TD ASSET MANAGEMENT - Key Persons
Job Titles:
- Chief Risk Officer
- Group Head
Job Titles:
- Member of the Human Resources Committee
- Member of the Risk Committee
- Executive Chairman, Cargojet Inc.
Job Titles:
- Member of the Risk Committee
- Corporate Director, and Former Global Co - Head of
Job Titles:
- Chairman of the Human Resources Committee
- Corporate Director, and Former President
Job Titles:
- Group Head, Canadian Business Banking
Job Titles:
- Chief Executive Officer, TD Asset Management Inc., Executive Vice President, TD Bank Group
Bruce is responsible for all TD Asset Management's business, including investment management, mutual funds, operations, risk management and distribution. He has managed Canadian, U.S., and global equities across a variety of strategies in Toronto and the U.K. Bruce holds a B. Comm. from Queen's University and an M.A. in Political Science from McGill University. He is a member of the Board of Trustees for the Canadian Coalition for Good Governance and the Investment Fund Institute of Canada.
Job Titles:
- Chairman of the Corporate Governance Committee
- Member of the Risk Committee
- Partner, Borden Ladner Gervais LLP
Job Titles:
- Senior Executive Vice President, Transformation, Enablement and Customer Experience
David Sykes - Chief Investment Officer, SVP
Job Titles:
- Chief Investment Officer
- Senior Vice President
- Head of Investments
David is Head of Investments, leading all investment teams and overseeing investment strategy and in-house investment teams covering Canadian equities, fixed income, U.S. equities, real estate, mortgage and infrastructure. He is Co-Manager of the Tactical Monthly Income, TD North American Dividend, TD U.S. Monthly Income, and TD U.S. Dividend Growth strategies. David is also responsible for TD Asset Management's trading operations and is a member of the TD Wealth Asset Allocation Committee. He was formerly the Head of Public Equities at the firm. David also gained experience as an Analyst in the Equity Group, covering a wide range of sectors including Health Care, Consumer Staples and Financials. David holds a B. Comm. and B.A., both from Saint Mary's University, an M.A. in Politics, Philosophy and Economics from Oxford University and an M.Sc. in International Relations from London School of Economics.
Job Titles:
- Fixed Income Portfolio Manager, Managing Fixed Income
Dennis serves as a Fixed Income Portfolio Manager, managing fixed income mutual funds, models and SMAs. His previous Co-Manager responsibilities included exchange-traded funds for the firm. He gained wide-ranging experience through a variety of fixed income positions at an investment bank and as a member of the securitized and corporate bond strategy teams at an asset management firm. He holds a B.B.A. in Banking and Finance from Hofstra University.
Job Titles:
- Member of the Audit Committee
- Member of the Risk Committee
- Corporate Director, and Former Chief Executive Officer and Senior Partner
Job Titles:
- Member of the Human Resources Committee
- Corporate Director, and Former Global Chief Compliance Officer
Job Titles:
- Vice President, Wealth and Head of Global Sales Enablement, Marketing and Communications, and Digital Strategy
Ingrid is responsible for developing and driving Global Sales Enablement of TD Asset Management's investment solutions across all Retail and Institutional distribution channels. She leads the Marketing and Communications functions for the firm, including development of the Digital Strategy. Ingrid has held numerous senior management roles at the firm, including Head of Investment Product, Head of TD Wealth Portfolio Advice and Investment Research Teams, as well as Head of Client Portfolio Management. She has industry experience in fixed income trading and sales, institutional money management and business development. Ingrid holds a B.A. in Economics from Glendon College at York University. She is a member of the firm's Operating Committee and Board of Directors, as well as Executive Sponsor of the TD Wealth for Women program and a WXN Canada's Most Powerful Women Top 100 Award Winner, 2021.
Job Titles:
- Head of Retail Distribution
Jason is TD Asset Management's Head of Retail Distribution, overseeing distribution strategy and client services. He is involved in the development of the firm's ETF business. He gained extensive experience in distribution having previously worked at two major Canadian financial institutions as Head of Distribution and Senior Vice President of Distribution. Jason holds a B.A. in Economics from the University of Calgary. He is also a member of the Calgary Society of Financial Analysts.
Job Titles:
- Head of Retail
- Vice President Wealth & Head of Global Operations, Strategy & Enablement
Jeff is Head of Retail Distribution, Enablement and Operations at TD Asset Management. Previously he managed the strategic oversight of finance, information technology, investment operations, compliance, marketing and human resources. Jeff is a former member of the Asset Allocation and Canadian Equity Portfolio Construction Team. In his previous role as a Senior Vice-President of Equity Trading, he provided complete oversight of public equities trading. He holds a B. Admin. from the University of Regina and is a member of the firm's Operating Committee and the Saskatchewan Society of Financial Analysts.
