strategic Planning, Sales, Product Launch, Competitive Analysis, Wealth Management, Relationship Management, Social Media, Multimedia, Online Marketing, Digital Marketing

Education
University of Toronto   2010 — 2011
E-Business & Web Marketing Certificate

Canadian Securities Institute
Canadian Securities Course

Investment Funds Institute of Canada
Canadian Investments Fund Course

Mohawk College   1995 — 1998
Business Administration, Marketing

Andrew Jensen Andrew Jensen Winnipeg, Canada Area Details
Andrew Jensen's TD Wealth Private Investment Advice Experience March 2011 - Present
Job Investment Advisor at TD Wealth Private Investment Advice
Industry Financial Services
Experience
TD Wealth Private Investment Advice   March 2011 - Present
Prendiville Industries   April 2007 - August 2010

Skills
Retirement Planning, Wealth Management, Strategic Financial..., Wealth, Investments, Fixed Income, Equities, Finance, Securities, Wealth Management..., High Net Worth..., Investment Strategies, Investment Advisory, Financial Planning

Education
University of Manitoba   2004 — 2008
BA

St. John's Ravenscourt School   1991 — 2003

Borzo Salehi Borzo Salehi Vancouver, Canada Area Details
Borzo Salehi's TD Wealth Private Investment Advice Experience February 2001 - Present
Job Associate Investment Advisor
Industry Financial Services
Experience
TD Wealth Private Investment Advice   February 2001 - Present

Skills
Strategic Financial..., Portfolio Management

Education
The University of British Columbia   1998 — 2000
Bachelor of Commerce (B.Com.), Finance

Capilano College   1996 — 1998

Hiten Mandaliya Hiten Mandaliya Toronto, Canada Area Details
Hiten Mandaliya's TD Wealth Private Investment Advice Experience July 2013 - Present
Job Investment Advisor at TD Wealth Private Investment Advice
Industry Financial Services
Experience
TD Wealth - Private Investment Advice  July 2013 - Present

Skills
Investments, Wealth Management, Portfolio Management, Relationship Management, Private Banking, Wealth Management..., Financial Planning, Investment Advisory

Education
Chartered Financial Analyst Institute
CFA, Preparing for Level 2.

Canadian Securities Institute
CSC, CPH, WME & AIS, Certificate in Advanced Investment Strategies

Life License Qualification Program
LLQP, Life Insurance

London School of Economics and Political Science
BSC banking and Finance, Banking and Finance

The Mehta Wealth Management Group The Mehta Wealth Management Group Toronto, Canada Area Details
The Mehta Wealth Management Group's TD Wealth Private Investment Advice Experience October 2008 - Present
Job Investment Advisor at TD Wealth
Industry Investment Management
Experience
TD Wealth Private Investment Advice   October 2008 - Present
Scotiabank  January 2003 - May 2008

Skills
Wealth Management, Mutual Funds

Education
Ryerson University   1997 — 2001
B.Comm, Finance

Nader Nasr Nader Nasr Montreal, Canada Area Details
Nader Nasr's TD Wealth Private Investment Advice Experience May 2014 - Present
Job Investment Advisor at TD Wealth Private Investment Advice
Industry Financial Services
Experience
TD Wealth, Private Investment Advice  May 2014 - Present
HollisWealth  November 2013 - May 2014
DundeeWealth  June 2005 - October 2013
Berkshire Securities Inc.   June 2004 - June 2005

Skills
Investment Advisory, Insurance Planning, Wealth Management, Financial Planning, Asset Management, Estate Planning, Mutual Funds, Investments, Strategic Financial..., Financial Advisory, Financial Planners, Retirement, Investment Strategies, Financial Services, Securities, Retirement Planning, Hedge Funds, Finance, Asset Allocation, Portfolio Management, Insurance, Strategy, Financial Markets, Bonds, Investment Management, Equities, Risk Management, Fixed Income, Fixed Annuities, Wealth

