CURRIE - Key Persons
Chapman began his career in the Financial Services Industry in 2007. Prior to joining TD Wealth, he spent 8 years with BMO Nesbitt Burns. He strives to provide exceptional client service and administrative assistance to our valued clients.
He graduated with a double major in Economics and Statistics from the University of Toronto. In his current role as a Client Service Associate, he can assist with account opening, trade executions, transfers, wealth plans, and other various tasks. His passion and dedication to his role is essential to the team's success.
Away from the office, Chapman enjoys spending time outdoors with his family, and is involved in several fundraising organizations.
Santo works with individuals, business owners & their families, as well as heath care practitioners, in designing and implementing tax-efficient wealth strategies that adapt throughout the ever-changing financial landscape. Along with his team, The Currie Group, he offers integrated wealth planning solutions that help their clients accomplish what matters most to them.
In 20 years of working in financial services, Santo has achieved the Chartered Investment Manager (CIM®), Personal Financial Planner (PFP®), and Certified Executor Advisor (CEA) designations.Read more content start Santo holds an Honours Bachelor of Philosophy and Political Science from the University of Western Ontario. He enjoys travelling and going on adventures with his wife and two children. Santo actively volunteers in his community, and is currently on the Board of Directors for the Kiwanis Club of Toronto as Chair of the Fundraising and Events Committee.
Job Titles:
- Senior Investment Advisor