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Chris Simpson Email & Phone Number
Private Banker at TD Wealth Private Banking
at
TD
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✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Private Banker at TD Wealth Private Banking
Location
Greater Vancouver Metropolitan Area, Canada, Canada
Company size
Who is Chris Simpson? Overview
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Quick answer
Chris Simpson is listed as Private Banker at TD Wealth Private Banking at TD, a company with 1 employees, based in Greater Vancouver Metropolitan Area, Canada, Canada. AeroLeads shows a matched LinkedIn profile for Chris Simpson.
Chris Simpson previously worked as Portfolio Administrator, Co-op at Nicola Wealth and Equity Analyst, Summer Intern at Vancity Investment Management. Chris Simpson holds Bachelor Of Business Administration - Bba, Finance, General from Beedie School Of Business At Simon Fraser University.
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TD
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Profile bio
About Chris Simpson
/*********/Information provided is intended for Canadian residents and does not constitute advice. To read the full disclaimers, please go to www.td.com/legal and https://go.td.com/SocialDisclaimer
Current workplace
Chris Simpson's current company
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5 roles
Chris Simpson work experience
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Private Banker At Td Wealth Private Banking
Current
Oct 2022 - Present
Portfolio Administrator, Co-Op
- Executed trades for equities, fixed income products, and pooled funds across client accounts
- Oversee trade settlement and reconciliation process with service providers to endure accurate and timely settlement
- Liaised with custodian, advisory, and portfolio management teams to optimize trade settlement cycle
- Assisted compliance and advisory teams to resolve any trading-related issues
Jan 2022 - Sep 2022
Equity Analyst, Summer Intern
Vancity Investment Management
- Worked directly with lead portfolio manager of global ESG mandate on industry projects
- Constructed company investment thesis write-ups by detailing operating segments, investment attributes, business drivers, industry outlook, and risk/reward analysis
- Assessed companies by creating comparative valuation spreadsheets that integrated financial metrics from Bloomberg
- Gained insight on company performance by developing Bloomberg chart templates to generate relative valuation chart packages
Jun 2020 - Dec 2020
Customer Experience Associate
- Consistently surpassed the sales goal benchmark for multiple quarters by demonstrating strong analytic skills for identifying opportunities in client portfolios
- Enhanced client experience by providing exemplary interpersonal and communication skills with presenting advice and fostering long-term relationships
- Inform clients on potential investment opportunities to help them save for retirement and refer them to our advisor team
- Accurately update and perform maintenance on client information on three databases to optimize operational efficiency
May 2018 - Jun 2020
1 education record
Chris Simpson education
FAQ
Frequently asked questions about Chris Simpson
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What company does Chris Simpson work for?
Chris Simpson works for TD.
What is Chris Simpson's role at TD?
Chris Simpson is listed as Private Banker at TD Wealth Private Banking at TD.
Where is Chris Simpson based?
Chris Simpson is based in Greater Vancouver Metropolitan Area, Canada, Canada while working with TD.
What companies has Chris Simpson worked for?
Chris Simpson has worked for Td, Nicola Wealth, and Vancity Investment Management.
How can I contact Chris Simpson?
You can use AeroLeads to view verified contact signals for Chris Simpson at TD, including work email, phone, and LinkedIn data when available.
What schools did Chris Simpson attend?
Chris Simpson holds Bachelor Of Business Administration - Bba, Finance, General from Beedie School Of Business At Simon Fraser University.
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