Education
Concordia University   1999 — 2003
B. Eng, Computer Engineering

CEGEP - John Abbott College   1996 — 1998
DEC, Natural Sciences (Pure and Applied)

Yuliya Luboschinsky Yuliya Luboschinsky Toronto, Canada Area Details
Yuliya Luboschinsky's TD Wealth Private Investment Advice Experience December 2012 - October 2014
Job Sales Assistant at TD
Industry Banking
Experience
Luboschinsky house :)   October 2014 - Present
TD Wealth Private Investment Advice   December 2012 - October 2014
TD Wealth Private Investment Advice   December 2011 - December 2012
TD Bank Group  July 2010 - November 2011

Skills
Customer Service, Banking, Time Management, Organization, Event Planning, Problem Solving, Market Research, Analytical Skills, Teamwork, Research, Writing, Financial Services, Reports, Analysis, Leadership

Education
Canadian Securities Institute   2012 — 2012
Canadian Securities Course

University of Toronto - University of Trinity College   2007 — 2011
Honours Bachelor of Arts, International Relations, European Studies

Università degli Studi di Siena
Summer Abroad Program, Italian Language

Kirste Spencer Kirste Spencer Toronto, Canada Area Details
Kirste Spencer's TD Wealth Private Investment Advice Experience October 2010 - Present
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

Tony Buonaguro, CFP, CFA Tony Buonaguro, CFP, CFA Vancouver, Canada Area Details
Tony Buonaguro, CFP, CFA's TD Wealth Private Investment Advice Experience June 2008 - Present
Job Investment Advisor
Industry Financial Services
Experience
TD Wealth Private Investment Advice   June 2008 - Present

Skills
Financial Analysis, Investment Advisory, Certified Financial..., Chartered Financial..., Finance, Investments, Retirement, Securities, Wealth

Education
Chartered Financial Analyst Program   2010 — 2013
Chartered Finanacial Analyst Program (CFA), Finance and Financial Management Services

British Columbia Institute of Technology   2006 — 2008
Hons. Financial Management, Finance and Financial Management Services

Roberto B. Pasion, CFP CIM FCSI FMA Roberto B. Pasion, CFP CIM FCSI FMA Vancouver, Canada Area Details
Roberto B. Pasion, CFP CIM FCSI FMA's TD Wealth Private Investment Advice Experience September 2006 - Present
Job Investment Advisor at TD Wealth Private Investment Advice
Industry Financial Services
Experience
TD Wealth Private Investment Advice   September 2006 - Present
TD Waterhouse Insurance Services Inc.   September 2006 - Present
Coast Capital Investments   January 1992 - September 2006
Canada Trust  January 1987 - January 1991

Education
The University of British Columbia   1986 — 1991
Bachelor of Arts, Economics

British Columbia Institute of Technology / BCIT
Financial Management, Financial Planning

Nathaniel Friedenthal Nathaniel Friedenthal Edmonton, Canada Area Details
Nathaniel Friedenthal's TD Wealth Private Investment Advice Experience July 2014 - 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

Fraser Brothers Fraser Brothers Calgary, Canada Area Details
Fraser Brothers's TD Wealth Private Investment Advice Experience February 2003 - Present
Job Vice President & Investment Advisor at TD Wealth PIA
Industry Financial Services
Experience
TD Wealth Private Investment Advice   February 2003 - Present
CIBC Wood Gundy  April 1994 - February 2003

Skills
Portfolio Management, Wealth Management, Investments, Wealth Management..., Investment Advisory, Equities, Financial Risk, Fixed Income, Estate Planning, Banking, Private Banking, Mutual Funds, Capital Markets, Asset Managment

Education
University of Calgary   1988 — 1991
Bachelor of Arts, Economics

Huron University College   1987 — 1988
BA, Economics

Dan Zapior Dan Zapior Ottawa, Canada Area Details
Dan Zapior's TD Wealth Private Investment Advice Experience January 2007 - Present
Job Investment Advisor at TD Waterhouse Private Investment Advice
Industry Investment Management
Experience
TD Wealth Private Investment Advice   January 2007 - Present

