Investment Advisor

B. Econ (Hons)

MA

CIM®

Bill has worked in the financial services industry for more than 30 years. He began his career with Scotia Capital Markets as a foreign exchange trader in 1985 and later moved to Credit Suisse First Boston as a Canadian Bond Trader working in two of the world’s largest financial centres: London and New York. He joined Burns Fry in 1992 (prior to the merger with Nesbitt Thomson) as the Canadian Long Bond Trader. In 1995, Bill began advising CIBC’s high net worth clients in all areas of personal wealth management and retirement planning strategies. He joined TD Wealth Private Investment Advice in 2006 where clients can leverage his years of experience and expertise in fixed income, equity and currency markets.

Bill is a recipient of TD Bank Group’s most prestigious award – Vision in Action¹. He has twice received the TD Merit Award² and has been a member of the division’s President’s Club³ for the past nine years. Bill has also served on the National Advisory Council. 

Educated at the University of Toronto, Bill holds a Bachelor of Arts (Economics Specialist) from Trinity College. He went on to earn an MA in International Economics and Finance from the London School of Economics. Bill has continued to develop his investment expertise over the years by achieving the Certified Investment Manager (CIM®) designation and is currently working towards his Portfolio Manager certification. He also holds a Certificate in Retirement Strategy.

Away from the office, Bill’s personal passion is participating in equestrian competitions with his Dutch Warmblood. He and his wife Joanne support many riding events, in particular at the Royal Agricultural Winter Fair, as well as their daughter Molly and other young riders in derby hunter championships throughout the summer.

¹TD Vision in Action Award of Distinction recognizes top contributors inside the bank and is only bestowed upon approximately 1 in 1000 employees.

²The TD Merit Award recognizes our top 60 Investment Advisors whose exceptional achievements enhance our clients’ experiences through Motivation, Excellence, Results, Integrity and Teamwork throughout the year.

³President’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.

Associate Investment Advisor

BBA

CIM®

Tal is an industry professional with almost 20 years of experience with TD. He has worked with MacMillan Executive Wealth Management since 2008 where his primary role is acting as Bill’s right hand in portfolio construction and client service. He communicates directly with clients to help address their investment needs, including trading, wealth planning and administrative requests, and also assists with portfolio analysis, research, the development of customized wealth plans, estate planning strategies and performance reporting.

Tal earned a Bachelor of Business Administration in Finance from the Schulich School of Business at York University in 1999. He holds the Chartered Investment Manager (CIM®) designation and is a Life Insurance Advisor with TD Wealth Insurance Services. Tal is also licensed to trade options.