Branch Manager, Associate Portfolio Manager, Senior Investment Advisor
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Jonathan Lund
Jonathan.Lund@td.com
7804488941
(780) 448-8941
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As an Investment Advisor, my mandate is to help you preserve and grow your wealth though tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. I will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals.
As a TD Wealth Branch Manager, I lead a diverse and inclusive team of Investment Advisors charged with seeking to exceed clients’ needs for asset accumulation, preservation and growth. Our investment philosophy is based on understanding your goals, disciplined planning, insightful advice and effective risk management. This philosophy helps us manage risk and navigate an ever-changing investment landscape.
Branch Manager, Associate Portfolio Manager, Senior Investment Advisor