Skills
Wealth Management, Mutual Funds, Estate Planning, Investments, Wealth Management..., Fixed Income, Retirement, Investment Strategies, Asset Allocation, Investment Advisory, Bonds, Tax, Financial Planners, Retirement Planning, ETFs, Wealth, Portfolio Management

Education
Lakehead University   1998 — 2003

FARIDA BOOKWALA FARIDA BOOKWALA Toronto, Canada Area Details
FARIDA BOOKWALA's TD Wealth Private Investment Advice Experience October 2009 - Present
Job Investment Advisor and Life Insurance Advisor
Industry Investment Management
Experience
TD Wealth Private Investment Advice   October 2009 - Present
UBS Wealth Management Canada   September 2007 - May 2009
Citibank, Canada  October 2001 - August 2007
Citibank, Dubai   April 1994 - March 2001

Skills
Wealth Management, Insurance, Investments, Mutual Funds, Financial Analysis, Portfolio Management, Investment Advisory, Investment Strategies, Retirement Planning, Wealth, Finance, Equities, Asset Allocation, Securities, Strategic Financial...

Education
University of Mumbai   1982 — 1987
BA, Economics

Val St Germain CFP® Val St Germain CFP® Ottawa, Canada Area Details
Val St Germain CFP®'s TD Wealth Private Investment Advice Experience July 2010 - April 2015
Job Estate and Financial Planning Specialist at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial  June 2015 - Present
TD Wealth Private Investment Advice   July 2010 - April 2015
Brain Injury Association of Canada   January 2010 - January 2011
Edward Jones Investments  January 2008 - July 2010
Canadian Football League  June 1994 - November 2007

Skills
Retirement, Estate Planning, Wealth, Financial Planning, Investments, Insurance, Wealth Management, Retirement Planning, Critical Illness, Disability Insurance, Employee Benefits, Finance, Financial Advisory, Investment Advisory, Investment Management, Investment Strategies, Life Insurance, Management, Mortgage Lending, Securities, Strategic Financial...

Education
McGill University   1990 — 1994
B.Ed, English & History

Notre Dame HS, Ottawa   1988 — 1990

Jillian Bryan Jillian Bryan Vancouver, Canada Area Details
Jillian Bryan's TD Wealth Private Investment Advice Experience September 2006 - Present
Job Vice President, Portfolio Manager & Investment Advisor
Industry Investment Management
Experience
TD Wealth Private Investment Advice   September 2006 - Present

Skills
Fixed Income, Leadership, Wealth Management, Financial Advisory, Hedge Funds, Asset Managment, Investment Management, Asset Allocation, Investment Strategies, Wealth, Investments, Portfolio Management

Education
Huron University College   1987 — 1991
BA, Double major Political Science and History

Crofton House School

Rikki Kadri Rikki Kadri Montreal, Canada Area Details
Rikki Kadri's TD Wealth Private Investment Advice Experience 2007 - Present
Job TD Wealth Private Investment Advice
Industry Financial Services
Experience
TD Wealth - Private Investment Advice  2007 - Present

Skills
Investment Advisory, Wealth Management, Equities, Portfolio Management, Investment Strategies, Mutual Funds, Business Development, Asset Allocation, Investments, Wealth, Fixed Income, Retirement Planning, Strategic Financial..., Asset Management, Securities, Financial Planning

Education
Concordia University - John Molson School of Business   2001 — 2006
B. Comm., Management Information Systems

