What is your primary service or product?
I work for TD Waterhouse Private Investment Advice as Manager, Operational Risk Management. TD Waterhouse Private Investment Advice is a premier full-service brokerage ideal for investors who want a one-on-one relationship with a dedicated and professional Investment Advisor. You will receive comprehensive and personalized investment advice while staying involved in the key decisions about your portfolio.
TD Waterhouse Investment Advisors can give you:
- Sound financial advice through all life's stages
- Personalized advice that reflects you and your family's unique needs and goals
- A customized investment and retirement strategy
When was your organization founded and what is its history?
Headquartered in Toronto, Canada, with 74,000 employees in offices around the world, The Toronto-Dominion Bank and its subsidiaries are collectively known as TD Bank Financial Group (TDBFG). TD Bank Financial Group offers a full range of financial products and services to approximately 18 million customers worldwide through four key business lines:
- Canadian Personal and Business Banking including TD Canada Trust and TD Insurance
- Wealth Management including TD Waterhouse and an investment in TD Ameritrade
- Wholesale Banking including TD Securities
- U.S. Personal and Commercial Banking including
TD Bank , America’s Most Convenient Bank
As of July 31, 2010, TD Bank Financial Group had CDN $603 billion in assets. TD Bank Financial Group also ranks among the world’s leading online financial services firms, with more than 6 million online customers. The Toronto-Dominion Bank trades on the Toronto and New York stock exchanges under the symbol "TD".
The Toronto-Dominion Bank is a chartered bank. It was formed on February 1, 1955, through the amalgamation of The Bank of Toronto, chartered in 1855, and The Dominion Bank, chartered in 1869.
What makes your organization unique?
TD is unique amongst Canadian banks due to our focus on a superior client experience, as exemplified by the numerous awards my organization has received over the years in this capacity. Furthermore, TD is highly committed to diversity, as we know the value of working closely with the communities that we serve, and we want to attract the best and brightest to work for our company.
Who would be a good client for you?
While I don’t deal directly with clients, TD Waterhouse Private Investment Advice is built for those who have built significant assets over their lives, and want those assets managed prudently. The ideal TD Waterhouse Private Investment Advice client takes an interest in his or her portfolio, and is looking to work closely with their Investment Advisor to maximize returns and employ sound financial management.
What does being a member of the OGLCC mean to you and your organization?
As a primary sponsor of OGLCC, TD is thrilled to have the opportunity to work with the community in building strong partnerships and businesses within the community. The OGLCC is a key promoter of business within the LGBT community, and it is this focus on encouraging our members to grow with the community which will strengthen the community further.
Visit TD Waterhouse online.
