Investment Advisor
Investment Advisor
Entrusted with managing more than $1.1 billion in assets, Rod offers affluent investors highly-sophisticated investment strategies and exclusive access to unique opportunities in new issues, preferred shares and alternative investments.
Rod began his career with TD Evergreen (now TD Direct Investing) in 1998. With experience at Imperial Oil and a degree from the University of Western Ontario, Rod was Sales Manager and Investment Advisor for five years before exclusively managing wealth for affluent clients for the last 20 years. Rod has achieved the firms' President's Club* status consecutively since 2013.
*President’s Club is awarded for meeting or exceeding business financial goals as well as maintaining a high level of professional business conduct throughout the year and consistently demonstrating integrity and the highest ethical standards.
Investment Advisor
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Before joining our team, Jonathan worked with TD Securities, trading a range of asset classes and advising pension plans, central banks and large-scale asset managers. With direct contact to leading portfolio managers, analysts and investment strategists, he provided market outlook commentary and investment advice to third-party Investment Advisors.
To help private investors achieve financial success, Jonathan chose to join our team because we have succeeded by genuinely caring about our clients. He holds an MBA from the Rotman School of Management at the University of Toronto with a major in Finance, specializing in Risk Management and Financial Engineering, and a BA from Western University. Jonathan has earned the Chartered Investment Manager (CIM®) designation, is a Chartered Financial Analyst® (CFA®) Level II candidate, and is licensed in options and derivatives by the Investment Industry Regulatory Organization of Canada (IIROC).
Associate Investment Advisor
Associate Investment Advisor
Nadia's work ethic, strong interpersonal skills, commitment to excellence and knowledge of the investment industry have earned her the prestigious TD Star Award* for legendary service in 2005
and 2010. She has worked exclusively with us since 2000 and has helped build our team into one of the largest at TD Wealth Private Investment Advice across Canada. Nadia began her career with TD Evergreen (now TD Direct Investing) in 1994 after graduating from Seneca College in Business Administration and Management. She progressed from Customer Service Representative with TD Canada Trust to her current role as an Associate Investment Advisor with our team.
*The TD Star Award is given by TD for Wealth employees who maintain a high level of professional business conduct and integrity throughout the year as well as demonstrate excellence in their field.