Marianopolis College   1999 — 2001

Lower Canada College   1996 — 1999

Badar Shamim, CIM, CFP Badar Shamim, CIM, CFP Toronto, Canada Area Details
Badar Shamim, CIM, CFP's TD Wealth Private Investment Advice Experience September 2005 - Present
Job Investment Advisor at TD Wealth Private Investment Advice
Industry Investment Management
Experience
TD Wealth Private Investment Advice   September 2005 - Present
Brampton Board of Trade   2012 - 2014
Brampton Board of Trade   2012 - 2014
TD Wealth Financial Planning   April 2000 - September 2005

Skills
Strategic Financial..., Investments, Wealth Management, International Trade, Investment Advisory, Mutual Funds, Portfolio Management, Estate Planning, Capital Markets, Risk Management, Financial Advisory, Retail Banking, Investment Strategies, Trading, Credit, Finance, Retirement Planning, Financial Services, Mortgage Lending, Commercial Banking, Banking, Credit Risk, Financial Analysis, Small Business, Retirement, Asset Management, Equities, Fixed Income, Loans, Financial Risk, Relationship Management, Securities, Bonds, Alternative Investments, Asset Allocation, Credit Analysis, Investment Banking, Financial Markets, Derivatives, Bloomberg, Investment Management, Corporate Finance, Financial Planning

Education
Brock University   1992 — 1997
Hons BBA, Finance

Pippa Sargent Pippa Sargent Toronto, Canada Area Details
Pippa Sargent's TD Wealth Private Investment Advice Experience May 2004 - Present
Job Delivering personalized investment / retirment income / estate solutions to Canadian Boomers like you since 1987
Industry Financial Services
Experience
TD Wealth Private Investment Advice   May 2004 - Present
TD Wealth  2004 - Present

Skills
Wealth Management, Mutual Funds, Finance, Insurance, Investments

Education
McGill University   1979 — 1984
Bachelor's Degree, Art History

Paul Armaos Paul Armaos Montreal, Canada Area Details
Paul Armaos's TD Wealth Private Investment Advice Experience February 2015 - Present
Job Investment Advisor at TD Wealth, Private Investment Advice
Industry Banking
Experience
TD Wealth, Private Investment Advice  February 2015 - Present
National Bank of Canada  July 2013 - January 2015
BMO Bank of Montreal  April 2010 - June 2013
FedEx Express Canada  July 2006 - April 2010

Education
Concordia University   2006 — 2009
Bachelor of Business Administration (B.B.A.)

IQPF   2014 — 2014
Financial Planner

Vanier College   2003 — 2005
DEC, Commerce

Fahey, Brion Fahey, Brion Ottawa, Canada Area Details
Fahey, Brion's TD Wealth Private Investment Advice Experience September 2007 - Present
Job Portfolio Manager and Investment Advisor at TD Wealth Private Investment Advice
Industry Financial Services
Experience
TD Wealth Private Investment Advice   September 2007 - Present
RBC Dominion Securities  November 1998 - September 2007

Skills
Financial Services, Investments, Wealth Management, Equities, Investment Strategies, Strategic Financial..., CRM, ETFs, Coaching, High Net Worth..., Mutual Funds, Investment Advisory, Wealth, Canadian Securities..., Public Speaking, Portfolio Management, Finance, Strategic Planning

Education
Carleton University   1982 — 1986
Bachelor of Commerce (B.Com.), Business/Commerce, General

John Bahen John Bahen Ottawa, Canada Area Details
John Bahen's TD Wealth Private Investment Advice Experience June 2001 - Present
Job Vice President and Investment Advisor at TD Wealth Private Investment Advice
Industry Investment Management
Experience
TD Wealth Private Investment Advice   June 2001 - Present
RBC Dominion Securities  1997 - 2001
MetLife Canada  1994 - 1997
Cameron Highlanders of Ottawa - Canadian Armed Forces   1986 - 1995

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

Education
Carleton University   1987 — 1991

Paul Fia Paul Fia Winnipeg, Canada Area Details
Paul Fia's TD Wealth Private Investment Advice Experience February 2003 - Present
Job Investment Advisor TD Wealth Private Investment Advice
Industry Financial Services
Experience
TD Wealth Private Investment Advice   February 2003 - Present