Job Titles:
- Member of the Corporate Governance Committee
- Member of the Human Resources Committee
- Board Chair, TD Bank Group
- Board Chair, the Toronto - Dominion Bank
Job Titles:
- Managing Director, Head of Business Governance & Portfolio Oversight
As TD Asset Management's Head of Business Governance & Portfolio Oversight, Julie is responsible for the risk analytics, monitoring and performance oversight of all investment strategies, including fixed income, equity, quantitative and synthetic strategies, managed by the firm. Her team is accountable for external manager research, including alternative investments and due diligence of all sub-advisors, separately managed accounts and recommended mutual funds on behalf of TD Wealth in Canada and the U.S. She also oversees the firm's regulatory governance and operational risk management. Julie was formerly Vice President at TD Harbour Capital, where she handled client service, trading and operations for high-net-worth clients. She has prior experience with several leading firms in the Canadian brokerage industry. Julie holds a B.A. in Economics from Simon Fraser University. She is a member of the firm's Operating Committee, and the Executive Lead for key talent development programs including the Rotational Analyst/Associate program, the Summer Internship program and Women in Leadership initiatives.
Job Titles:
- Chairman of the Risk Committee
- Corporate Director, and Former President & Chief Executive Officer
Job Titles:
- Group Head, U.S. Retail, TD Bank Group and President and CEO, TD Bank, America 's Most Convenient Bank®
Job Titles:
- Head of Institutional Distribution
- Managing Director, Head of Global Institutional Distribution
Mark is TD Asset Management's Head of Institutional Distribution. He oversees the Institutional Distribution Team, responsible for the development and implementation of business strategy to support the evolving needs of clients. He has extensive experience in fixed income and equity analysis. Mark holds a B.A. in Economics from McMaster University and a B. Comm. with Honours from the University of Windsor. He is also a member of the Operating Committee.
Job Titles:
- Corporate Director, and Former Public - Company / Chief Financial Officer
Job Titles:
- Member of the Audit Committee
- Member of the Corporate Governance Committee
Job Titles:
- Senior Executive Vice President
Job Titles:
- Chairman of the Audit Committee
- Member of the Corporate Governance Committee
- Corporate Director, and Former President & Chief Executive Officer
Job Titles:
- Member of the Audit Committee
- Member of the Corporate Governance Committee
- Member of the Human Resources Committee
- Corporate Director, and Former Chief Executive Officer
Job Titles:
- Member of the Audit Committee
- Member of the Risk Committee
- Corporate Director, and Former Deputy Chief Financial Officer, and Global Controller and Chief Accounting Officer
Job Titles:
- Senior Executive Vice President, TD Wealth
Job Titles:
- Chief Executive Officer
- Group President
- Group President and Chief Executive Officer, TD Bank Group
- Group President and Chief Executive Officer, the Toronto - Dominion Bank
Job Titles:
- Fixed Income Portfolio Manager
- Vice President, Portfolio Research, Epoch Investment Partners, Inc
Russell serves as a Fixed Income Portfolio Manager, co-managing fixed income mutual funds, models and SMAs. He gained extensive experience from a variety of fixed income roles at an asset management company including as a leading member of the corporate bond strategy team. He holds a Bachelor of Arts (cum laude): History, Yale University.
Job Titles:
- Chairman
- Member of the Audit Committee
- Corporate Director, and Former Vice Chair, Investments
Simon Fish - Chief Legal Officer, SEVP
Job Titles:
- General Counsel
- Senior Executive Vice President
Job Titles:
- Group Head, Canadian Personal Banking
Job Titles:
- Chief Operating Officer
- Senior Executive Vice President
Job Titles:
- Summer Analyst, Strategy and Planning
Job Titles:
- President and CEO, TD Securities / Group Head, Wholesale Banking, TD Bank Group
Job Titles:
- Managing Director, Head of Regulatory & Policy Governance
Toni is TD Asset Management's Head of Regulatory & Policy Governance, responsible for monitoring and controlling regulatory and control risks affecting the operations of the firm. In her previous role at a major Canadian insurance company, she supervised compliance and regulatory matters for operations in Canada, the U.S., the U.K. and Hong Kong. Her experience extends to roles at investment management companies, brokerage firms and a large public accounting firm, where she audited mutual funds. Toni holds a B. Comm. from the University of Toronto. She is a member of the firm's Operating Committee, and Chair of the firm's Policy Oversight Committee and Trade Management Oversight Committee.
Job Titles:
- Senior Executive Vice President, Platforms and Technology
We took a break from the TD Campus tour to hear from Muneeb Muzaffar, TD Scholar, Summer Analyst, Strategy and Planning, who shared his thoughts on pursuing a co-op opportunity at TD.