Craig Mcintosh

Craig Mcintosh Email and Phone Number

Branch Manager at TD Wealth @ TD
Waterloo, ON, CA
Craig Mcintosh's Location
Toronto, Ontario, Canada, Canada
Craig Mcintosh's Contact Details

Craig Mcintosh personal email

Craig Mcintosh phone numbers

About Craig Mcintosh

Craig is a Branch Manager with TD Wealth Private Investment Advice. He supervises & works with Investment Advisors and TD specialists to provide advice to families, business owners and corporations.Craig and his team are dedicated to providing a disciplined approach across 4 pillars:1. Building net worth;2. Implementing tax-efficient strategies;3. Protecting what matters; and4. Leaving a legacy.Craig believes that true fulfillment comes from a deep understanding of personal values, striving to ensure that goals are aligned and progress is measured. Craig is committed to understanding what drives money-related decisions, and applying behavioural finance concepts to help ensure peak performance. The team use a unique discovery approach designed to make sure our clients goals and behaviours align with their values.Craig regularly speaks and writes on topics within wealth management, mostly around behavioural finance, the future of advice and the value of having an advisor.Prior to joining TD Wealth, Craig held senior positions at Accenture, Macquarie Private Wealth and PriceMetrix (part of McKinsey & Co). Craig holds the Certified Behavioural Financial Advisor (BFA) designation and a Certificate in Investment Dealer Compliance (CIDC) from the Canadian Securities Institute (CSI) and a Bachelor of Information Technology (BIT) from the University of Technology, Sydney (UTS).If you are looking to work with an investment advisor skilled in behavioural finance who will help you achieve true fulfillment please get in touch.TD Wealth Private Investment Advice is a division of TD Waterhouse Canada Inc., a subsidiary of The Toronto-Dominion Bank./*********/Les renseignements sont fournis pour les résidents canadiens et ne constituent pas des conseils. Pour lire les mentions juridiques complètes, visitez les pages td.com/francais/avis_juridique et https://go.td.com/AvisMediasSociauxInformation 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.

Craig Mcintosh's Current Company Details
TD

Td

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Branch Manager at TD Wealth
Waterloo, ON, CA
Website:
td.com
Employees:
1
Craig Mcintosh Work Experience Details
  • Td
    Branch Manager At Td Wealth
    Td
    Waterloo, On, Ca
    View
  • Td
    Branch Manager At Td Wealth Private Investment Advice
    Td Jan 2019 - Present
    Toronto, Canada Area
    Craig is a Branch Manager with TD Wealth Private Investment Advice. He supervises & works with Investment Advisors and TD specialists to provide advice to families, business owners and corporations.Craig and his team are dedicated to providing a disciplined approach across 4 pillars:1. Building net worth;2. Implementing tax-efficient strategies;3. Protecting what matters; and4. Leaving a legacy.
    View
  • Accenture
    Senior Manager, Wealth Management
    Accenture Dec 2016 - Jan 2019
    Toronto, Canada Area
    My role at Accenture focused on strategy development and transformation initiatives for clients in Canada and the US.I helped some of the worlds leading Wealth Management firms:- Design target operating models and analytics solutions for advisor supervision- Develop & facilitate advisor & branch manager success programs- Design market leading client & advisor digital experiences
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  • Pricemetrix - Part Of Mckinsey & Company
    Senior Director, Client Services
    Pricemetrix - Part Of Mckinsey & Company Jul 2014 - Nov 2015
    Toronto, Canada Area
    Led Client Services & Analytics, supporting over 20 Broker/Dealer relationships across North America.
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  • Macquarie Group
    Managing Director, National Sales, Macquarie Private Wealth
    Macquarie Group Jun 2011 - May 2014
    Toronto, Canada Area
    Member of senior leadership team of Macquarie Private Wealth.Owned national sales for over 220 investment advisors.Member of the IIAC Private Client Committee and member of the Canadian Risk Committee.
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  • Macquarie Group
    Director, Macquarie Global Investments
    Macquarie Group Oct 2009 - Jun 2011
    Toronto, Canada Area
    Relocated to Toronto in 2009 as part of the executive team to establish the Canadian retail presence for Macquarie Bank.
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  • Macquarie Group
    Director, Program Manager, Banking & Financial Services
    Macquarie Group Apr 2006 - Oct 2009
    Sydney, Australia
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  • M35
    Senior Consultant
    M35 Jun 2003 - Mar 2006
    London, United Kingdom
    View
  • Macquarie Group
    Project Manager, Banking & Financial Services
    Macquarie Group Jan 1999 - May 2003
    Sydney, Australia
    View

Craig Mcintosh Skills

Wealth Management Financial Services Project Delivery Business Strategy Management Stakeholder Management Project Management Risk Management Business Analysis Leadership Portfolio Management Strategy Business Process Improvement Banking Business Requirements Cross Functional Team Leadership Business Transformation Vendor Management Project Portfolio Management Investments Requirements Gathering Equities Pmo Product Development Relationship Management Asset Management Securities Public Speaking Consulting Fintech Change Management Professional Services Regulatory Compliance Analytics Strategic Analytics Pricing Strategy Mortgage Lending Digital Strategy Agile And Waterfall Methodologies Agile Project Management Predictive Analytics Design Thinking Artificial Intelligence M&a Analysis Financial Risk Operational Risk Strategic Planning Governance Digital Mergers And Acquisitions

Craig Mcintosh Education Details

Frequently Asked Questions about Craig Mcintosh

What company does Craig Mcintosh work for?

Craig Mcintosh works for Td

What is Craig Mcintosh's role at the current company?

Craig Mcintosh's current role is Branch Manager at TD Wealth.

What is Craig Mcintosh's email address?

Craig Mcintosh's email address is cr****@****ure.com

What is Craig Mcintosh's direct phone number?

Craig Mcintosh's direct phone number is +353164*****

What schools did Craig Mcintosh attend?

Craig Mcintosh attended Queen's University, University Of Technology Sydney.

What skills is Craig Mcintosh known for?

Craig Mcintosh has skills like Wealth Management, Financial Services, Project Delivery, Business Strategy, Management, Stakeholder Management, Project Management, Risk Management, Business Analysis, Leadership, Portfolio Management, Strategy.

Who are Craig Mcintosh's colleagues?

Craig Mcintosh's colleagues are Racquel Barnett, Psm I, Girica Kapoor, Catherine Babcock, Jolyse Daley, Cynthia Kama, Graham Warner, Ian Mcguire.

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