Skills
Investments, Wealth Management, Mutual Funds, Financial Advisory, Management, Finance, Investment Strategies, Asset Allocation, Portfolio Management, Equities

Education
University of Manitoba   1991 — 1995
B.Comm.(Hons.), Finance, Accounting

Geri Moss-Norbury Geri Moss-Norbury Ottawa, Canada Area Details
Geri Moss-Norbury's TD Wealth Private Investment Advice Experience November 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

Pippa Sargent Pippa Sargent Toronto, Canada Area Details
Pippa Sargent's TD Wealth Private Investment Advice Experience 2004 - Present
Job Investment Advisor and Certified Retirement Specialist at TD Wealth Private Investment Advice
Industry Financial Services
Experience
TD Wealth Private Investment Advice   2004 - Present
RBC Dominion Securities  1996 - 2004
Richardson Greenshields  1988 - 1996

Skills
Wealth Management, Portfolio Management, Mutual Funds, Investments, Banking, Investment Advisory, Equities, Fixed Income, Retirement Planning, Strategic Financial..., Credit, Investment Strategies

Education
McGill University   1979 — 1984
Bachelor of Arts (BA), Art History

Doug Holliday Doug Holliday London, Canada Area Details
Doug Holliday's TD Wealth Private Investment Advice Experience 2005 - Present
Job Vice President, Investment Advisor, Portfolio Manager at TD Waterhouse
Industry Financial Services
Experience
TD Waterhouse  April 2005 - Present
TD Wealth Private Investment Advice   2005 - Present

Skills
Fixed Income, Credit Analysis, Equities, Wealth Management, Derivatives, Bonds, Investment Strategies, Mutual Funds, Investments, Asset Allocation, Hedge Funds, Investment Advisory, Alternative Investments, ETFs, FX Options

Education
University of Guelph   1974 — 1976
MSc, Economics

University of Guelph   1970 — 1976
BSc Agr, Economics

Giacomo Gelmo Giacomo Gelmo Toronto, Canada Area Details
Giacomo Gelmo's TD Wealth Private Investment Advice Experience November 2000 - Present
Job Vice President & Investment Advisor at TD Wealth Private Investment Advice
Industry Financial Services
Experience
TD Wealth Private Investment Advice   November 2000 - Present
Canada Trust  1997 - 2000
TD Bank Financial Group  June 1992 - May 1997

Skills
Asset Managment, Banking, Risk Management, Relationship Management, Financial Advisory, Wealth Management..., Tactical Asset..., Estate Planning, Business Succession..., Investment Advisory..., Succession Planning, Mutual Funds, Asset Management, Investments, Portfolio Management, Financial Planners, Wealth

Education
Ryerson University   1988 — 1991
Busness Administration, Business/Commerce, General

Rene Kormos Rene Kormos Vancouver, Canada Area Details
Rene Kormos's TD Wealth Private Investment Advice Experience 1997 - Present
Job Investment Advisor
Industry Investment Management
Experience
TD Wealth Private Investment Advice   1997 - Present

Skills
Wealth Management, Portfolio Management, Financial and..., Business Analysis, Investment Management, Insurance, Life Insurance, Asset Management, Securities, Financial Advisory, Business Strategy, Financial Services, Strategy, Business Planning, Customer Service, Financial Analysis, Project Management

Education
University of Saskatchewan

Vivian Lu, CFA Vivian Lu, CFA Vancouver, Canada Area Details
Vivian Lu, CFA's TD Wealth Private Investment Advice Experience March 2015 - Present
Job Investment Advisor
Industry Financial Services
Experience
TD Wealth Private Investment Advice   March 2015 - Present
TD Wealth Private Investment Advice   November 2000 - Present
HSBC Bank Canada  1999 - 2000

Skills
Asset Management, Investments, Financial Planning, Wealth Management, Estate Planning, Retirement Planning, Portfolio Management, Bloomberg, Fixed Income, Securities, Strategic Financial..., Financial Advisory, Options, Investment Strategies, Investment Advisory, Derivatives, Capital Markets, Mortgage Lending, Equities, Asset Allocation, Retirement, Bonds, Alternative Investments, Mutual Funds, Wealth Management..., Wealth, Investment Management, ETFs, Private Banking, Financial Planners, Trading, Credit, High Net Worth..., Credit Analysis, Banking, Financial Services, Private Equity, Equity Research, Valuation, Series 7, Equity Trading, Personal Financial..., Hedge Funds, Risk Management, Financial Analysis, Series 63, Structured Products, Finance, Corporate Finance, Financial Modeling

Education
Louisiana State University   1991 — 1993
MS, Quantitative Business Analysis

National Taiwan University
BS, Social Work

Christie Bartram Christie Bartram Toronto, Canada Area Details
Christie Bartram's TD Wealth Private Investment Advice Experience July 2007 - Present
Job Investment Advisor at TD Wealth
Industry Investment Management
Experience
TD Wealth Private Investment Advice   July 2007 - Present
Ernst & Young  May 2005 - August 2005
sf group   2003 - 2003

Education
The University of Western Ontario - Richard Ivey School of Business   2001 — 2006
hba

Western University

Andrew Masson Andrew Masson Calgary, Canada Area Details
Andrew Masson's TD Wealth Private Investment Advice Experience July 2012 - February 2014
Job Investment Advisor at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy  March 2014 - Present
TD Wealth - Private Investment Advice  July 2012 - February 2014
TD Waterhouse  January 2008 - June 2012
RBC Royal Bank  November 2006 - January 2008

Skills
Investments, Financial Planning, Portfolio Management, Retirement Planning, Estate Planning, Wealth, Wealth Management, Retirement, Mutual Funds, Risk, Tax, Securities, Investment Advisory, Asset Management, Superannuation, Investment Strategies, High Net Worth..., Strategic Financial..., Financial Advisory, Mortgage Lending

Education
Mount Royal College   2002 — 2006
Certified Financial Planner Program

Concordia University   1991 — 1993
Political Science

CEGEP - John Abbott College   1988 — 1991
DEC, Commerce

Sareena Sodhi Sareena Sodhi Vancouver, Canada Area Details
Sareena Sodhi's TD Wealth Private Investment Advice Experience February 2012 - Present
Job Assistant Investment Advisor
Industry Investment Management
Experience
TD Wealth Private Investment Advice   February 2012 - Present

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, HTML, C, Windows, Event Planning, AutoCAD, Time Management, Canadian Securities..., Investment Strategies

Education
British Columbia Institute of Technology   2008 — 2010

Adam Sonoda Adam Sonoda Toronto, Canada Area Details
Adam Sonoda's TD Wealth Private Investment Advice Experience August 2014 - Present
Job Marketing Assistant (Associate Investment Advisor in training) at TD Wealth Private Investment Advice
Industry Banking
Experience
TD Wealth Private Investment Advice   August 2014 - Present
TD  June 2012 - August 2014
TD Bank Group  February 2011 - June 2012
TD Canada Trust  May 2010 - February 2011

Skills
Credit, Retail Banking, Banking, Investments, Team Leadership, Finance, Mortgage Lending, Financial Analysis, Marketing, Customer Service, Microsoft Excel, Mutual Funds, Financial Services, Leadership

Education
University of Guelph   2006 — 2010
B.Comm, Marketing and Consumer Studies

hillfield   1998 — 2006

Cecilia Davie Cecilia Davie Edmonton, Canada Area Details
Cecilia Davie's TD Wealth Private Investment Advice Experience May 1998 - Present
Job Branch Administrator at TD Wealth Private Investment Advice
Industry Financial Services
Experience
TD Wealth Private Investment Advice   May 1998 - Present

Education
Red Deer College